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Finance Software Advisory

Given the rapid developments in the finance software community and the response of the business world to the COVID-19 worldwide pandemic which ripped through the heart of 2020, can you afford not to get leaner and more agile?

There are multiple ways in which your business can become stronger but also more protected by introducing the right software at the right time. Our team are here to guide you, assessing where you are now, what capabilities you already have and what can be introduced to enhance and secure your future.

We will assess what the market has to offer and give you our honest opinions. But first, we’ll get to know you. Talk to you. Building a good solid picture of who you are, what your business needs and how your competitors are moving. We’ll then work with you to implement and migrate over to new software.

We’ve tried and tested the market leaders in software and can talk to you with up to date understanding of how finance software work for businesses such as yours, including the benefits, enhancements and possibilities for integrations with your existing systems.

All the software we suggest and work with are fully compatible integrated products with Xero cloud accounting software. We have also formed partnerships with Starling Bank, one of the most successful and innovative challenger banks on the market, and Izettle, for easy payments solutions.

What can this mean? In short, an efficient, accurate, future-proofed business with systems you can access anywhere. Access data, reports, invoicing, client data and converse with your team wherever you are.

  • How We Can Help

    Health check £99* An assessment of where you are now, identifying pain points, areas of inefficiency in existing software, duplication and errors. We then provide a software score of your existing set up and an overview of areas where there are gaps or weaknesses in your bookkeeping.


    Finance function review starting from £250* A deeper look into your finance processes. Gain a real insight into the workings of the bookkeeping function as you have it set up now. Often we trust it is all ok when an expert eye might spot areas you wouldn’t know are incorrect or could generally be improved. We’ll give you a detailed analysis resulting in recommended software integrations to solve your specific pain points.


    Systems implementation starting from £750* Combining a full finance function review with full implementation of the software for you. After identifying and agreeing a new, smoother, more capable software led process for you, we will set up your new finance processes and software.


    Training £250* 1.5hrs dedicated private training with recording for future use


    Support £50* per month per software

    *all prices are net of VAT.

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