What it does: Xero is cloud accounting software that helps businesses manage invoicing, expenses, VAT, payroll, and reporting in one place.

Why I use it: It's powerful, flexible, and makes real-time decisions possible.

My credentials:

• Xero Certified Advisor - Champion Partner

• Xero Payroll Certified

• Xero Tax Certified

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How it helps your business: It gives clarity, control, and makes tax time way less stressful.

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Best for: Established businesses needing a powerful, flexible accounting platform with lots of integrations and reporting features.

What it does: FreeAgent is a cloud accounting software for managing invoicing, expenses, bank reconciliation, VAT, and self-assessment in one dashboard.

Why I use it: It’s user-friendly, great for sole traders, and free with some business accounts. It provides a clear financial overview and is HMRC-recognised for Making Tax Digital.

My credentials:

• FreeAgent Partner

• FreeAgent Certified Practitioner

How it helps your business: FreeAgent simplifies your day-to-day finances so you can spend less time on admin and more time running your business.

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Best for: Sole traders and small businesses who want simple, effective accounting without the overwhelm.

What it does: Clio is a cloud-based legal practice management software for law firms. It handles case management, time tracking, billing, compliance, and integrates with Xero.

Why I use it: It's structure helps reduce manual errors and keeps fee income, expenses, and compliance on track. The integration with Xero allows for smooth reconciliation and accurate reporting.

My credentials:

• Knowledgeable with Clio-Xero workflows

• Understanding of SRA compliance

How it helps your business: Clio helps law firms keep billing, payments, and financial records accurate and compliant while reducing manual work.

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Best for: Law firms and solicitors needing a secure, integrated system for legal and financial workflows.

What it does: Xenon Connect links to Xero or FreeAgent to monitor the financial health of your business, flag issues, and highlight key trends and risks.

Why I use it: It’s a quiet but powerful tool that supports me in keeping your accounts clean and your data clear. It’s particularly useful during onboarding or when reviewing systems.

My credentials:
Helped clean up thousands of duplicate contacts in a bloated Xero file, a fix featured by Xenon in their social media.

How it helps your business: Xenon helps identify issues faster so we can focus on solving them, not searching for them.

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Best for: Businesses who want an extra layer of quality control and insight.

What it does: A2X connects e-commerce platforms like Shopify, Amazon, and Etsy to Xero: summarising sales, taxes, and fees for easy reconciliation.

Why I use it: It’s essential for cleaning up the mess that comes with e-commerce data. A2X respects proper accounting rules while simplifying high-volume transactions.

My credentials:

• A2X Certified Partner

• Experienced with Shopify, Amazon, and Etsy integrations

How it helps your business: A2X helps e-commerce businesses stay audit-ready and accurate, even with complex sales data.

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Best for: Online sellers managing multiple platforms or high transaction volumes.

What it does: Apron helps capture, manage, and pay bills with easy approvals and minimal admin. It streamlines how we collect receipts, approve payments, and keep everything on track.

Why I use it: It gives us clarity, reduces inbox clutter, and makes it easier for you to stay on top of payments without needing to log in to your bank account.

My credentials:

• Apron Partner

• Experienced in Apron setup and workflows

How it helps your business: Apron helps you pay suppliers securely, collect receipts easily, and reduce admin time.

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Best for: Business owners who want to simplify payables and approval processes.

What it does: Jack makes it easy to send receipts and invoices directly into your accounting software using email, WhatsApp, or upload, no app needed.

Why I use it: It removes friction for clients and helps keep everything flowing in real time. It's quick, smart, and always learning.

My credentials:
I’m a part of the Early Adopter programme and work directly with the Jack team on feature testing and user experience.

How it helps your business: Jack makes staying on top of your finances super easy.

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Best for: Clients who want a low-touch approach to stay up to date with their receipts and paperwork.

What it does: Engager is a secure portal for proposals, letters of engagement, and approvals. It keeps communication tidy and compliant.

Why I use it: It saves everyone from email overwhelm and makes sure we’re on the same page, every time. I have detailed checklists to ensure all of your work is completed in good time.

My credentials:
Used daily to send proposals, get approvals, and track important documentation.

How it helps your business: You get full transparency and clarity in what’s been agreed - without sifting through inbox chains.

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Best for: Clients who value secure, organised onboarding and proposal management.

What it does: GoCardless makes it easy to collect recurring payments and subscriptions via Direct Debit.

Why I use it: It automates payment collection and removes the awkwardness of chasing invoices. Once it's set up, it runs itself.

My credentials:
Used regularly to collect monthly payments and recurring invoices.

How it helps your business: Get paid on time, every time, without the admin hassle.

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Best for: Businesses with regular clients, memberships, or monthly billing.

What it does: Adfin is a modern payments platform that handles supplier payments, payroll, and expenses, all synced with your accounting tools.

Why I use it: It's intuitive, secure, and removes unnecessary steps from the payment process. Less admin, more control.

My credentials:
Used to streamline client payroll and supplier payments.

How it helps your business: Faster, safer payments with fewer errors and complete approval control.

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Best for: Businesses managing multiple outgoing payments and approvals each month.

What it does: Dext is a document capture and processing tool that pulls your receipts, invoices, and bank statements into your accounting system.

Why I use it: It’s solid, reliable, and makes document submission painless. It also cuts down on mistakes and saves time.

My credentials:
I use it with clients who have high document volumes or complex supplier statements.

How it helps your business: Dext helps get your receipts and invoices into the right place fast - so you’re not digging through emails or losing valuable data.

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Best for: Businesses with lots of expenses.

What it does: Sumday tracks and reports your carbon footprint using financial data, helping businesses link sustainability and accounting.

Why I use it: It’s built for accountants and bookkeepers, not just sustainability experts, which makes environmental reporting more accessible.

My credentials:
I’m actively exploring Sumday to support clients with sustainability reporting.

How it helps your business: It gives you clarity on your impact and tools to reduce it, without jargon.

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Best for: Values-led businesses aiming to measure and reduce their environmental impact.