Digital Solutions July Round-Up

Welcome to July’s round up of all exciting updates that’s been happening in our Digital Solutions Team…

Starling Bank

As a reminder, we have an exclusive partnership with Starling Bank. We partnered with Starling to provide our clients with a digital banking solution. The key features of Starling are:

• A free business bank account. No fussy forms, no waiting around.
• Get down to business now with a simple in-app application and no monthly fees or UK payment charges.

• 24/7 customer care. Need a hand? Get in touch 24/7 in the app or by phone.
• Cash deposits and cheques.
• Connect to an accounting software. Link accounts with QuickBooks, Xero or FreeAgent and never manually upload a statement again.
• Automate your expenses. We’ll automatically sort your expenses into business categories to simplify your reporting.
• Multi-director accounts.
• Easy switching. Ready to move everything over? We’ll do it all for you through the guaranteed Current Account Switch Service.
• FSCS protected. A fully regulated UK bank account, where your money’s covered up to £85,000 by the Financial Services Compensation Scheme.

We have our very own Unique Starling Bank Application for Client Referrals, which can be requested directly from Emma.

We work with several bank accounts, so if Starling is not a suitable fit for your client, please reach out for a full list! 

Sage

Over the past couple of months, we have been working closely with Sage to integrate their products into our solution offerings. We want to be a firm who can offer  a variety of cloud accounting solutions and our partnership with Sage is designed to bring cutting-edge business management solutions to our clients, and we’re excited to share the progress we’ve made.

Sage 50 continues to be a reliable tool for many businesses, however, we recognise that many businesses are transitioning to cloud-based solutions for greater flexibility and accessibility.

To address this need, we also have access to Sage Business Cloud, which is an excellent solution for clients looking to upgrade from desktop to cloud-based systems. Sage Business Cloud offers a comprehensive suite of features that support various business functions, including accounting, financial management, and payroll. It’s particularly advantageous for clients who are already familiar with Sage products and seek to benefit from the scalability, real-time data access, and collaborative capabilities that cloud solutions provide.

Additionally, we’re excited about the AI Co-Pilot feature within Sage’s offerings. The AI Co-Pilot is designed to enhance user experience by providing intelligent assistance and insights. This feature leverages advanced artificial intelligence to help users with routine tasks, offer data-driven recommendations, and automate processes, boosting productivity and streamlining operations. It’s a valuable tool for clients looking to maximise their efficiency and gain deeper insights into their business performance.

Referrals and Projects

A heartfelt thank you to everyone who has been identifying valuable opportunities to enhance our clients’ processes and systems and directing these referrals to our Digital Solutions Team.

We’re thrilled about the exciting projects on the horizon and the impressive enthusiasm for Fathom!

Xero Lunch and Roundtable

In July, Hannah, Chloe, and Reshma had the pleasure of attending a Xero Lunch and Roundtable. It was an excellent opportunity to explore the latest developments and enhancements in Xero, engage with Xero partners, and enjoy a delightful assortment of freebies!