Ashbury provides training and consulting services to food producers across the world to ensure regulatory compliance. They work closely with major UK food retailers, including Tesco and Aldi.
We supported the implementation and integration of training management, learning management, and subscription management systems, integrated to Xero accounting software.
As part of the implementation we designed automated workflows using Zapier.
Buck's Club is a private members club based in London Mayfair. They have a bar and restaurant within the club, and use EPOS Now as their point of sale.
Whilst EPOS Now has a native integration to Xero, this was not suitable for their complex reporting and billing requirements, so we built a bespoke integration using the EPOS Now API and Zapier.
Farnell Clarke are an award winning firm of accountants and business advisors.
We integrated their HubSpot, Practice Ignition, and Senta in order to automate transfer of data between systems, and maintain data integrity.
Tribe Culture Change
Tribe provides expert culture change consultancy services, delivered through projects as well as an online subscription service.
We advised on an integrated solution to allow them to better understanding of the utilisation of their team, and overall project performance, in real-time, as well as to introduce efficiencies into the quoting, contract, and billing processes, alongside wider improvements to their financial systems.
Pepper provides apps for cafes, bars, and restaurants to allow customers to make online orders and payments.
We advised on an integrated CRM, subscription management, payments, and accounting system that would streamline their prospect-to-subscription-payment process, to manage high growth whilst limiting resource required by their finance team.
Propel run a subscription platform using Memberpress.
We automated their subscription invoicing process, by integrating Memberpress to Xero using Zapier, covering both invoice generation and payment. We mapped different products to different account codes, as well as using tracking categories for different product types.
We provided bespoke integration between Salesforce and Xero for multi-currency invoicing, with differing credit terms across product lines.
"Our company recently decided to change over to a new accounting software and Rowan has been instrumental in helping us with integrating it with various systems. He's catered exceedingly well to our rather complicated internal process and made it possible. He's also really quick to respond to any queries and resolve any issues."
Warren Day Accountants
We reduced the time taken around managing new enquiries and onboarding, by setting up a system integrations using Zapier.