Author: Rowan Van Tromp

Ways to use Zapier in your Accountancy Practice

Catch up on our webinar with Simon Chaplin of The Accountants' Mastermind. 

Introducing Comma – The UK’s first native open banking bulk…

Comma is the UK's first native open banking bulk payments system. It helps owner-managed accounting…

Reviewing systems, change management & project planning – How to…

An on-demand webinar brought to you by Practice Ignition.

On demand webinar: Best practices for standardising your critical processes…

In this on-demand webinar, you’ll learn best practice steps for documenting your processes, sharing them…

Quaderno Xero & QBO Integration

Find out about the integrations.

What is SmartVault?

SmartVault is a secure, cloud-based document management and storage solution built for the unique security,…

Introducing Xama Onboarding

Xama Onboarding makes the process of AML onboarding and ongoing compliance easy for customers and…

How can simPRO help Field Service businesses

simPRO is a cloud-based business management platform for field service businesses managing service, project and…

Excel add-in for Xero

Scottʼs Add-in for Xero and Excel extends reporting capabilities for Xero users that have outgrown…

An overview of Pixie

Pixie is a practice management app for small accounting & bookkeeping firms. Don’t be fooled…

G-Accon – Transaction List by Customer and New Features

G-Accon has a new Report: Transaction List by Customer and New Features

Europe’s leading software investor Hg acquires major shareholding in Dext 

Investment follows a record-beating financial quarter for Dext, which recently passed 1 million users 

The Automation Mindset: How to think about automation

Posted on March 11, 2021April 19, 2021 by Rowan Van Tromp

The Automation Mindset It is often hard to know where to start with automation, so…

How App Advisory Plus used Zapier to help Warren Day…

Posted on March 3, 2021April 15, 2021 by Rowan Van Tromp

Zapier is a powerful tool that helps businesses integrate their different systems. In this case…

A host of updates for better payment management

At Telleroo we talk to our customers all the time. You tell us what you…

Practice Management for better Client Experience

Posted on March 1, 2021April 15, 2021 by Rowan Van Tromp

We've compiled a recording for each of the apps that took part in our event.

Bespoke integration for Practice Ignition or GoProposal to Karbon

Posted on March 1, 2021April 21, 2021 by Rowan Van Tromp

Only add work items automatically for new clients, not renewals.

What can you do with Onkho’s Zapier Integration?

Onkho is a cloud practice management software that frees up time to focus on your…

Receipt Bank and Xavier become Dext

Dext is the essential digital accounting platform to fetch all paperwork to one place and…

Adding clients to TaxCalc with ease with help from Zapier

Make onboarding that bit easier with client imports.

Automate your AML onboarding in Pixie with Xama

AML and identity verification are complex areas where the technology is always evolving, and here…

Karbon January 2021 Update

Undo sent email and improved search functionality (beta).

AccountancyManager: A Comprehensive Feature Guide

AccountancyManager is a cloud-based Onboarding & Practice Management Software built by accountants, for accountants. Auto…

Everything you need to know about every bookkeepers best friend:…

XBert has evolved into a feature-rich tool that includes hourly AI-Auditing, integrated into task and…

Introducing MyDocSafe Proposals

An introduction to the proposals module of MyDocSafe

Flowlens Launch Commercial Invoices

Flowlens now enables exporters to generate commercial invoices, including weights, incoterms, commodity codes.

New Features from ApprovalMax

New features from ApprovalMax including: creating bills from purchase orders, workflow export, and scheduled summary…

Event: Forecasting the Future

Posted on January 14, 2021April 15, 2021 by Rowan Van Tromp

We know that navigating the app ecosystem can sometimes feel overwhelming so we've brought together…

nettTracker Product Update – January 2021

nettTracker provides an automated fixed asset register for QuickBooks Online and Xero.  Here are their…

Cybersecurity Email Mini-Course

A five-day course to help you improve your cybersecurity from SmartVault

Senta creates a furlough claims workflow

Senta has created a workflow for UK accountancy practices to help gather data for clients…

Simpro Release Mobile Stock Module

The Stock module is the latest modular release for simPRO Mobile, designed for field users to create…

BI Vision Updates from Unleashed

December 2020 updates to Unleashed's BI Vision

Karbon’s 2021 roadmap exclusive preview

Join Andi, Lachlan and Sara from Karbon for their exclusive 2021 roadmap preview. 

