Pixel

Our New Project Management System – XeFlow

Gary Green
Gary Green
January 10, 2020

Key Business Consultants recently launched our very own addition to the Xero partner app scheme – the XeFlow project management system.

XeFlow project management combines the best of cloud accounting system Xero and invoice management software WorkflowMax. In this article, we’ll tell you all about how our new app can save you time, streamline your admin and improve the accuracy of your invoices.

The Best of Both Worlds

We strongly recommend that all our clients use Xero for their accounting and bookkeeping. It does a lot of the heavy lifting, so you can concentrate on running and growing your business.

We’ve helped hundreds of clients set up, optimise and manger their Xero accounts. And we were recently awarded Gold Partner status by Xero themselves.

WorkflowMax is an excellent invoice and project management system, but it does have some areas for improvement (particularly in respect of bulk and batch jobs).

By leveraging our extensive contacts in app development, we were able to combine the best of both services into our very own project management system.

Reduce Your Admin Time

Because XeFlow syncs directly from Xero and WorkflowMax, you can automate your admin tasks with just a few clicks:

  • On board clients directly from Companies House
  • Automatically add jobs every time you on board
  • Send bulk emails
  • Archive a number of clients in a single batch
  • Post timesheets
  • Stay synced with all your client’s information

Regularly scheduled tasks like month ends and annual Ts & Cs updates are also simple with XeFlow. Simply set up the rules and the required contacts – XeFlow takes care of the rest.

Crush Those Time Sheets!

All professionals hate doing time sheets. Trying to reconcile hand-written notes, spreadsheet entries and even old e-mails… The whole thing can quickly become overwhelming.

XeFlow offers an elegant solution to all your timesheet headaches. We call it TimeCheats – a revolutionary new way to manage and process timesheets.

Simply link your Gmail or Microsoft account directly to XeFlow. The software then reads times and contacts, and makes suggestions as to where to allocate your time. Therefore, no more scrolling through your inbox trying to remember what you were doing on Tuesday morning!

How Does It Work?

Registering with XeFlow is simple. Subscriptions start from just £15, with unlimited customer support and free updates with all packages.

If you’d like more information, either check out the XeFlow website, or get in touch and we’d be happy to arrange a no-obligation demonstration at your office.

Interested in our services?
Fill in your details and a member of our experienced team will be in touch shortly to discuss your needs.
We adhere to strict GDPR rules and do not reveal or sell your data to any third-parties. For more, please read our Privacy Policy.
Latest Insights
March 4, 2022
An Overview of EIS (Enterprise Investment Scheme) - All You Need to Know

There are several benefits for the EIS, or Enterprise Investment Scheme, to make this an interesting...

March 3, 2022
Tax Relief for Angel Investors: Gary Green's Webinar for Stakeholderz

Key Business Consultants' principal Gary Green spoke with Stakeholderz discussing the SEIS & EIS scheme and...

February 23, 2022
What Are EMI Share Schemes? All You Need to Know

If you are considering awarding shares to your employees, an Enterprise Management Incentive is often the...

January 31, 2022
Payments on Leaving Employment: How to Reduce Your Tax Liability

Normally the process for leaving employment is quick and straightforward but this is not always the...

January 17, 2022
HMRC Investigations: What You Need to Know

Discovering that you are being investigated by HMRC can be very stressful, even if you are...

January 14, 2022
Business Transactions - Guide to Planning and Executing Efficiently

There are some transactions in business that are significant and require substantial forward-planning to be a...

January 12, 2022
Why Employee Equity is an Important Issue For Every Business

Being a business leader is about being willing to embrace innovation and be flexible about how...

January 10, 2022
An Employer’s Guide to Settlement Agreements

If you need to terminate the contract of an employee, a properly drafted settlement agreement can...

January 7, 2022
Taxation of Private Company Shares - What Should You Know?

Many companies opt to reward their employees with shares or options because of the manifold benefits...

View Our latest insights »
Get the latest UK tax & business news and guidance delivered straight to your inbox
We care about the protection of your data. No spam. Unsubscribe anytime.
Copyright © 2022 Key Business Consultants LLP. Reg: E&W OC389322
linkedin facebook pinterest youtube rss twitter instagram facebook-blank rss-blank linkedin-blank pinterest youtube twitter instagram