Automation & Systems

Automation and systems, set up properly.

Xero, QuickBooks and the right connected apps, implemented and integrated so your business runs on current numbers instead of guesswork.

The challenge

Software is only as good as the setup.

A badly configured Xero can be harder to work with than the spreadsheet it replaced, because miscoded transactions and broken bank feeds produce figures that look authoritative and aren't, so the value sits in how the system is set up rather than in the licence itself.

How Saymur solves it

Systems built around how you trade.

We set up your accounting stack, automate the parts of the process that shouldn't need a person, train whoever is going to use it, and take on the ongoing bookkeeping if you'd rather not keep it in house.

  • Xero or QuickBooks Online setup and migration
  • Bank feeds, integrations and connected apps
  • Chart of accounts tailored to your business
  • Receipt capture and approval workflows
  • Making Tax Digital compliance
  • Training and ongoing support
Expected outcomes

What you can expect

01

Real-time visibility

You can see cash, profit and your likely tax position from wherever you happen to be, without asking anyone to prepare it first.

02

Less admin

Automating the repetitive entries takes several hours of rekeying out of the month and removes a common source of error.

03

MTD ready

Your records stay compliant with Making Tax Digital as the rules widen to cover more taxpayers.

Who this is for

Built for businesses like yours.

  • New businesses choosing software
  • Firms migrating from desktop or spreadsheets
  • Multi-site operators
  • Businesses whose bookkeeping has fallen behind
FAQs

Common questions

Xero or QuickBooks: which is better?

Both are capable, and the honest answer is that Xero has the broader ecosystem of connected apps while QuickBooks often suits simpler businesses on a tighter budget, so we recommend based on how you actually work rather than on a house preference.

How much does setup cost?

A fixed fee covering the chart of accounts, the bank feeds, any integrations and the training, and we quote it once we know how much history is being migrated across.

Do you offer ongoing support?

Yes, either as a fully managed service where we run the bookkeeping, or as support you can call on when something in the system needs sorting out.

Talk to a chartered adviser, not a sales team.

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