How to use Purchase Approval Workflows with Scoro, ApprovalMax, Receipt…

This article explains how to implement purchasing approval workflows when using Scoro as the project…

QuickBooks Receipt Snap Launched – App Advisory Plus Review

Posted on December 27, 2020April 19, 2021 by Rowan Van Tromp

QuickBooks have launched their receipt capture feature, called Receipt Snap. We tested it out.

Who are nettTracker

Find out more about how nettTracker works to support more automated management of fixed asset…

Revising and refining your data collection process with Dext

Will Farnell was joined by Mark McNee from Receipt Bank for the May 2020 App…

Confidence in times of Uncertainty with Capitalise

Watch our webinar recording to hear Will Farnell and Phil Hobden discuss how you can…

Adding value to clients with HR services by CitrusHR

Will Farnell and David Lester discuss the synergy between HR and Accountancy, why bundling HR…

How CitrusHR have supported customers with new Coronavirus features

Guest blog from David Lester Co-Founder and MD, CitrusHR.

What’s all the fuss about Fathom?

As part of our App of the Month series Will Farnell had a conversation about…

Is your advice around spend control fit for the new…

Will Farnell was joined by Darren Upson and Leigh Stallard of Soldo to discuss the…

Scenario Planning for Business Revival

Float was our App of the Month for June 2020, and as part of that…

Build your Data Hub to drive App Advisory with Silverfin

Posted on December 27, 2020April 19, 2021 by Rowan Van Tromp

Cameron John from Silverfin spoke to Will Farnell of App Advisory Plus about how Silverfin…

Turning App Confusion Into App Confidence

Are apps a cost-centre for you, rather than the profit centre they should be?

Pixie’s New Features

White-label your client portal and daily summary emails.

A gift from Scott’s Add In’s

This P&L template that uses Scott's functions, was created at Full Stack Modeller. The template…

simPRO feature updates

Lock timesheets for payroll and automatic invoice payments with Square

How To Support Your Remote Teams

ith Coronavirus still dominating work in the UK, CitrusHR's development team have been working hard…

AccountancyManager launches new risk assessment process

Accountancy Manager have revised their risk assessment process, find out more about the updates here.

The problems with the WooCommerce Xero Integration and how to…

We’ve recently been working on a project to streamline workflows for a business that uses…

Karbon’s New Features

In the latest Karbon update, Client Task emails that are automatically sent to your clients…

Xama Onboarding has Launched

Xama has launched their new AML onboarding and ongoing compliance service. Provide clients with a…

SmartVault Release Salesforce Integration

Connect SmartVault to your Salesforce account to allow your team to upload, store, and share…

Approval Max: two-factor authentication is now available

Two factor authentication is now available for all users!

New job date options

Senta have added in a couple of new options for when you want jobs to…

What you need to know about Flowlens

Flowlens is a modular SME cloud platform for equipment/machinery manufacturers and dealers. It manages sales,…

Clarity announce integration with Capitalise

Clarity announce integration with Capitalise!

Futrli Predict New Weekly View

Based on customer feedback Futrli Predict now offers a weekly view for your 3-way forecasts!

Introducing AccountsPrep by AutoEntry

Posted on November 30, 2020April 15, 2021 by Rowan Van Tromp

AccountsPrep is the write up module of AutoEntry for preparing accounts in arrears. It provides…

Futrli Predict Revenue Risk Management

Many businesses believe they have less than 3 months cash reserves. This poses a risk…

Our Comparison of Integrated Forecasting Software

Posted on November 24, 2020April 19, 2021 by Rowan Van Tromp

We’re releasing our independently curated comparison of Integrated Forecasting software (initially published via our partnership…

New features in AccountancyManager

As part of AccountancyManager's ongoing effort to consistently improve to meet the needs of their…

nettTracker Single Sign On is now available

nettTracker Single Sign On is now available, read on to find out more!

