Cloud Technology Partners

Cloud Technology Partners

We have a dedicated team who work with our clients to implement the best in class accounting technology. This specialist team are all trained accountants and on hand to transform your finance function, help realise efficiencies, remove time spent on administrative, manual processes and help you make better, strategic business decisions with management information available in real-time.

Our cloud technology partners below are tried and tested by our teams and we would be happy to discuss how these technologies can help you improve your business performance.

Xero

Xero is a cloud-based accounting software, offering intuitive financial management tools, real-time collaboration and accessibility, Making Tax Digital compliance and seamless integrations with various third-party applications. Businesses using Xero can manage the finances of their business in one platform and have sight of their business performance in real-time, allowing for more effective decisions to be made. Removing admin and manual processes, Xero gives business leaders time back to run their business and focus on what they do best.

We are proud to have been awarded Xero 'National Partner of the Year' in 2023 and 2024. Xero explained our win is a result of “going above and beyond in (our) digital transformation journey… champion(ing) Xero knowledge internally and externally, having trained 1,200 staff…(we) have embedded Xero products and practice tools as well as ecosystem apps to meet (our) purpose of improving the lives of (our) colleagues, clients and communities in a sustainable way. It's a solid partnership that puts Azets ahead of the game in the accounting world.”

Benefits:

Time-Saving Automation: Reduce manual data entry with automated bank reconciliation, invoice reminders, and smart transaction matching. Create and send custom invoices, track payments, and accept online payments via Stripe, PayPal, and more. Easily capture and manage business expenses using Xero's mobile app.

Real-Time Financial Insights & Bank Feeds: Generate customised financial reports, profit and loss statements, and cash flow projections. Automatically import and categorise transactions from your bank for up-to-date financial insights.

Accessibility & Collaboration: Manage your finances from any device, anywhere, with Xero’s secure, cloud-based platform. Share financial data securely with accountants, bookkeepers, and team members for improved decision-making.

Making Tax Digital (MTD) & Payroll Compliance: for businesses, sole traders and landlords who need to comply with MTD, Xero is a solution for keeping records digitally and submitting with compatible software accepted by HMRC. Process payroll, file VAT returns, and submit tax reports directly to HMRC.

Multi-Currency Support: Track and manage transactions in multiple currencies with automatic exchange rate updates.

Seamless Integrations: Connect Xero with over 1,000 third-party apps, including e-commerce, CRM, and payroll solutions.

Scalability & Flexibility: Suitable for growing businesses, freelancers, and enterprises with customisable plans to fit business needs.

Fathom

Fathom is a powerful financial reporting and analysis tool designed to help businesses assess performance, track trends, and identify areas for improvement. By converting complex financial data into clear, visually engaging reports and dashboards, Fathom enables business leaders to make informed decisions with confidence. Businesses using Fathom experience significant improvements in financial reporting and decision-making. By automating data collection and report generation, finance teams save time and reduce errors. Fathom empowers businesses to improve financial health, drive growth, and enhance overall efficiency.

Benefits:

Easy Performance Analysis: In-depth analysis of key performance indicators (KPIs), profitability, cash flow, and financial trends. Users can choose from over 50 standard KPIs or create custom metrics to suit their business needs.
Reporting that informs strategic decisions: Users can generate professional, customised management reports that combine financial data with insightful commentary. With ready-made templates and an easy-to-use report editor, businesses can streamline the reporting process while ensuring clarity and precision.
Scenario planning to test strategies: Businesses can project profit and loss, balance sheets, and cash flow statements. Scenario planning functionality allows users to test different business strategies and evaluate their financial impact, aiding better long-term decision-making.
Efficient and accurate reporting: Fathom simplifies financial consolidation, supporting multiple currencies and accounting systems. This feature ensures efficient and accurate group reporting.
Benchmarking analysis: Business leaders can compare the performance of multiple entities, such as different branches, subsidiaries, or clients. This comparative analysis helps business leaders identify strengths, weaknesses, and opportunities for growth.
Seamless Integrations: Integrates seamlessly with leading accounting software, including Xero, ensuring smooth data transfer and reducing manual entry errors.

