Someone must do the books, but who and how? You might be an accidental bookkeeper (married or born into the business), or you’re looking for a successor to your current bookkeeper (potentially Mum or Dad has had enough…). There is an easier way to get this job done. The risk of having someone who isn’t interested in the job, means the quality of the data going into might not be what you want it to be.
You might also have a shoebox (either physical or in your computer) that means it is virtually impossible to find anything when you need it.
Pinion Integrated Office is pre-accounting software, which uses AI to identify bills and statements and then process them, prior to the information going into Xero. Using Robot Accounts, all bills and statements are identified, scanned and processed ready for you to check before going into Xero.
Transform how you process bills and reduce the amount of time you are spending in the office.
Increase the accuracy of your bookkeeping by reducing manual data entry.
Because your data going into Xero is more detailed, your reports coming out will be more useful and enable you to make better management decisions.
If you can relate to the above, then Pinion Integrated Office is the answer!!
Using standardised items for inputs, a standard chart of accounts (with room for customisation) and a sophisticated Rules Engine, you will only need minimum input into all your accounts payable documents. The software will check for duplicate bills (no more double payments) and match up your monthly statements (no more missing invoices). You can assign assets to transactions to keep track of your total cost of ownership of your key equipment. There’s a spot for Company Review, so any bills that need to be checked by others in the business, won’t go through to Xero until they are approved.
All inputs (direct inputs, water, power, diesel) are standardised to their units of measure for easy reporting in Xero. Because the robot is doing all the work, you don’t have to. Once the information is in Xero, the reporting is so much easier than ever before. Sustainability Reporting for commodity purchasers, banks and other entities is simplified.
All you need is one email address for your documents that you supply to your vendors and team members. A copy of every document is attached to the transaction in Xero… nothing is lost. If the document isn’t a bill or statement, then the robot will identify what it is and prepare it for archiving.
Pinion Integrated Office will save you time, automate and standardise your data collection. This gives you more time to use the data that is already collected to make better management decisions.
With more accurate data, Power BI can be used to create reports to support your decision making. If you have multiple entities in different Xero files, Power BI can present your Profit & Loss statement and Balance sheet in combined and separate reports. No more trying to export to Excel and line up each account. All with the click of a button in Power BI.
If you want to make positive changes to how you do your bookkeeping, call Sarah today on 1300 746 466 to schedule a demonstration of the software.