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.

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