The Digital Accountancy Forum – Virtual Experience

Xero

Company Description:

Company Website: www.xero.com

AdvanceTrack Outsourcing

Company Description: AdvanceTrack are a global outsourcing provider offering technology led, secure, quality outsourcing solutions to accounting firms. Run by UK Chartered Accountants and delivering profitable outsourcing solutions and scalability for your firm. The Outsourcer of choice for technology driven firms and Top 100 UK Practices delivering dedicated resources to firms. This enables delivery of more value to clients by focusing on key client conversations. Learn more at www.advancetrack.com

Company Website: www.advancetrack.com

Allinial Global

Company Description: Allinial Global is a member-based association dedicated to the success of independent accounting and consulting firms. Since 1969, this strategic affiliation of legally independent accounting firms has fostered the independence, profitability, and continuous improvement of its members. Allinial Global is two hundred and thirty six members strong and growing, with over 600 locations worldwide generating approximately $4.1 billion in collective revenues. With dedicated regional directors who have extensive connections throughout the Americas (USA, Canada and Latin America), EMEI (Europe, the Middle East, India), Africa and the Asia Pacific regions, members of Allinial Global are committed to providing the most agile, flexible, and client-centric solutions anywhere, anytime.

Company Website: http://www.allinialglobal.com/

CloudCapcha

Company Description: If time is money, why waste it? CloudCapcha are innovators in the world of Time Recording and Productivity solutions designed especially for Accountancy Firms. With a fresh approach we help time precious Accountants complete their daily timesheet with accuracy and factual data, leaving them more time to focus on what they do best. WorkCapcha automatically tracks your digital journey, so you don’t have to. WorkCapcha knows which meetings you attended, emails you sent/received or how much time you have spent on a particular client in Xero. We have simplified this arduous daily task, allowing users to complete their timesheet with ease, in Microsoft Teams. Its cloud, its mobile and its a natural place to be for many Accountancy Firms. InfoCapcha will give you data that you have never seen before. The insights will allow you to manage the cost of production leading to improvements in gross margins, reduce leakage of billable time and focus on employee well-being.

Company Website: www.cloudcapcha.com

Delphi Alliance

Company Description: Delphi Alliance brings a new era in the international networks, offering a unique blend of business services and alliances globally. A multi-practice network of professionals who service the entrepreneur, empowering its members to achieve what previously seemed impossible. The scope is to link professionals from twelve different lines of services, who share the same vision, values and ethics, create opportunities and build synergies globally for the member firms and help them grow.

Delphi Alliance also promotes an evolutional “network within the network concept”, where twelve different lines of professionals will be working together within their own country, although independently but under the umbrella of Delphi Alliance. At the same time, they will participate in similar networks globally, sharing resources, know-how and business opportunities through international alliances.

• Lines of Business:
• - Accounting, Auditing, Taxation
• - Financial Advisory and Monetary
• - Management Advisory
• - Business Advisory
• - Legal services and Liquidations
• - Fiduciary and Administration
• - Information Technology
• - Marketing & Advertising
• - Human Resources
• - Real Estate
• - Reporting, Translation and Interpretation
• - Professional Training and Education

Company Website: www.delphialliance.com

Deloitte

Company Description: Deloitte is a leading global provider of audit and assurance, consulting, financial advisory, risk advisory, tax and related services. Our global network of member firms and related entities in more than 150 countries and territories (collectively, the “Deloitte organization”) serves four out of five Fortune Global 500® companies. Learn how Deloitte’s approximately 312,000 people make an impact that matters at www.deloitte.com.

Company Website: www.deloitte.com

Konsolidator

Company Description:

Konsolidator is a Danish software group with HQ in Denmark and subsidiaries in UK and Sweden. The group has developed a cloud-based software that automates the financial consolidation and reporting process. The software is created and supported by auditors and powered by innovative cloud technology.

With the software Konsolidator Audit auditors can prepare their client’s financial consolidation in a streamlined and digital format while increasing the quality of their work and saving a substantial amount of cost. With single sign on (SSO) auditors get immediate access to all clients in one system with just one login.

