Accounting Software Do Beautiful Business

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Accounting Software Do Beautiful Business

xero dashboard

We announced the beta is now open for an integrated practice management and tax within Xero Practice Manager (XPM) to UK accountants and bookkeepers. Surface deep insights into their business, instantly create informative reports and offer tailored solutions. Set up smart automations to reduce practice and compliance admin so you can spend more https://www.simple-accounting.org/ time on your clients. Our team provide support from start to finish, working with you to define success, connect your data with stunning dashboards, monitor performance and drive continuous improvement. We’re experts at combining business consulting and data analytics to provide tailored solutions, maximising your operational efficiencies.

The trusted and reviewed apps to add to the key areas of your practice this financial year

Now, users who are working in Xero and ask for help will get a fast, simple, AI-generated answer alongside a list of other relevant content articles. The answer takes into account the page they’re viewing and the version of Xero they use to ensure the surfaced information is relevant. We know that in accounting, there’s just no room for this kind of hallucination.

xero dashboard

Visualize your performance

xero dashboard

We hope these guides help to provide some inspiration in taking the first step towards exploring using AI in your practice and encouraging your clients to do the same. So, to help you and your clients embrace AI and understand the benefits of these new tools, we’ve published two simple AI guides, tailored to small businesses and their advisors. Xero’s dashboard template provides you with insights about cash flow, bank accounts, sales and expenses entered in Xero to stay on top of your business. We were excited to unveil the first look at the client insights’ snapshot which shows key client financial health metrics such as business health, profit and expenses across the practice.

Get started with Dashboard Insights

xero dashboard

It will make managing jobs across your practice much easier when you know how they line up to your clients’ tax obligations. It will help you automatically prepare partnership annual accounts and tax using Xero data, and seamlessly file partnership tax returns with HMRC. You can now manage your compliance tasks, all in one place, eliminating the need to have multiple practice tools. Digitising tax and accounts workflows is the key to optimising efficiency in your practice, so we were delighted to unveil the next addition to Xero Tax, our new partnership tax solution, at Xerocon.

Efficient payroll management is crucial, but disconnected tools and platforms can make it difficult to get a complete, real-time view of your clients’ financial position. These updates will help you serve more types of small businesses, make crucial pay runs easier to administer, streamline multi-client tasks, and reduce manual payroll errors. Lead with confidence using our “SaaS Leadership Dashboard” powered by Stripe and Xero. Get real-time insights into financial and operational metrics for informed decision-making. Lead with confidence using our “SaaS Leadership Dashboard” powered by ProfitWell and Xero.

  1. Digitising tax and accounts workflows is the key to optimising efficiency in your practice, so we were delighted to unveil the next addition to Xero Tax, our new partnership tax solution, at Xerocon.
  2. And soon Just Ask Xero (JAX), our generative AI-powered smart business companion, will be here.
  3. This development followed our launch late last year of generated answers in Xero Central, our customer support and learning site, which has reduced search times by approximately 40%.
  4. As GenAI continues to evolve, the possibilities it brings in terms of efficiency, innovation, and competitive advantage to businesses that embrace it are vast.
  5. The Xero dashboard includes graphs showing total cash in and out, invoices owed to you, and bills you need to pay, to give you insights into your business cash flow.

Lead with confidence using our “SaaS Leadership Dashboard” powered by ChartMogul and Xero. We showcased the first look of payroll manager, a new dashboard in XPM and Xero HQ, that gives you an easy way to view payroll data across your practice’s clients in one place. Client insights will provide accountants and bookkeepers with the data they need to best support their clients.

We’ve also rolled out an AI-powered setup guide for those onboarding to Xero, providing all new users with relevant answers and information as they set up their return on equity and get started in the product. Until now, using generative AI (GenAI) for accounting tasks has been challenging due to how  LLMs (the large language models that power this technology) work. Our integration with Xero Practice Manager consolidates and transforms your client, invoice, cost, job, task, staff and time sheet, and budget data into a meaningful set of insights.

Additionally, we’ll make it easier for small businesses to switch to Xero Payroll anytime during the tax year, by simply uploading their most recent filing data and following a few simple steps. Xero will be the first major accounting platform to offer Tap to Pay in the UK. Tap to Pay enables businesses to accept payments on the spot, right from the Xero Accounting app. The new contactless payment method for Xero invoicing, enabled through Stripe, gives small businesses more ways to accept the types of payments customers want. In May, we embedded new GenAI-powered help content inside the Xero product to surface accurate answers, faster.

Ensuring that the numbers you’re working with are accurate is essential, so we’ve invested heavily in building technology that you can trust. JAX, your smart business companion, available in beta in August this year, will https://www.personal-accounting.org/what-type-of-business-bank-account-do-i-need/ help you and your clients run your businesses more efficiently. You’ll be able to Just Ask Xero to complete tasks such as generating an invoice or editing a quote right from the apps and devices you commonly use.

Access Xero features for 30 days, then decide which plan best suits your business. The functionality of your Xero dashboard won’t change, but there are some small tweaks to the design that may take some getting used to. The new version is designed to give you a consistent experience across Xero, while also improving speed and accessibility. Sync Xero with software you already love or easily find and try new apps designed to save your business time and money at the Xero App Store. Access all Xero features for 30 days, then decide which plan best suits your business. Once you’ve set up things like bank feeds and invoices, the dashboard charts and graphs will show that information.

Plus, it can be hard to get excited about the benefits of GenAI if you don’t really understand it. Dashboard Insights seamlessly integrates with third-party software and offline data platforms to consolidate key metrics into accessible insights. A Xero Dashboard gives you an immediate snapshot of your business’s financial status. The Xero dashboard includes graphs showing total cash in and out, invoices owed to you, and bills you need to pay, to give you insights into your business cash flow.