We are incredibly grateful to Jill, Rosie and the rest of the PM+M cloud accounting team for their hard work on our recent project. The transition from Sage to Xero was a significant undertaking for us, and PM+M handled it with exceptional professionalism and expertise.
From the initial planning stages to the final implementation, the PM+M cloud team demonstrated a deep understanding of our needs and provided invaluable guidance throughout the process. Their detailed approach to data migration, system integration, and process automation has transformed our financial operations, making them more efficient and scalable, as well as giving us the ability to view live data, which is game-changing for us!
The training sessions were thorough and tailored to our specific requirements, ensuring that our staff felt confident and well-prepared to use the new systems. The ongoing support provided by PM+M has been instrumental in helping us navigate any challenges and fully leverage the capabilities of our software.
Thanks to PM+M, we now have a modern, streamlined financial system that supports our growth and enhances our ability to serve our clients. We highly recommend PM+M to any business looking to improve their financial processes and systems.
Established in 1991, Haslingden-based Matrix247 provide managed IT, telecoms, business broadband and mobiles to over 1,200 clients across the UK. Matrix approached PM+M as they were having problems with their current software and were looking for ways to improve efficiencies across the business following the retirement of key finance employees.
How PM+M helped
The PM+M cloud accounting team were approached by Matrix 247 to assist them with their software issues, and ultimately improve efficiencies across the business following the retirement of key personnel.
Following a deep dive in Matrix 247’s current software and main issues, our cloud experts recommended that the client transitions from their existing Sage Line 50 accounting software to Xero.
This included:
System conversion and integration:
Migrating financial data from Sage to Xero, including two years of historical data for comparative purposes
Setting up and integrating additional applications such as Dext, ApprovalMax and Telleroo to streamline financial processes
Process improvement:
Implementing a phased approach to minimise downtime and ensure a smooth transition.
Establishing new workflows for sales, purchases and invoicing
Training and support:
We provided comprehensive training sessions for the Matrix 247 team on the new systems and processes.
Offering ongoing support to ensure the successful adoption of Xero and associated applications.
The outcome:
Enhanced efficienciesThe integration of Xero with other application streamlined financial processes, reducing manual data entry and the risk of errors. The automated bank feeds and invoice processing saved significant time for the accounts team.
Improved financial managementReal-time financial data and reporting capabilities in Xero provided better visibility into the company’s financial health, along with Approval Max providing correct authorisation and control over financial transactions.
Scalability and flexibilityThe conversion to Xero allowed for easier scalability as the company grows, with the ability to add new users and integrate additional applications as needed, plus aiding collaboration amongst team members.
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