Konsolidator Audit integrates with Silverfin and allows trial balance import from Silverfin and export of the consolidated data back to Silverfin.

Company Website: https://konsolidator.com/

SATAGO FINANCE

Company Website: www.satago.com

Circit

Company Description: Circit is a SaaS auditing platform which enables the automation of audit confirmations with banks, brokers and law firms. In 2019, Circit launched their innovative new product "Instant Confirmations" which brings the bank confirmation time to less than 30 seconds, eliminates the bank processing fee of £25+ and removes the fraud risk associated with the legacy paper confirmation request process. As an FCA regulator approved company, Circit saves time and money for auditors and their clients, while simultaneously reducing operational risk. For more information visit: www.circit.io

Company Website: www.circit.io

INPACT Global

Company Description: Established in 1989, INPACT Global operates in over 60 countries worldwide and is ranked in the top 15 global accountancy alliances. INPACT Global is an international group of accounting firms that provide audit, accountancy, tax, business restructuring and insolvency, corporate finance and consulting services... Together the alliances comprise over 130 member firms in some 220 locations. Our members embrace a service culture that emphasises personal service, rapid response times, reliability and innovative thinking.

Company Website: www.inpactglobal.org

Dayshape

Company Description: Dayshape helps professional services firms plan, manage, and adapt. Its AI-powered planning platform optimises engagement planning, resource management, analytics, and risk management. Dayshape makes it easy, through assisted and fully automated scheduling, to assign the right person, at the right time, every time. Headquartered in Edinburgh, Scotland, Dayshape has more than 15,000 users across ten countries. Global customers, including two of the Big Four accounting firms, use Dayshape to boost profitability, improve client service, and keep their teams happy.

Company Website: http://dayshape.com/

Dext

Company Description:

Accountants make better businesses.

At Dext, we provide digital tools that help accountants and bookkeepers like you to automatically and intelligently process and analyse financial data. So you can advise in real time with better levels of insight than ever.

With an armoury of the right tools at your disposal; accountants and bookkeepers are the backbone of every successful business. It’s that simple.

And through the Dext platform, those tools have become even more powerful and integrated to meet the demands of businesses today.

We’re fuelling the next generation of accountants and bookkeepers with Dext.

Company Website: www.dext.com

Practice Ignition

Company Description:

Eliminate the friction by sending your clients a single smart proposal they can read, sign and pay in one place. That's more closed deals for you and less back and forth for everyone.

Practice Ignition is the world’s leading client engagement platform. You can build professional looking proposals in minutes to send to your clients. Upon approval, those proposals can be converted into engagement letters ready to sign on any device. Plus you can collect your client’s payment details from the get-go, making it easy to collect payment for your services. On completion of a tax return for example.

Company Website: practiceignition.com

ACCA

Company Description: ACCA (the Association of Chartered Certified Accountants) is the global professional body for professional accountants. We’re a thriving global community of 233,000 members and 536,000 future members based in 178 countries and regions, who work across a wide range of sectors and industries. We uphold he highest professional and ethical values. Since 1904, being a force for public good has been embedded in our purpose. Find out more at accaglobal.com

Company Website:

Daxin Global

Company Description: Daxin Global, established in 2017 is a client focused accounting network that has been classified by the IAB as the Top15 largest accounting association worldwide and the 2nd largest in Asia in 2020 with a total reported revenue of USD millions 381.8 and over 4800 staff located in 73 offices around the world. The Daxin Global is a platform that serves the transnational auditing, tax and consulting services of its network members in the world. Its values are Integrity, Professionalism, Experience, Enthusiasm, Open Communication and creating Win-Win Co-Operations. In 2020, Daxin Global could welcome 7 new members in various parts of the world including in the Middle East, Latin America and Europe. This brings the total amount of member firms to 17, spanning across 6 continents during a tough period of a global pandemic situation. An overview of the member firm locations can be found here http://www.daxin-global.com/network/

