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News & Advice

When One Feature Makes a Big Difference

When One Feature Makes a Big Difference

Every so often, you come across a piece of software where one feature alone justifies the entire subscription. It doesn’t need to be flashy or complex—it simply needs to solve a real problem, in a…

What is a process review?

What is a process review?

One of the most common questions we get is, “Can you help us with Xero, WorkflowMax, Unleashed, automation, training, or bookkeeping?”. The answer is always yes — but first we take a step back.

An Update on Xero eInvoicing

An Update on Xero eInvoicing

Xero eInvoicing has real potential to improve invoice processing across the business community, but for businesses that rely on repeating invoices and bulk sending, adoption will be easier once the…

Small but BIG Improvements with WorkflowMAX

Small but BIG Improvements with WorkflowMAX

WorkflowMax seems to be bringing out more and more genuinely useful features all the time. Some of the best ones are easy to miss, especially when they quietly appear in the areas you already use…

Why Curiosity Matters More Than Ever in the Age of AI

Why Curiosity Matters More Than Ever in the Age of AI

Because in an AI-enabled world, curiosity is not just a nice-to-have. It is the skill that helps people keep learning, keep questioning and keep finding value as the landscape changes.

CASE STUDY: Do you trust your Xero Reports?

CASE STUDY: Do you trust your Xero Reports?

They had a solid team, steady work, and a job management system (WorkflowMax) integrated with Xero. Jobs were quoted, tracked, and invoiced through the job system, with financial data pushed through…

What is Syft in Xero

What is Syft in Xero

You may have heard that Xero now includes Syft in its reporting tools, but when you go looking for it, what you see can vary quite a bit.

AI as your personal training assistant — not just a tool

AI as your personal training assistant — not just a tool

One of the most practical ways I like to think about AI tools like Copilot, ChatGPT, or others is not as “technology” at all, but something much more familiar like a training assistant sitting beside…

CASE STUDY: When the website held up a mirror to the stock system

CASE STUDY: When the website held up a mirror to the stock system

One of our clients runs an import and distribution business, selling to both retail and wholesale customers right across the country. They use Unleashed to manage their stock, and it integrates neatly…

WorkflowMAX New Quote Variations Feature

WorkflowMAX New Quote Variations Feature

With WorkflowMAX now a couple of years into its new ownership, we’re seeing a strong push on feature development — and some genuinely useful improvements coming through. This new quote variation…

A Cheats Tip for Tracking Stock in WorkflowMax (With Caveats!)

A Cheats Tip for Tracking Stock in WorkflowMax (With Caveats!)

WorkflowMax does not include an inventory or stock management module — and is not generally suited for business that have Inventory as a high priority. If stock control, reorder points, or valuation…

Xero eInvoicing: What needs to change and why it’s a good thing

Xero eInvoicing: What needs to change and why it’s a good thing

eInvoicing is a great step toward faster, more secure payments—but it does mean invoices can arrive directly into your system without the usual email trail, so it’s worth reviewing your processes now…