By Pamela Phillips
If you know us, you’ll know we are huge fans of using technology to both streamline your business processes and to help you use your numbers to make better and faster decisions.
Here is our list of the top 10 apps you can start using in your agency business now to help you to become more profitable.
Our absolute must-have app for any business is Xero. The core of any financial app stack you use in your business, it has a bucket load of great features which will make the job of maintaining your books and records easier. Up-to-date accounting information about how your business is performing is critical to help you make better decisions faster.
Managing staff expenses can be a headache, especially when you have a large team, which is why we love Soldo. It is a pre-paid Mastercard that you can give to staff to use for their expenses. Limits and controls can easily be set up through the browser and the integration with Xero means record-keeping for expenses is simple.
This is another app that we recommend for all businesses and we find when they get started with it, they all love it. Using the mobile app or email you can capture your bills and expenses on the go and they are read and converted into accounting data and sent straight into Xero.
As your people costs are likely to be one of your biggest expenses, tracking your time is critical if you want a thriving agency. Harvest is our preferred tool for time tracking as it has good functionality and is simple to use.
Managing your cash flow is critical, did you know that 50,000 UK businesses fail each year due to cash flow issues? Float is a cash flow forecasting tool that integrates with Xero and allows you to view your live cash flow forecast at the click of a button.
Futrli is great for pulling together financial and non-financial dashboards to see how your business is doing and to highlight any trends. As it integrates with Xero, so long as your bookkeeping is up-to-date, your dashboards will give you a real-time view of your business's performance.
Tracking mileage for yourself and your team doesn’t need to be a pain. Tripcatcher is a mobile app that tracks your journeys and integrates with both Xero and Receiptbank to automatically create an expense claim.
Zoom is an app you can use on your computer or mobile that lets you hold video meetings with your team, suppliers or clients. Because you can share screens it is a great tool for meetings where you have information to present. We use it all the time.
We use slack in de Jong Phillips for communicating and collaborating. It is a brilliant tool, especially when your teamwork flexibly or remotely.
Loom is an app that records videos from your computer. As you can capture what is on your screen and share it in the video, it is a great tool for delivering information quickly and personally and is perfect when a live meeting is not possible.
Get in touch!
If you would like to speak to us to find out how we can use technology to make your agency more profitable, please drop us an email or give us a call. We’d love to help.