Financial Systems

We asked Claude a simple question. “Show me January, February and March.” It confidently gave us December and January instead....

Most small businesses don’t fail because they lack customers. They fail because they run out of cash while still profitable...

When implementing Xero, one of the most important steps is setting up your Fixed Asset Register (FAR) correctly. Whether you’re...

We’ve spent more than ten years working with finance teams and fast-growing small businesses. Helping them align operations, accounting, and...

At Creative CFO, we’re building the world’s best finance teams. The best teams learn from experts and those who came...

Audit season doesn’t need to be stressful. Many businesses rush to gather documents at the last minute. This delays the...

Introduction: from manual billing to full automation Most business owners know they need to invoice their customers, but not everyone...

This is the final piece of our four-part series where we explored high-quality management reports, profit and loss statements and...

This is the third article of our four-part series. The previous two looked at high-quality management reports and profit and...

Understanding what AI language models and RAG can do for financial professionals As a financial and technology professional and founder...

The Profit and Loss Statement (or P&L in accounting jargon) is arguably the central management statement for most SMEs. It...

Management reports are essential for businesses that want to keep up with a changing, dynamic landscape. They give a useful...

What is Dext Precision? Dext Precision is a cloud-based software tool that plugs into Xero (or Quickbooks Online) and runs...

How do we prioritise our time as professionals using focus sessions Focus sessions are an integral part of how we...

At Creative CFO, we go beyond traditional financial consulting. Our mission is to foster the success of SMEs through deep...

This topic is very close to my heart, and I share it everywhere I go. A couple of years into...

Musgrave is an artisanal gin and spirits brand founded by Simon Musgrave. In 2017 this rapidly growing spirits business approached...

Gaining operational independence and control through two leading cloud-based systems: Dear Inventory and Xero Accounting....

In this first article of our three-part series on manufacturing in Xero, a DIY example of Xero Implementation, we dive...