There are plenty of easy-to-use finance and inexpensive business tools means that your business clients will find useful, and should help improve their Finances.
Our list of 5 applications for you to recommend your clients.
1. Dext (Document Automation)
Dext takes a photograph using a mobile phone of copy of paper receipts, invoices or bank statements and uploads them. It can also connect with PayPal, Amazon and over more than 1,400 suppliers to directly import paperwork.
Think how much time you and your business clients spend on paperwork and keying-in the data needed for their bookkeeping and expenses.
And recent research shows over £1,000 is lost in claimable expenses per year by the average small business due to lost or incorrectly labelled receipt and records.
2. Chaser (credit Control)
Chaser provides credit control, credit checking, debt collection, SMS payment reminder and more via its online service.
Using credit control solutions sees clients get paid up to 16+ days faster, which has a significant positive impact on their cash-flow situation.
- Check a company’s credit score with integrated Experian
- Keep track of your debtors & Recover debts from late paying customers
- Automatically chase outstanding invoices & collect late payments
3. Float (Forecasting)
Float gives you a clear, precise view of what’s happening with your business’s cash today (and tomorrow), based on real-time information pulled directly from your accounting software. Float allows you to make more confident decisions about the future of your business, including when you can expect payment from a debtor and understand what your spending.
4. Soldo (Expense Management)
A multi-user expense account, Soldo helps companies manage their spendings by connecting smart company card and control, track and report spending. Soldo integrates prepaid Mastercard cards, a web-based administration console and a mobile app into one intuitive future-ready platform.
5. Wise (Currency Transfer)
Companies that trade in multiple currencies can use Wise to save money on transfers and get local bank details for 10 different currencies. Pay employees, get paid and manage your cash flow overseas in one place.
And if your clients are using financial technology then why isn’t your practice?
Our list of 5 applications for your accountant practice to try.
1. Ignition (Practice Management)
Ignition makes it simple to engage clients, get paid and run your accounting or professional services business on autopilot. From impressive online proposals to automated engagement letters and payments, we free you up to focus on what matters most - your clients.
2. Accelo (Time & Billing Software)
Improve client relationships and automate business processes with Accelo, including managing workflow, maximising billable time and integrating your staff, clients, work and billing in a central system so that everyone has real-time access to client information.
3. Spotlight (Reporting & Forecasting)
Integrated reporting and forecasting that allows you to create insights for you clients based on data to inform better business outcomes.
4. Revolut (FinTech Bank)
Revolut partner with accountants to offer priority onboarding for your clients, a dedicated account manager and the opportunity to test out products before we release them. Clients also receive free access to features normally reserved for our paid plans, including Payment approval, User permissions, Bulk payments, and Perks.
5. M&A Deal Platform (Company Valuation & Corporate Finance as a Service)
We provides a Business Valuation Application that allows you to create Company Valuations for your Clients under 30 minutes and use them to generate revenue as well as talk about raising funding, maximising their valuation and other corporate finance services.
