The magic of ExcelAddIns – Xero Invoice Automation – 3 real scenarios
In every SME, manual tasks such as invoicing far too often become the norm. Let’s take more complex Xero invoicing for example Multiple systems of input dataStatic data for commissions / contractsRules for splitting freight, mapping to Xero ContactsCurrency...
Budgeting in Excel? You are doing it wrong
It's 2020 and if people are asking "is the cloud secure", well, at least they aren't asking it to my face. I digress, it's 2020 and all across the land, from solopreneurs to corporates, Excel spreadsheets are getting emailed around at this very instant. Did you get my...
Xero Consolidation INTO Excel & PowerBI – the reality from the coalface
When it comes to effective #Xero consolidation that an SME will actually use, there are four rules; don’t force a particular tool on the SME’s various functions, let them use what they want automate the data into all the SME’s reporting tools via a single cloud...
The 4 Phases to a Modern & Powerful Data-Smart SME
Noone likes change, simple. Especially when it comes to systems, tools, business data and producing information that guides business decisions. It can be perceived as risky & incredibly painful. However, what is also true is most SME’s are not taking advantage of...
What is Screenscraping? The good, bad and the ugly
What is Screenscraping? It’s programmatically gathering data from a website. A software developer writes a bit of code, to; Startup a browser Click around the website as if its a normal user Download html / download data dependent on the particular website Why would...
Helping Anstel Brands nail goal tracking, team target visibility and data availability – a DEAR Inventory story
Anstel Brands are a wholesale company located in Melbourne that use DEAR inventory across their business. "Bringing beautifully designed baby products to quality conscious parents”. They sell baby products, predominantly to retail baby stores. These products are...
5 Sales Dashboard Best Practices & 2 Must Have KPI’s to drive better sales results in your business
Welcome to our best practices & KPI's to get you a Sales dashboard that will drive results "Your dashboards need to achieve 2 things; be useful & drive engagement. When your staff look at them everyday, give feedback & adjust them, THAT is when they will drive...
Xero Consolidation back into Xero – how we helped Quantum Advisory reduce manual reporting effort by 50%
Quantum Advisory is a Sydney based advisory team who help business owners supercharge their companies, become more profitable and plan for the future. That's taken directly off the website and whilst I know they are excellent advisors, accountants and bookkeepers...
Helping ManageBac consolidate Xero entities to GoogleSheets
ManageBac helps over 2500 leading international schools to implement and manage the IB curriculum. Theo King is the CEO of ManageBac and asked us to help consolidate their Xero entities which run in multiple countries. Datasight’s multi-currency consolidation of our...
Helping Dalby General use data automation to prevent margin loss and drive purchase forecasting through data. A DEAR Systems story.
Dalby General Steel is a family business that has been around for decades and is now run by Nolan Keen and is a one-stop shop for steel needs, building materials, and rural supplies in the Dalby region. Nolan has over 9k products in his business. He loves using DEAR...
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