You + Xero + Techtoniq
Seamlessly integrate your Xero platform in to your workflow to reduce manual errors, eliminate dual-keying and improve accuracy and efficiency.
Seamlessly integrate your Xero platform in to your workflow to reduce manual errors, eliminate dual-keying and improve accuracy and efficiency.
Your business workflow is unique to you and every Xero project we work on is different. As a bespoke software developer and consultancy we partner with you to deliver a solution which fully meets your specific requirements.
Whether you’re an existing Xero customer looking to increase efficiency, or considering moving to Xero and daunted at the prospect of migrating your data, we can provide cost effective solutions to help you achieve your aims.
A leading manufacturer of pre-cast concrete beams for the housing industry was looking to revamp its office processes to move away from an antiquated accounts system and myriad Excel spreadsheets to a modern, scalable solution able to cope with growth in the business without having to hire more admin staff and the new “Making Tax Digital” requirements from HMRC.
As part of this engagement, we introduced the business to Xero and developed some temporary, tactical processes to join up with their existing systems and processes, enabling a period of parallel running to validate the “new world” verses the old. This allowed them to investigate any discrepancies and highlight any changes needed to their upstream processes to ensure data accuracy.
Once Xero was adopted we set about building bespoke solutions for their entire workflow – from initial customer enquiry through quotations, ordering, deliveries to invoicing.
Today, not only is their whole operation paperless, but they perform no manual data entry in Xero whatsoever – our bespoke, cloud based ERM software automatically sends data to Xero to create contacts and invoices in real time – ensuring up-to-the-minute accuracy and giving them complete trust of the data in the accounts system.
The close integration of the bespoke software with Xero opens up possibilities to automate previous manual tasks, for example credit checking new customers when they are created. It also means the business can trust the system to provide checks and balances that previously relied on human diligence for example automatically checking open/unpaid invoice totals before allowing a new order to be placed for a customer.
Techtoniq introduced us to Xero and we’ve probably saved one, if not two peoples’ salary since we moved over from MYOB. The work they have done for us has been brilliant – saving us time and money but more importantly ensuring accuracy in our accounts.