Author: Rowan Van Tromp
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Receipt Bank and Xavier become Dext
Dext is the essential digital accounting platform to fetch all paperwork to one place and…
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Adding clients to TaxCalc with ease with help from Zapier
Make onboarding that bit easier with client imports.
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Commazero: Enabling Accountants to Offer Payments Services to Clients
Checkout the latest app to enter the payments space: Commazero
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Automate your AML onboarding in Pixie with Xama
AML and identity verification are complex areas where the technology is always evolving, and here…
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Karbon January 2021 Update
Undo sent email and improved search functionality (beta).
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AccountancyManager: A Comprehensive Feature Guide
AccountancyManager is a cloud-based Onboarding & Practice Management Software built by accountants, for accountants. Auto…
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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…
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Introducing MyDocSafe Proposals
An introduction to the proposals module of MyDocSafe
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Flowlens Launch Commercial Invoices
Flowlens now enables exporters to generate commercial invoices, including weights, incoterms, commodity codes.
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New Features from ApprovalMax
New features from ApprovalMax including: creating bills from purchase orders, workflow export, and scheduled summary…
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Event: Forecasting the Future
We know that navigating the app ecosystem can sometimes feel overwhelming so we've brought together…
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nettTracker Product Update – January 2021
nettTracker provides an automated fixed asset register for QuickBooks Online and Xero. Here are their…
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Cybersecurity Email Mini-Course
A five-day course to help you improve your cybersecurity from SmartVault
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Senta creates a furlough claims workflow
Senta has created a workflow for UK accountancy practices to help gather data for clients…
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Simpro Release Mobile Stock Module
The Stock module is the latest modular release for simPRO Mobile, designed for field users to create…
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BI Vision Updates from Unleashed
December 2020 updates to Unleashed's BI Vision
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Karbon’s 2021 roadmap exclusive preview
Join Andi, Lachlan and Sara from Karbon for their exclusive 2021 roadmap preview.
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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…
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Recurly Xero integration flaws and how to overcome them using…
Overcoming problems with the Recurly Xero integration using Zapier.
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Can you avoid currency conversion charges when getting paid by…
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QuickBooks Receipt Snap – App Advisory Plus Review
QuickBooks have launched their receipt capture feature, called Receipt Snap. We tested it out.
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A2X Shopify Integration
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An introduction to Scoro
What is Scoro? How Scoro can help you in your firm? Who does Scoro integrate…
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Who are nettTracker
Find out more about how nettTracker works to support more automated management of fixed asset…
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Credit control in Covid-19
Will Farnell was joined by David Tuck to discuss the role of credit control in…
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Revising and refining your data collection process with Receipt Bank
Will Farnell was joined by Mark McNee from Receipt Bank for the May 2020 App…
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Confidence in times of Uncertainty with Capitalise
Watch our webinar recording to hear Will Farnell and Phil Hobden discuss how you can…
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Adding value to clients with HR services by CitrusHR
Will Farnell and David Lester discuss the synergy between HR and Accountancy, why bundling HR…
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How CitrusHR have supported customers with new Coronavirus features
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What’s all the fuss about Fathom?
As part of our App of the Month series Will Farnell had a conversation about…
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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…
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Scenario Planning for Business Revival
Float was our App of the Month for June 2020, and as part of that…
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Build your Data Hub to drive App Advisory with Silverfin
Cameron John from Silverfin spoke to Will Farnell of App Advisory Plus about how Silverfin…
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Turning App Confusion Into App Confidence
Are apps a cost-centre for you, rather than the profit centre they should be?
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simPRO feature updates
Lock timesheets for payroll and automatic invoice payments with Square
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Ways to use Zapier in your Accountancy Practice
Catch up on our webinar with Simon Chaplin of The Accountants' Mastermind.
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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…
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Xama Onboarding has Launched
Xama has launched their new AML onboarding and ongoing compliance service. Provide clients with a…
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SmartVault Release Salesforce Integration
Connect SmartVault to your Salesforce account to allow your team to upload, store, and share…
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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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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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App Advisory Roles and Responsibilities
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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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