運用雲端科技協助企業會計轉型Xero系統導入

我們的差異化

根據專業研究機構的調查，有50%%的生意在成立五年內失敗收場，失敗因素多是忽略企業財務流程的重要性。有效的會計管理，不只需要強大且便利的科技，還必須深入企業，與各環節流程融合，才能達到事半功倍的效果。

我們深黯此道理，因此，提出會計系統轉型架構，從策略到管理再到科技，不只如此，我們為Xero.com 全球雲端會計軟體的顧問夥伴，也是具專業的系統顧問團隊。

我們的系統團隊顧問能夠為您提供最佳的完整的解決方案，並對於有些企業需要的不僅僅是核心的會計操作 ，有些需要管理自己的庫存，客戶關係管理 （CRM）， 網上商店 （Ecommerce) 以獲得完整的財務狀況。我們加入了與其他雲端軟件解決方案，以及和Xero的連接，協助企業提升銷售競爭力與營運績效。

我們的服務內容、整合電腦系統與業務

銷售業務管理（CRM）

• 銷售方法
• 商機管理
• 銷售預測
• 績效管理
• 重要客戶管理
• 業務運作管理
• 關係管理
• 客戶需求分析
• 客戶計畫
• 商機搜尋
• 商機確認

業績庫存管理 （Inventory）

• 業績管理
• 管理看板
• 即時庫存，訂單管理

銷售自動化（Ecommerce）

• 客戶與聯絡人管理
• 銷售活動管理
• 商機管理
• 協同銷售
• 銷售工具

業務人員與技能（Payroll）

• 薪資作業
• 能耐與能力管理
• 激勵與獎勵

Xero

Xero

The one system we recommend everyone should use. This industry-leading and fully featured accounting program also happens to be amazingly easy (and, dare we say it, fun) to use. Fear your finances no more!

  • Read More

    • Direct overnight bank feeds make reconciliation as easy as checking your email
    • Create invoices at the touch of a button (and directly email them to slash your postage costs)
    • Track income and outgoings with ease – know what’s coming in and going out at any moment
    • Deal with expense claims with ease
    • Automatically generate a fixed asset register and manage depreciation
    • Automatic foreign currency conversion for businesses with overseas sales
    • Xero integrates with PayPal; accept credit card payments and reconcile PayPal transactions
    • Avoid trouble before it happens – grant your accountant access to your data so they can see exactly where you’re at and (where you’re headed) all year round, and head off any nasty surprises that might be lurking around the corner

WorkflowMax

WorkflowMax

Excellent time tracking, job management and quoting – you’ll never miss a chargeable hour again.

  • Read More

    • Email quotes and assign jobs to staff at the touch of a button
    • Set step-by-step milestones within jobs so staff know exactly what’s required
    • Keep tabs on how jobs are progressing against budget
    • Capture all of those 5-minute “can you just…” jobs – and bill for them
    • Manage purchase orders and a supplier database
    • Measure staff and job performance with detailed reporting
    • Integrates with seamlessly with Xero and SmartPayroll
SmartPayroll

Smart Payroll

Designed specifically for small-to-medium business, paying wages has never been easier. Pay all your staff with one mouse click from just 99c per employee, per pay.

  • Read More

    • Wages calculated and paid automatically from your bank account
    • KiwiSaver calculations and deductions done automatically
    • Prints all necessary payslips and reports
    • IRD returns filed and paid automatically – no more filling in returns or late payment charges
    • Handles annual leave and all other leave types, plus public and statutory holidays
    • Updated regularly with any changes to New Zealand payroll regulations or tax codes – no more non-compliance worries
    • Safe and secure, with automatic backups
    • Integrates seamlessly with Xero
Vend

Vend

A retail point-of-sale and stock management software you’ll actually love to use.

  • Read More

    • Modern, easy-to-use interface
    • Mouse and keyboard or touch-based input, the choice is yours
    • Works with any computer. It also integrates with everything else you already own: barcode scanner, cash drawer, receipt printer…even your iPad
    • Works even when your internet connection doesn’t, so you’ll never lose a sale (your data automatically syncs the next time you connect)
    • Supports price breaks, discounts, sale campaigns, location or customer-specific pricing, barcodes and multiple tax rates
    • Automatically re-orders when stock runs low (with optional multi-location stock control)
    • Scales with the size of your business
    • Seamlessly integrates with Xero
Unleashed Online Inventory Software

Unleashed Online Inventory Software

Powerful online inventory control software – Fully Integrated

  • Read More

    • Track your inventory movements
    • Powerful inventory management dashboard
    • Stock alerts and re-order reports
    • Negative stock functionality
    • Multi Location Stock
    • Show historical balances for all items
    • Show stock trends and sales units enquiries
    • Purchase inventory in multiple currencies
    • Sell stock in any currency
    • Optimise stock levels
    • Powerful G/L account override
    • Tax overrides and multiple tax amounts
    • Decrease your working capital
    • Improve productivity and cash flows
    • Run your business in the cloud
    • Integrates with Xero accounting software