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Xero Systems Advisory
Optimize your Xero setup with expert guidance. We help streamline workflows, integrate add-ons, and customize Xero to enhance efficiency and automation for your business.
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Maximise Efficiency and Scalability with Expert Xero Systems Advisory from eCloud Experts
If your business uses Xero but still relies on manual processes, disconnected apps, or inconsistent reports, it’s time to rethink your system. At eCloud Experts, we offer a comprehensive Xero Systems Advisory service designed to help you get the most out of your accounting software.
Our Xero-certified experts go beyond basic setup and bookkeeping. We analyse your financial workflows, identify inefficiencies, and implement system improvements tailored to your business. From automating daily processes to setting up real-time reporting and integrating the right apps, we transform your Xero account into a powerful business tool.
What Is Xero Systems Advisory?
Xero Systems Advisory is a strategic service that focuses on optimising your Xero accounting software, processes, and app integrations. Whether you’re scaling your business, expanding to new markets, or struggling with disconnected financial systems, our Xero advisory service helps you streamline your operations, improve accuracy, and enable better business decisions.
We combine accounting expertise with deep technical knowledge of Xero and its ecosystem to design solutions that save you time, reduce costs, and support growth.
Why Businesses Need Xero Systems Advisory
Many growing businesses struggle with issues like:
- Poorly structured chart of accounts
- Inaccurate VAT treatment and compliance issues
- Disorganised tracking categories or locations
- Manual invoice and bill processing
- Disconnected apps and software
- No real-time visibility of project profitability or cash flow
- Multi-entity and multi-currency complexity
- Limited automation leading to increased human error and inefficiencies
Our Xero Systems Advisory service addresses these pain points by rebuilding your financial system in a way that’s clean, scalable, and automated using the best of what Xero and its integrated apps can offer.
What’s Included in Our Xero Systems Advisory Services?
Maximize efficiency by integrating QuickBooks Online with the best payroll apps tailored to your region:
Xero Setup Audit & Clean-Up
We review your entire Xero setup, including:
- Chart of accounts structure
- VAT and tax configuration
- Tracking categories and reporting codes
- Bank feeds, payment gateways, and reconciliations
- Contacts, invoice templates, and financial settings
We then make recommendations or implement changes to align everything with your business structure and reporting needs.
Process Automation & Workflow Optimisation
Reduce manual entry and free up valuable time. We help automate:
- Receipt and bill entry using Dext, Hubdoc, or AutoEntry
- Purchase order approvals using ApprovalMax
- Recurring invoices and automated payment reminders
- Bank rules and reconciliation logic
- Payroll journal automation and pension uploads
App Integration & Ecosystem Advisory
Xero’s true power lies in its ecosystem. We help you identify, set up, and integrate the right apps for your industry and goals.
Popular Xero Apps We Support:
- WorkGuru.io: Advanced project, job costing, inventory, and time tracking
- Unleashed & Cin7 Core: Inventory management for manufacturers and wholesalers
- Synder, A2X, LinkMyBooks: Ecommerce sales and payment reconciliation
- Dext & Hubdoc: Expense and document automation
- ApprovalMax: Multi-user approval workflows
- Fathom & Syft: Management reporting and dashboards
- Chaser: Automated credit control and debtor tracking
We not only connect these tools but ensure they’re properly mapped to your Xero chart and workflows.
Reporting, Dashboards, and KPIs
Make your financial data work for you. We help set up:
- Custom P&L layouts by department, job, or location
- Budget vs actual reports
- Cash flow forecasts using tools like Float or Futrli
- Real-time dashboards via Syft or Fathom
- Consolidated group reports for multi-entity structures
Multi-Currency & Multi-Entity System Design
If you’re operating in multiple jurisdictions or currencies, we offer:
- FX configuration and exchange rate consistency
- Intercompany transaction workflows
- Consolidated financial reporting across entities
- Standardisation of tracking, VAT, and account structures
Who We Help
Our Xero Systems Advisory service is designed for businesses in various sectors:
Ecommerce Businesses
We help online sellers (Shopify, Amazon, Etsy, eBay) streamline order processing, fee tracking, and VAT compliance using Xero and apps like A2X, Synder, and LinkMyBooks.
