Our Tools

We only work with the best

We utilise premium financial and accounting tools to deliver the best data and service for our clients.

Xero – Ultimate Cloud Accounting Software

Xero is the emerging global leader of online accounting software that connects small businesses to their advisors and other services. Xero provides business owners with real-time visibility of their financial position and performance in a way that’s simple, smart and secure.
As a Certified Xero Advisor, we use Xero because it is the industry leader in cloud accounting. This enables access to your financials anywhere and anytime. It provides a real-time view of your financial position so you can make important business decisions without waiting until month end.

Receipt Bank – Streamline Receipt Storage

Receipt Bank makes the storage of invoices and receipts as easy and as cheap as possible. Every document you upload to Receipt Bank is scanned with their software, automatically reading the data and connecting it into your accounting system (such as Xero).
We recommend Receipt Bank because it saves our clients a lot of the time and headaches associated with keeping shoeboxes of receipts and tediously entering them one by one into their system.

ProfitSee – Budget and Cash Flow Builder

ProfitSee helps us provide proactive advisory services to our SME clients. We use ProfitSee to build budgets and forecast cashflows for reporting and interpretation. A powerful tool, we can use the software to generate these reports, which we interpret and provide commentary for our clients.

FUTRLI – Make better business decisions

FUTRLI is the all in one forecasting & reporting tool for business owners and accountants

NowInfinity – Corporate Secretarial Software

NowInfinity have always been on a mission to uncover pain points in financial businesses and solve them through technology adoption.

Collaboration is also a big part of the NowInfinity platform and part of their mission. They recognise that the future holds a world where all platforms co-exist, and this excites us! We love to collaborate with like-minded businesses such as Xero.

Ready to take your business to the next level?

Would your business benefit from expert guidance and mentorship from advisors with years of experience fostering stable business growth?

Navigate Virtual CFOs are ready for a no-obligation consultation where we can assess your business and find ways to help you acheive your success.

Connect with us on social media:

Instagram reports: Please check the settings