Systems & Automation (Xero • Dext • Float)

Practical automation that buys back time and improves accuracy. We implement and designa best-of-breed stack around your accounting system to shorten month-end and create real-time visibility.
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What we do

  • Xero config and hygiene
  • Dext for AP/expenses (rules, approvals, audit trail)
  • Float for cash-flow (cadence, scenarios, multi-entity where needed)
  • Integrations and light process automation to reduce manual steps
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Outcomes

  • Faster month-end, fewer errors, better margin clarity
  • Scales volume without adding headcount
  • Happier finance team and stakeholders

First 90 days

‘Transformational in 6 months’ compared to where we were - forward-looking insight, notjust late, backward-looking numbers.
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• Weeks 1–2
Current-state review: backlog triage
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• Weeks 3–6
Implement/tune Xero, Dext, Float; pilot dashboards
• Weeks 7–12
Month-end acceleration: handover and documentation