App Partners of the Month: Xerocon Sydney 2022 special edition
Summary
Now they’re realising that this core skill set is a necessity if their goal is to empower their clients and maximise their growth potential,” said Michael Hutchens, Founder and CEO of Modano. “Modano transforms Xero data into a three-way financial model with custom forecast drivers, scenario analysis, dashboards and monthly performance reporting. This is a major step forward in empowering advisors with strategic insights previously only available to larger businesses with bigger budgets.” Financial data is everything. “We integrate with Xero in a way that allows best of breed financial reporting, combined with job profitability data that gives small businesses insights that were previously only available to large companies, and those who could afford dedicated analysts.” At Xerocon, BGL unveiled its new two-way integration with Xero Practice Manager (XPM) to manage client and contact data across apps in a single database. “With the ability to create tasks through repeating templates or directly from client meeting notes, phone calls (soon emails), or literally any tool in AccountKit, this is going to bring some real joy to advisors’ workflow management.” No matter how efficient you are, there’s only so many hours in the day.