Scoro Update: Better Pipeline And Purchases

Scoro are introducing a couple of handy ways of reducing manual work in your sales…

Bulk actions in Pixie

Pixie are pleased to share with your threir all-new bulk client actions inside Pixie.

simPRO Data Feed for Supplier Invoices

simPRO Data Feed extracts data from emails and attached documents, including PDFs, CSVs, Excel spreadsheets,…

Creating a high quality onboarding experience

Posted on November 17, 2020April 15, 2021 by Rowan Van Tromp

In this webinar Will Farnell of App Advisory Plus was joined by Trent McLaren of…

How to focus your app research to find the right…

Posted on November 16, 2020April 19, 2021 by Rowan Van Tromp

With an ever increasing choice of apps available for accountants, it can be hard to…

AccountancyManager QuickBooks Online Integration Review (Part 1)

Overall this is a good integration that makes it much easier to manage contact data…

Unleashed acquired by the Access Group

We are delighted to give you the news that Unleashed has been acquired by the…

Automate AML onboarding and ongoing compliance with XAMA

Watch our webinar with Xama Onboarding and learn how to automate AML onboarding and ongoing…

Doing and Documenting Requirements-Driven App Research

Posted on November 11, 2020April 18, 2021 by Rowan Van Tromp

With an ever increasing choice of apps available for accountants, it can be hard to…

G-Accon for Xero November Release Update

G-Accon have just released some exciting new updates, read on to find out more.

Retail Ecommerce App Stack Report Example Case study

Posted on November 9, 2020April 15, 2021 by Rowan Van Tromp

This is an illustrative example of an App Stack that might be suitable for this…

Pixie Release Client Tasks and Checklists

Now in Pixie, you have the ability to assign tasks and checklists directly to your…

Senta Advisory Gives More Tools to Accountants

Senta, the cloud-based practice management software firm, is supporting accountants and bookkeepers to step up…

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…

Free Consultation

Posted on November 4, 2020 by Rowan Van Tromp

There are hundreds of apps in the ecosystem, and when you have a problem to…

AccountancyManager Release QuickBooks Online Integration

Contact information and invoices.

Post payments from inside Staffology for approval in Telleroo!

Now you can post payments from inside Staffology for approval in Telleroo!

EzzyBills enhance their simPRO integration

EzzyBills have now enhanced their simPRO integration, read on to find out more.

Soldo make your online payments more secure

Soldo have launched 3DS technology to make your online payments more secure.

Calxa Update: Improved Importing and Benchmark Reports

Calxa have iImproved their Importing and Benchmark Reports, to give you a smoother experience.

Dext Release Repeating Flows

Xavier have released an all new Flow creator with the ability to create recurring Flows!

Enhancing Spend Control: Best practices on selecting industry specific App…

Catch up on our webinar and access exclusive resources.

Scoro’s New Version Updates

Scoro has just released an exciting version update, including planner improvements.

Billing automation with built-in flexibility

Practice Ignition have released updates to the new Client Billing Schedule which give you more…

Introducing Capital Advisory as a Service Line

Capital advisory platform Capitalise has launched a new spin on accountants current advisory offerings.

How to integrate GoProposal with Pixie using Zapier

This article looks at how you can make use of GoProposal’s Zapier integration to automate…

Futrli Predict Update – Cash based VAT / GST

Predict now automates the calculations needed to ensure accurate VAT/GST predictions if you are on…

How to Build an Advanced Xero/QuickBooks Data Query in Google…

Here's how to Build an Advanced Xero/QuickBooks Data Query in Google Sheets

Capitalise launch Estimated Serviceability Calculator

Using data from Xero, QuickBooks, or Sage cloud accounts, Capitalise are able to build a…

Unleashed October Feature Enhancements

Unleashed have released some exciting new updates this month

GoProposal Launch Oversuite™

Oversuite™ is a suite of smart engagement letters that evolve with regulatory changes & auto-update in…

How to move to an online document storage and signing…

Most of you will have some sort of system for storing documents digitally – the…

Fathom release 6 Advisable Guides

6 new free guides on key topics including Pricing, Service, Education, Process, Technology and Marketing.

How to use Zapier to automate everything: Webinar Resources

Get the slides for this webinar Sign up for a FREE account to send us…

Reorder accounts and create account groups In Fluidly

In Fluidly you can now reorder accounts and create account groups! Read on to find…