Xero Bookkeeping with Bilanz for Business

Chat to us about how Xero can work for your business and receive 15% off plans!

• Run your business on the go – Easily add contacts, reconcile, create quotes and send invoices from
anywhere.
• Manage your cash flow – Schedule payments and batch paying suppliers.
• Simple payroll solutions – Input timesheets, calculate leave, pay employees and automate super.
• Directly connect to your bank – Process transactions and get paid faster.
• Manage Projects – Drive profitability with simple time tracking and job costing in Xero Projects.
• Dashboard – Get a snapshot of how your business is tracking in real time.
• Add on marketplace – Explore 700+ time-saving apps that connect with Xero.

Bookkeeping is more than just data entry or keeping the books ‘in order’. Bilanz for Business, based in Perth improves overall business management. We work with you to implement processes that will efficiently and effectively streamline areas of business

Online Invoicing:

  • Create and customise invoice templates, email within Xero and accept payments using the Xero platform.
  • Xero integrates with PayPal, Stripe, Square and other payment processors
  • Create and convert quotes to invoices
  • Schedule repeating invoices automatically.
  • Drag and drop features with Invoices
  • Automatic payment reminders can be set up. Saving you time by not having to chase up customers to pay on time. You can turn this feature on or off at any time.
  • Attach files to invoices, such as a document or photo of work completed.

Inventory Tracking and Purchase Ordering:

  • Create quotes and invoices, manage inventory levels. Create alerts for reorder quantities.
  • Convert purchase orders to bills for payments or invoices for your customers.
  • If you stock more than 4000 items you can integrate other applications from the Xero app marketplace easily.

Smart Reconciliation

  • Bank transactions automatically feed daily into Xero (once set up), allowing for reconciling against the bank transaction directly using the bills and invoices you’ve previously entered into the accounting software. Xero starts to identity repetitive transactions and automate them by providing you with suggested matches that you can approve or deny. Time is saved by eliminating the need to sift through records for information.

Mobile Capabilities

  • Create and send invoices while on the go!
  • Capture receipts for expense tracking
  • Reporting on the go
  • Reconcile transactions and monitor spending
  • Manage and add clients convert quotes into invoices as tap of a button

Stay in touch with all things Bilanz for Business: