Author: Rowan Van Tromp
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What you need to know about Flowlens
Flowlens is a modular SME cloud platform for equipment/machinery manufacturers and dealers. It manages sales,…
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Introducing AccountsPrep by AutoEntry
AccountsPrep is the write up module of AutoEntry for preparing accounts in arrears. It provides…
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Futrli Predict Revenue Risk Management
Many businesses believe they have less than 3 months cash reserves. This poses a risk…
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Our Comparison of Integrated Forecasting Software
We’re releasing our independently curated comparison of Integrated Forecasting software (initially published via our partnership…
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simPRO Data Feed for Supplier Invoices
simPRO Data Feed extracts data from emails and attached documents, including PDFs, CSVs, Excel spreadsheets,…
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Creating a high quality onboarding experience
In this webinar Will Farnell of App Advisory Plus was joined by Trent McLaren of…
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How to focus your app research to find the right…
With an ever increasing choice of apps available for accountants, it can be hard to…
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AccountancyManager QuickBooks Online Integration Review (Part 1)
Overall this is a good integration that makes it much easier to manage contact data…
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Automate AML onboarding and ongoing compliance with XAMA
Watch our webinar with Xama Onboarding and learn how to automate AML onboarding and ongoing…
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Doing and Documenting Requirements-Driven App Research
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How to integrate Pixie and Clockify for Time Tracking in…
Time tracking is available in Pixie via an integration with Clockify. However this just saves…
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Retail Ecommerce App Stack Example Case study
This is an illustrative example of an App Stack that might be suitable for this…
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Pixie Release Client Tasks and Checklists
Now in Pixie, you have the ability to assign tasks and checklists directly to your…
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Senta Advisory Gives More Tools to Accountants
Senta, the cloud-based practice management software firm, is supporting accountants and bookkeepers to step up…
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How to use WorkflowMax, ApprovalMax, Receipt Bank, and Xero
Sometimes processes aren't integrated, but there are workarounds to achieve the result you want. This…
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Free Consultation
There are hundreds of apps in the ecosystem, and when you have a problem to…
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AccountancyManager Release QuickBooks Online Integration
Contact information and invoices.
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Enhancing Spend Control: Best practices on selecting industry specific App…
Catch up on our webinar and access exclusive resources.
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How to integrate GoProposal with Pixie using Zapier
This article looks at how you can make use of GoProposal’s Zapier integration to automate…
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GoProposal Launch Oversuite™
Oversuite™ is a suite of smart engagement letters that evolve with regulatory changes & auto-update in…
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How to move to an online document storage and signing…
Most of you will have some sort of system for storing documents digitally – the…
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QuickBooks Launch Onboarding Service
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The Ultimate Guide to Accounts Receivable
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Receipt Bank Launch Pay
Pay is powered by Plaid and uses open banking to connect to all of the…
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How to use Zapier to automate everything: Webinar Resources
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How do the QuickBooks and Xero Zapier integrations compare?
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How do the Zapier integrations for Karbon, Pixie, and Senta…
Triggers Trigger Name Trigger Name Trigger Name Client Created/Updated ✅ New/Updated Organisation Contact ✅ New/Updated…
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Automatically Send Invoices from Xero once they’ve been approved by…
Using Zapier
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GoProposal Release Zapier Integration
The integration opens up new frontiers for GoProposal users to integrate their sales CRM, such…
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On-Demand ACCA Webinar: How to focus your App Research to…
In this session you will learn how to approach conducting research into apps, get an…
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You can now use date offsets in placeholders
Senta has recently made an update to placeholders, which you can use to pull client-specific…
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Can you use WooCommerce with Unleashed?
Unleashed does not have a direct integration with WooCommerce. However there are a few different…
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Zahara Feature Updates
Courtesy of Zahara: Here are the latest features
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Why would you use Shopify with Unleashed?
Key insights from John Horton of Unleashed
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Problem-Specific Fact Finding
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How to productise App Research
Research is a valuable service and the way it is presented is crucial in conveying…
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App Advisory Fundamentals
We’ve put together a series of knowledge articles to help you to understand the basics…
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Satago Has A New Look
Satago is an app that provides automated credit control, risk insight and single invoice finance…
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Webinar Recording: Advising businesses that make, manage or move products
Will Farnell was joined by John Horton from Unleashed Software for a webinar around advising…
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The risk of crowdsourcing app advice
Online communities are a well established way that accountants can interact with their peers to…
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FREE content series to become a Client Payments Advisor
In partnership with our app partners we've put together a FREE content series to help…
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New feature: Get paid on time with GoCardless (Beta)
You can now get paid from Tide invoices by Direct Debit via their new integration…
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Workflow Best Practices for Accountants
In recent years we've seen a huge explosion in accounting tech to help you optimise…
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Use fixed date deadlines in your Pixie workflows
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Futrli Launch Predict
Futrli have launched Predict, a forecasting solution dubbed the Sat Nav for your business. Predict…
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Practice Ignition Update Client Billing Schedule
When creating invoices for work that's being billed manually, you can now see the "project"…
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Everything you need to know about Arthur
Arthur is a cloud-based property management system with a functionally-rich suite of apps. By bringing…
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Amazon Vendor vs. Seller: What’s the difference?