Construction and Trade Businesses
Using Xero Projects, WorkGuru, and Tradify, we set up job costing, CIS workflows, and project profitability tracking for builders, electricians, plumbers, and subcontractors.
SaaS and AI Companies
For subscription-based businesses, we configure deferred income recognition, investor reporting, and integrations with Stripe, Chargebee, and GoCardless.
Day Nurseries and Childcare Providers
We support nurseries with tracking parent fees, government funding, and payroll while ensuring they’re Ofsted- and HMRC-compliant.
Professional Services & Agencies
We help consultants, marketing firms, and agencies track projects, monitor billable hours, and automate invoicing.
Multi-Entity & International Groups
We support UK and global businesses with complex structures, ensuring a unified system that supports local compliance and group-level reporting.
Why Choose eCloud Experts?
Xero Gold Champion Partner
We are recognised by Xero for our technical expertise and high-quality client delivery.
12+ Years of Experience
Trusted by over 500 businesses worldwide to review and rebuild their accounting systems.
Certified Xero Advisors and Accountants
Our team understands both the accounting and technology side of your business.
Industry-Specific Knowledge
We’ve helped businesses in ecommerce, SaaS, construction, nurseries, and more streamline their finance operations.
Global Reach with Local Support
Headquartered in Surrey, UK, with clients across the USA, Canada, Australia, and the Middle East.
WorkGuru.io Implementation Partner
We’re certified implementation partners for WorkGuru, offering project and inventory-focused businesses end-to-end support.
Virtual Finance Department Option
Ongoing support with reporting, forecasting, and financial advisory.
Integrated App Advisory
We help you choose and connect the right apps to streamline workflows and eliminate manual processes.
FAQs for Xero Systems Advisory
Xero Systems Advisory involves optimizing your Xero accounting setup to streamline workflows, integrate add-ons, and customize the system to enhance efficiency and automation for your business.
Businesses of all sizes using Xero, especially those relying on manual processes, disconnected apps, or inconsistent reports, can benefit from these services to improve their financial workflows.
Services include analyzing financial workflows, identifying inefficiencies, implementing system improvements, automating daily processes, setting up real-time reporting, and integrating suitable apps.
The process begins with a discovery session to evaluate your business requirements and current accounting system. Based on this, a customized strategy is developed and implemented, followed by comprehensive training.
Yes, we assist in integrating essential third-party apps such as inventory management, CRM systems, and more to streamline your workflows and improve efficiency.
Absolutely, we provide comprehensive training sessions with our Certified Xero Advisors to ensure your team is proficient with the new system and tools.
Yes, we offer ongoing support to ensure your Xero system operates optimally and continues to meet your business needs.
The implementation timeframe varies based on complexity but typically ranges from a few hours to several business days.
Yes, our team consists of Certified Xero Advisors and Accountants with extensive experience in accounting and technology.
We have experience working with various industries, including ecommerce, SaaS, construction, nurseries, and more, tailoring our services to meet specific industry needs.
Outcomes You Can Expect
- A faster, cleaner, and more accurate Xero account
- Streamlined approval workflows and reduced data entry
- Better control over cash flow, budgeting, and forecasting
- Visibility into real-time KPIs and performance dashboards
- Greater compliance with HMRC, VAT, and reporting requirements
- Future-proof systems that scale with your business
Get Started with Xero Systems Advisory
Whether you’re scaling, restructuring, or simply want to get your systems in shape, our Xero Systems Advisory service gives you the confidence, clarity, and control you need to grow.
Contact eCloud Experts today for a free discovery call and find out how we can help transform your Xero setup.