Company Website: http://www.daxin-global.com/network/

Fluidly

Company Description: From chasing invoices to taking out a loan, Fluidly helps small businesses and their advisers look after every aspect of cashflow in one place. Its tools make it easy for accountants to keep clients happy, launch new services and grow their practice. Fluidly works with over 800 accounting firms, along with tens of thousands of their small business clients. In 2020, it was the only accounting software provider to win Xero’s ‘Practice App of the Year’, Accounting Excellence’s ‘Software Innovation of the Year’ and the ICB’s ‘Cashflow Forecasting Software of the Year’. Fluidly's membership equips accountants with the tools to support their clients, along with resources to promote and market every type of cashflow service. That means access to four cashflow tools – Forecast, Plan, Fund and Chase – and the support to get new services off the ground. Right now, as a special promotion to help accountants support clients as they reopen, you can get free access to Fluidly for 12 months.

Company Website: http://fluidly.com/

Inflo

Company Description: Since launching in November 2016 Inflo has been embraced by the accounting profession and is leading a technology revolution. Inflo is a cloud platform providing an end-to-end data analytics solution, including data ingestion, process automation and analytical dashboard outputs. Inflo is intuitively designed to minimise training and integrates with existing software and methodologies to minimise the impact of change. Inflo’s proposition is unique, partnering with firms to transform the service experience they can offer. This unlocks new ways of working with clients as well as capacity from the existing team to deliver these higher value and more engaging services.

Company Website: http://inflosoftware.com/

Xledger

Company Description:

Continue to service clients who have outgrown their first accounts package.

Xledger is a 100% true cloud SAAS (software-as-service) ERP finance system designed for mid-market organisations.

When clients grow, they have more complex needs such as consolidating across entities, managing high transactional volumes, and providing complex and multi-currency reporting. Our enhanced analytical tools equip your clients with access to live multi-dimensional insights directly from their finance system, so you won’t lose clients as they grow.

With Xledger, serve twice the number of customers with the same overheads. Our common configuration enables firms to onboard new clients quickly plus service more clients per accountant.

Xledger’s advanced platform enables accountants to retain and attract larger, more lucrative clients across many sectors from professional services to not-for-profit, so you can scale your business and achieve higher profit margins.

Company Website: https://xledger.com/

Wolters Kluwer

Company Description:

Wolters Kluwer are a global information, software and consultancy provider, specialising in tax and accounting. We support our customers at every stage, giving them the expert knowledge and software that they can rely on to improve their efficiency, navigate change and adhere to the needs of regulators and customers alike. By combining our expert knowledge with our passion for developing future forward technology, we are global leaders at meeting the needs of our customers.

We’re experts in providing information, software and services to tax executives who work in complex, compliance-driven environments. Our innovative and mobile technology creates a future-proofed, end-to-end tax and accounting system, to suit your needs. CCH Central is your one-stop shop for tax and accounting compliance and practice management. You can manage your clients’ core compliance work from a single screen with access to their accounts and tax returns as well as document and communications.

Company Website: https://www.wolterskluwer.com/en-gb/solutions/software-tax-accounting

Martin Bissett

Company Description: Who Is Martin Bissett? Martin Bissett is the founder of the Bissett Group family of brands serving the accounting profession. Martin made his name by helping accounting firms win over £450m of GRF by discovering at six figures of Grade A/B new business for each accounting firm and turning it into seven figures of lifetime value for those practices via his Build the Pipeline™ and Longevity Ladder™ methodologies. Now the most published author on his topics, a teacher and global keynoter; from 2018-2020 International Accounting Bulletin (IAB) has designated Martin as their official ‘Knowledge Partner’ in recognition of how his work over the last 22 years in the accounting profession has evolved into advising partner boards of accounting firms on profession-wide issues from fee growth to ethical marketing and from talent retention to tech stack. Start Your Relationship with Martin at www.events.bissettgroup.com

Company Website: www.events.bissettgroup.com