PANALITIX is a very exciting resource that Accountants can add to their repertoire of client delivery tools. It’s a simple, easy-to-use, real-time solution that helps you monitor client performance and deliver business advisory services.
Connect PANALITIX and XERO for accurate, timely business intelligence.
PANALITIX is integrated with XERO. Key financial metrics and KPIs are automatically updated.
Avoid double entry and maintain accuracy by sourcing the following data from XERO. Revenue, Bank Balances, Accounts Receivable, Accounts Payable and Profit Margin.
Your selected Data is automatically updated daily and avoids the need to give users access to other sensitive accounting data within XERO.
XERO is easy to use online accounting software that’s designed specifically for small businesses.
- It’s all online, so you can work when and where you want to. Just log in with your PC, Mac or mobile.
- Your bank statements are automatically imported and categorized, letting you see your cash flow in real-time.
- Invite your team and work together on financials. You can collaborate over your up-to-date numbers.
- XERO has all you need to run your business – including invoicing, paying bills, sales tax returns, reporting and much more.
Find out more or try XERO Accounting Software for free.
PANALITIX is powerful cloudware that enables accountants to be automatically proactive and upsell value added services.
- Enables you to see every clients’ metrics on one dashboard – from every accounting package
- Sends emails to clients or your PA to set up appointments and alert them about areas in their business that are facing issues – all fully scripted
- Helps you create the conversations you need to be conducting with clients around relevant metrics
- Adds value to ‘compliance’ conversations by showing a three year historical analysis of your client’s business
- Help clients plan the year ahead and from this make ‘value added’ based sales
- Comes with all the tools, video training and support you need to sell and deliver value added services
How does PANALITIX work?
PANALITIX syncs with your client’s Cloud accounting system, overnight you’ve received feeds of your clients’ financial position, in real-time & all presented to you on 1 dashboard.
Meet with your client to discuss the opportunities clearly visible from PANALITIX, plan the next 12 months & make ‘value added’ based sales.
Use the ‘how to’ content from PANALITIX to deliver the new value-add services of planning, monitoring and measuring.