It was in the first week of January 2020 when John (my buddy) called me, complaining about his accounting and invoicing difficulties.<\/p>\n\n\n\n
Well FYI, John is a small business owner who has always been a Luddite for technology. He preferred the more manual methods of accounting and invoicing, feeling that this was the only way he could be truly in control of his small business. However, as time went on, he started to face several problems with his setup like, it was:<\/p>\n\n\n\n
Besides, with the onset of the pandemic, his customers were increasingly requesting invoices that support online payments, and he was struggling to keep up with the paperwork.<\/p>\n\n\n\n
When John first told me about his accounting and invoicing issues, I knew that he needed to move away from his manual methods and toward a more efficient and modern solution. I suggested that he switch to Xero, an online accounting software that would automate many of his processes and make it easier for him to keep track of his finances. Furthermore, I also recommended using Integrately- our automation app that offers a range of integrations that could further streamline John’s accounting.<\/p>\n\n\n\n
For example, our Stripe integration helped John accept online payments from his customers, and log them automatically into Xero.<\/p>\n\n\n\n
To know which other automations helped him the most and how! Keep reading.<\/p>\n\n\n\n