Dext

Dext is a leading financial management software designed to streamline accounting processes by automating data extraction and organisation. It enables businesses to manage expenses, invoices, and financial documents more efficiently, reducing manual workload and enhancing accuracy. By using Dext, businesses can save considerable time previously spent on manual data entry and organisation. The platform's automation and accuracy lead to more reliable financial records, facilitating better decision-making and allowing business leaders to focus on strategic tasks that drive business growth.

Benefits:

Removes manual entry: Dext utilises Optical Character Recognition (OCR) technology and Artificial Intelligence (AI) to automatically extract information from receipts, invoices, and bank statements with over 99% accuracy, minimising manual data entry and associated errors.
Time efficiencies: Rapidly processes documents in under 30 seconds, significantly reducing the time spent on administrative tasks and allowing focus on more strategic activities.
Convenience and adaptability: Dext offers multiple ways to upload financial documents, including mobile apps, email, and integrations with platforms like PayPal and Dropbox.
Secure Data Storage: Financial documents are securely stored in the cloud for up to seven years, ensuring compliance with legal requirements and easy retrieval when needed.
Seamless Integrations: Dext integrates with leading core accounting software including Xero.

ApprovalMax

ApprovalMax is a cloud-based approval workflow automation software designed to enhance financial control by automating multi-step and multi-role approval workflows for financial documents. ApprovalMax offers convenience at every step, every process and for everyone involved.

Benefits:

Enhanced Financial Control: Implement checks and balances to strengthen financial operations and reduce the risk of fraud. Enable approvers to view relevant budgets during the approval process, helping prevent overspending and strengthening financial controls.
Increased Efficiency: Automate approval processes to accelerate decision-making, with 25% of bills approved within two hours and 50% within one day. Streamline the entire accounts payable process—from purchase order creation to bill processing and payment—resulting in faster approvals and reduced errors.
Improved Compliance: Automatically generate detailed audit reports for each approved item, simplifying audit preparation and ensuring compliance with regulatory requirements.
Paperless Operations: Digitize workflows to eliminate the need for paper-based processes, contributing to a more sustainable and efficient operation.
Simplified expense management: Simplify expense submission and approval with customizable workflows, real-time tracking, and seamless integration with accounting systems.

iPlicit

iPlicit is a cloud-based accounting software designed for medium to larger organisations that that have outgrown entry-level solutions or legacy on-premise systems. It offers enhanced flexibility, real-time reporting, and seamless integration with other cloud applications, providing a smooth transition from existing systems.

Benefits:

Automated Consolidation: iPlicit eliminates manual consolidation by providing a unified platform for multi-entity and multi-currency accounting needs.
Customisable & Real-Time Reporting for informed decision making: Users can generate reports using a wide range of standard options or quickly create custom versions, facilitating instant analysis. The platform provides unlimited levels of analysis, delivering one version of the truth for informed decision-making.
Time-Saving: The software's intuitive design simplifies complex accounting tasks, enhancing efficiency and allowing automation of many month-end and year-end processes.
Adaptable Workflows: iPlicit comes with standard workflows that meet common business requirements but also allows users to create variations to reflect specific processes.
Complete Control: Organisations can delegate tasks and set user permissions, ensuring that each user has appropriate access based on their responsibilities.
Accessibility: iPlicit's true-cloud architecture ensures accessibility from any modern browser on any device, without the need for local installations.
Seamless integrations: iPlicit's open API facilitates easy integration with various systems, including bank feeds, payroll, and CRM platforms like Salesforce and HubSpot, ensuring smooth workflows and eliminating data silos.
Always using the latest technology: Users benefit from continuous enhancements without disruption, as iPlicit's architecture supports seamless upgrades that do not affect customised configurations.

We are here to help

Our dedicated Digital Delivery team are on hand to help you implement technology to your business and for ongoing support to ensure you are realising all of the benefits of technology. This expert and experienced team will work with you from tailoring your chosen solutions, through to implementation and set up, and remain on hand providing dedicated support for a seamless transition and beyond.

Cloud Technology Partners