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.



Practice Ignition

Yes, this is an internal piece of software but it shows you that we are determined to seek efficiency in all we do. We automatically create and reconcile invoices in Xero when we process payments through Practice Ignition. There is also a client sync, so your Xero clients are automatically brought in to the Practice Ignition platform. It’s a match made in accounting heaven!


FUTRLI – Make better business decisions

FUTRLI is the all in one forecasting & reporting tool. FUTRLI unlocks the same efficiencies for advisory services that Xero enables for bookkeeping and accounting processes. Advisory used to be, by necessity, Excel-based, time-consuming and difficult to scale. With FUTRLI, it’s fast, flexible and effective, both for the client and your practice.



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:

  • The Navigate team had a great night at our clients @workinc.au end of year party last night. Here’s a quick video the Navigate team got. #thereisabetterway #poweredbynavigate
  • Some of the Navigate VCFO team attending the @workinc.au End of year party tonight. What a wonderful event. So glad to be based out of Work Inc in the most iconic workplace in the country. #thereisabetterway #poweredbynavigate #workspace #northsydney #workinc #ideas #xero #futrli #receiptbank
  • Very exciting day at Navigate. We are interviewing for our new Finance and Operations Manager. #poweredbynavigate #thereisabetterway #cfo #xero #receiptbank #futrli #cloud #growth #vcfo
  • What a pleasure to spend some time with Luis Sanchez (Managing Director and General Manager)from @receipt.bank ! Great to hear his story, what he is passionate about and what Receipt Bank and Navigate can do together. Exciting times ahead! #receiptbank #poweredbynavigate #thereisabetterway #finance #cfo #vcfo #business #businessowner
  • It was great to team up with Kangatraining Wetherill Park, Fairfield and surrounds and the great work they did for Make-A-Wish Foundation of Australia. Such a great cause making a real difference in very special little peoples lives. Thank you for letting us be a small part in your journey! @workinc.au @kangatrainingwetherillpark @makeawishaust #kids #kanga #poweredbynavigate #thereisabetterway
  • Something very exciting is coming... we can't wait to share the news with you next week. #cfo #thereisabetterway #poweredbynavigate @xero @futrliapp #vcfo #finance
  • Just wrapped up some media work with one of our great partners @receipt.bank thanks for inviting us to take part guys! #receiptbank #thereisabetterway #poweredbynavigate #vcfo #cfo #xero
  • It was great to represent Navigate at the Futrli #AdvisoryAccelerator panel session today as part of @xerocon really good session showcasing the power of technology in advisory services and more importantly the enormous benefit it provides business owners. Thanks to @futrliapp in particular for your support of our business and really driving the power of real time data. #business #navigators #cfos #thereisabetterway #poweredbynavigate
  • Great catch up with the brain and vision behind @soulburgerau today! We are so excited to continue partnering with the team and watch them change the world. We also love sporting the new Soul Burger merchandise! #thereisabetterway #poweredbynavigate #xero #impos #growth #newtown #glebe #randwick #parramatta #plantbased
  • It has fast become the place to go in Pyrmont! Was @muglifecafe an overnight success? Absolutely not! Hard work, commitment, resilience, caring for their team, putting their customers first and being innovative in how they deliver their products is what it takes. Genuine success never happens over night. It happens when you have a vision, a plan and a commitment to deliver on that every single day! Thanks for the daily reminder on why Navigate do what we do! #thereisabetterway #poweredbynavigate #xero #abacus #cfo
  • It is a hugely exciting time here at Navigate. We are currently helping one of our founding partners through the next massive phase in their growth. We have stood by them every step of the way in complete admiration of their drive, passion and resilience. It's all going to pay off and we are so proud of them. Some big announcements coming in the next few weeks. It's just what the Dr ordered!!! 😉 #thereisabetterway #poweredbynavigate #xero #vcfo #cfo
  • We LOVE our clients!!! Here is a sneak peak of what a few of them have been up to! . . @sims_direct @soulburgerau @workinc.au . . #poweredbynavigate #virtualcfo #family #business #cfo #chieffinancialofficer #success #successful #finance #financials #profit #profitable #growth
  • We LOVE our clients!!! Here is a sneak peak of what a few of them have been up to!. . . . @urban_winery_sydney @house_of_fudge @innerorigin @drdoughdonuts @ahumanagency @aacm_au @innerorigin @muglifecafe. . . #poweredbynavigate #virtualcfo #cfo #business #financial #finances #chieffinancialofficer #sucess #sucessful #celebration #family
  • We are very excited to welcome Orisca Ng to the Navigate team. Orisca has a Bachelor of Business from UTS and is passionate about understanding the needs of business owners. Her favourite food is chocolate, favourite movie is iZombie and favourite holiday destination is Hong Kong. Her dream is to run and own her own nail saloon! Sounds like a new business venture for us. Navigate Nails!! #thereisabetterway #poweredbynavigate #xero #cfo
  • Ready for the day! @muglifecafe #poweredbymuglife
  • We had a check in with the wonderful team @sims_direct today. What an exciting time for these guys! We really enjoy the great ideas and energy coming from the team! #thereisabetterway #poweredbynavigate #xero #cfo #vcfo