A new year is the perfect time to reflect on your business systems and ask: What could be working better? The right tech upgrades can save hours, reduce errors, and give you more confidence in your numbers.
Here are three simple but powerful systems moves you can make in 2025 to start the year with clarity and momentum.
1. Integrate your payments and sales tools
If you’re using tools like Square, Stripe, or PayPal, make sure they’re fully integrated with your accounting software. This reduces double handling, eliminates reconciliation headaches, and makes it easier to track GST.
→ Tip: Xero now supports more automated mapping options than ever before, so you can ensure payments hit the right accounts without manual fiddling.
2. Tidy your file-sharing and approvals process
Still chasing paperwork across email threads or screenshots of receipts? Time to move to Hubdoc, Dext, or Xero Files for automatic document capture and coding. You can even set up approval workflows for bills and expenses.
→ Tip: Set up folder rules and email forwarding once, and your inbox won’t fill up with document chaos again.
3. Automate your monthly reporting
If you’re spending hours at month-end assembling reports, try automating your management packs or board reports using tools like Fathom, Syft, or Xero Analytics Plus.
→ Tip: These tools also make it easier to visualise trends and track key metrics like cash flow, margins, and project performance—without needing a spreadsheet overhaul.
Not sure where to begin?
Whether you need help mapping out a workflow, cleaning up your chart of accounts, or deciding which tools to invest in, I offer one-off reviews and Xero add-on support tailored to small business needs.
Ready to start 2025 with systems that actually work for you?
Book a free discovery call now!
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