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    We are very pleased with our new system and are thankful to Nigel, Rosie and Katie for their hard work and continued support. Having been partnered with PM+M for many years we are confident in the services provided to us and are impressed with the firm’s cloud accounting solutions. We feel that we are now working with an optimal system and are excited for the future as we continue to grow and develop alongside PM+M.
    Sam Elphick

    Lex are an award winning family run business specialising in offering innovative office technology products. With over 40 years of business success, and being partnered with many of the world’s leading business equipment manufacturers, they provide an impeccable and competitively priced service to customers all over the UK.

    Lex were previous winners of the prestigious ‘Best in Class’ technology award, and have a range of clients including SMEs, multinationals, charities and local government.

    How PM+M helped

    Lex and PM+M have been partnered for a number of years through partner Nigel Wright, having a strong working relationship with the owners of the business. In recent years, it became apparent that the existing finance software and processes had not kept pace with advancements in technology, and led to issues such as reduced efficiency, security vulnerabilities and limited functionality.

    As part of the review of current systems, the business chose to implement Prima, a cloud-based Enterprise Resource Planning (ERP) system that Lex decided was a good fit for their needs. Despite this, it did not integrate well with their current financial systems, and so PM+M’s Cloud Accounting team were tasked to design a system that would both integrate with Prima and improve on their other functions and processes.

    Rosie and Katie from the Cloud team undertook the project and designed a whole new system with Xero at its heart. Utilising the cloud-based accountancy software resolved many of the business’ existing issues, and opened up further possibilities for efficiency and development as the business continues to grow. After a successful integration with Prima, Lex now has an expertly designed and implemented cloud based accountancy function –giving them the ability to make decisions quicker, improve financial performance and have a clear financial snapshot of their business at any time.

    The outcome

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      Integrating with existing systems
      Xero has an open API and so can connect with many other cloud-based systems. API links can be written between pieces of software to enable certain financial data to flow both ways.
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      Improved efficiencies
      Increased automation, reduced paper filing and less manual entry all contribute to better efficiencies across the entire accounting function, letting the client focus on what they do best.
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      Training and ongoing support
      As part of the conversion service, the client benefits from the knowledge of the expert team through bespoke training sessions and a strong support package.
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