Deciding whether to sell on Amazon as a Seller or a Vendor can be confusing,…
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Comparison of CreDec, Telleroo, and Transferwise
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What’s your role in App Advisory?
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4 key challenges for providing App Advisory services?
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Leap Xero
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What are client accounts and should you be using them…
Setting up client payments such as payroll or supplier payments for small business clients will…
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What are typical Bacs payment charges?
A Bacs payment is the cheapest way to make a bank payment. It only costs…
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CreDec’s User Guide for Xero
Find out how CreDec integrates with Xero.
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Payment Service Design Checklist
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Why use a Bacs bureau?
A bacs approved bureau allows businesses to directly submit payment files to third party software…
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How long does a BACS payment take?
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What are advantages and disadvantages of Bacs payments?
Bacs is the number one payment method businesses use to pay their employees or suppliers…
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UK Faster Payments: The Basics
The UK Faster Payment System enables you to make instant bank payments. A regular bank…
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Karbon release Time and Budgets
Karbon have released time and budgets, their biggest ever feature release. We reviewed it to…
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Chaser Feature Updates
Chaser have introduced updates to their reports, the way they display data, and two factor…
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Practice Ignition’s Updated Client View
Practice Ignition have updated their client view so you have better visibility into your client…
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A simple referral for debt recovery
Capitalise have partnered up with SRA-regulated Escalate to offer a Capitalise recovery – a debt…
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AutoEntry & Receipt Bank: How do the line items match…
We've compared the cost, user control, and extraction capabilities of Receipt Bank and AutoEntry.
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Offering Payment Management Services to Xero Clients
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App Stack Reporting
Our App Stack Reporting tool is designed to provide you with a quick and easy…
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Xero acquires Waddle
Xero have announced the acquisition of Waddle, a cloud-based invoice lending platform. Waddle helps connect…
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Unleashed have released their Manufacturing App Playbook
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App Favourites
We’ve launched a new feature called App Favourites. If you’re the owner of your team’s…
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Pixie release Checklists
Checklists are now available in Pixie 🎉
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Zenoti Xero Integration
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A Simple Email Campaign to introduce your Systems Advisory Service…
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Stripe Xero Bank Feeds
How it works You can set up a Stripe feed without setting Stripe up as…
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Everything you need to know about Xero’s Industry-Specific app of…
Re-Leased is a specialist solution for large commercial and mixed (commercial and residential) property portfolios.…
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Practice Management Software Guide
Introduction Purpose built, cloud-based practice management software has a number of advantages over using general…
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What are the key benefits of process mapping?
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How to Become Data-Driven and Close Your Business Blindspots
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How Rowdens use App Advisory Plus for App Research
Rowdens were founder members of App Advisory Plus and have access to our one-to-one help…
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A Review of CarVue’s Xero ‘Integration’
We took out a trial of CarVue to test how the VAT margin and integration…
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Is your advice around spend control fit for the new…
Join Will Farnell and David Lester on Jul 22, 2020 at 10:00 AM GMT as…
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GoProposal Launch Data Driven Pricing™
Pricing services just got a whole lot easier for Xero accountants with Data Driven Pricing™…
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Telleroo’s Xero Bill Payments Integration Review
Telleroo have launched their new direct integration with Xero for bill payments! Here's our review.
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A2X Multi-Country and Multi-Currency
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Our Comparison of Receipt & Invoice Processing Software
We're releasing our independently curated comparison of Receipt & Invoice Processing Software.
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ApprovalMax bill review and approval for QuickBooks Online
How it works and our view on the integration.
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How to offer automated credit control as an added service…
In this article, we’ll discuss how you can use Satago to provide an automated credit…
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App Advisory Plus speak to QB Labs
App Advisory Plus Operations Director Rowan was recently guest on QB Labs hosted by QuickBooks…
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Compare Apps with our App Stack Builder
See for yourself Try for yourself Compare apps for the following categories Appointment Scheduling 3-Way…
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Industry Sectors
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App Categories
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Process Mapping
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A2X Shopify Integration
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Lead Management 101
In this 101 we will go through the typical stages of a lead management system…
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On Demand Webinar – Managing leads for a better night’s…
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Introducing our Help Desk support service
Our Help Desk support service is designed to get you the help and support that…
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Template Forms
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Calxa Review
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Should you use more than one data capture tool?
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The App Advisory Plus Relaunch
We've got some exciting new developments to share with you that will be released next…
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