Category: Business Apps

App Day – Improve cashflow and ditch the papercuts

This App Day, we are focusing on 3 apps that form the foundations for your accounts department – its about getting paid faster & planning your cash position and ditching paperwork.

If you’re not connecting apps to your accounting system, you are essentially asking your team (and your customers!) to do extra work—and potentially introducing costly errors.
As Xero’s own data has shown, businesses using connected apps grow revenue faster. The reason is simple: Apps save you time, minimise costly errors, and give you powerful clarity.

Ready to explore the 1000+ possibilities in the Xero app marketplace and find your next quick win?

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🏆 We’re Shining Gold! 🏆

We’re thrilled to announce that Streamline Management has officially been awarded Xero Gold Partner status!

This isn’t just a shiny new badge – it’s a huge milestone for our team and a reflection of our commitment to helping our clients succeed using the best cloud-based accounting technology available.

Ready to experience gold class Bookkeeping?
If you’re already a client – you are already working with Xero experts.
If you’re not yet a client – we’d love to show you the difference that Gold Partner level support can make to your business.
Heres to shining bright and achieving great things together!

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Start the Streamlining: Join My Dext + Xero Workflow Webinar

If you missed my session at #Xerocon, you’re in luck! Heather Smith and I have been asked to come back for a webinar version of ‘Beyond Automation: How Dext Powers Real-World Accounting’
I’ll share how we’ve ‘streamlined’ our processes using Dext as our all-in-one document solution.

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Level Up! We’re Officially Syft Pro Advisors

We just got certified – in a good way!

Nicole and Monika spent last week training to level up from Advisors to Syft Analytics Pro Advisors!

If you saw our recent blog about the Syft case study (where we solved that tricky consolidated cash flow problem!), you already know we love this tool. And now we have new certificates to prove it!

Want to see the difference next-level data can make? Let’s discuss how we can use our Syft Pro expertise to fine-tune your next financial review.

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Syft Analytics casestudy – How we streamlined consolidated cashflow forecasting

Shoutout to Syft Analytics for featuring us in their new case study!
We love being able to tell the story behind the numbers. In this piece, we share how we cracked the code on providing consolidated cash flow forecasting for our multi-entity clients.

Syft helped us turn a notoriously manual, complex process into a streamlined 😉 solution that provides our clients with clear insights (including words and graphs for those business owners who are afraid of looking at a page of numbers).
Contact us if you’d like help to consolidate or visualise your business progress

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Boss / Employee Exchange (sensitive data) Day

Bosses and employees exchange cash for labour. And at the same time they also exchange lots of sensitive data.

When an employee joins your team you need their TFN (Tax File Number), Superannuation details, and personal information to get them set up. For many businesses, the default is to ask for this information via email. But is that really a secure method for transferring such critical data?

Use an app for simple, paperless and secure employee onboarding.
Always swap sensitive data securely!

Want to learn more about how to streamline your HR processes and reduce the risk of exchanging sensitive employee data with strangers? Let’s chat.

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Dext + Xerocon 2025

📢 Join Nicole at Xerocon for an exclusive app spotlight where she and Heather Smith will dive deep into the real-world accounting power of Dext. They’ll be exploring how the right technology can revolutionize your firm and your clients’ businesses.

Automation is the foundation for a more productive and profitable practice.

Ready to see how to transform your accounting process?
Join us on App Spotlight Stage 3 at 1:20pm on Day 1.

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What’s New Wednesday – Mileage claims for your team

It’s now really easy for your team to submit a cents per km claim in Dext for work trips.*
They can create a mileage claim using the phone app or in the browser when they are back at their desk.
ReceiptBank/Dext has you covered – just like all your other work related expenses.

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Xero 2025 subscription updates

Xero is updating plan inclusions now and prices will increase on 1st July.
Ask us to help you review your plan to confirm you have the features you need. It’s easy to switch and you don’t need to commit to a long timeframe.

When was the last time you reviewed your prices?

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