Accounting & Financial Solutions
Streamlining Accounting with Time-Saving Accuracy
Modern accounting solutions like Xero and Class offer tremendous power, yet there are times when custom calculations or specialized checks require working within MS Excel. When off-the-shelf solutions don’t fit, we provide tailored solutions that seamlessly bridge the gap between your software and Excel workflows.
Tailored Solutions Built for Efficiency
Our accounting solutions team is led by Dean, an experienced project manager with dual qualifications in Accounting and IT. Dean works closely with your team to understand your unique requirements and deliver tailored solutions
Key Capabilities:
- Seamless data integration from Xero and Class with our recure pre-built OAuth2 connectors.
- Easy to use form-based workflows with MS Excel import and export.
- Custom software development to support unique business needs.
Case Studies
Custom SMSF Workflow Integration
A financial services firm needed to streamline their SMSF processes, centered around large, complex in-house Excel spreadsheets. We developed a solution that securely and automatically fetched data from their Class Super account, precisely placing it within the spreadsheets to match their workflow.
Vehicle Lease Reconciliation for External CFO
An external CFO had a unique workflow for reconciling vehicle leases. We created a solution that imports data from Xero, classifies it based on predefined rules, and prepares it for further analysis and export into Excel.
Administration of an Industry Redundancy Trust
An administration company faced a complex process managing an industry redundancy trust involving multiple stakeholders, including Employers, Employees, External Auditors, and Fund Owners. We built an online Web Application with the following features:
- ATO Single Touch Payroll
- Bank Payments
- Claim and Approval Workflows
- Eligibility Assessment Calculator
- Donation Contribution Handling
- Employee Claims Management
- Employer Contributions Tracking
- Multi-level User Access (Member, Auditor, Administrator)
- Google and Microsoft Single Sign-On
- Annual Report Generation and Mail-out
- Audit Report Compilation
- Workflow History Logs for Full Traceability
- Automatic Task Queue Management
- ABN lookup
Document Storage and Management
Why Choose Us?
We understand that every organization has unique accounting and financial requirements. Our expertise lies in building custom solutions that streamline processes, reduce manual data handling, and deliver accurate results—allowing your team to focus on higher-value tasks.
