Zave + Xero

Zave’s deep integration with Xero brings the bookkeeping workflow into the platform, creating a seamless flow of data and documents for efficient client engagement.

 

 

Bot-assisted messaging

Zave uses bot-assisted messaging to finalise unreconciled accounting transactions. AI technology in client communication means speedier response times and automation of systematic processes.

Staff expenses and bills

Users can directly capture and upload expenses and bills onto Zave which will sync automatically with Xero. Expenses can be also uploaded through WhatsApp. Review and approval can be done directly on the platform, and the two-way flow of information allows clients to easily access records and historical data.

Vitals dashboard

Zave pulls important accounting data from Xero and consolidates everything under one dashboard for your clients to quickly and easily reference.

What is Xero

Xero is world-leading online accounting software built for small business.

 

  • Get a real-time view of your cashflow. Log in anytime, anywhere on your Mac, PC, tablet or phone to get a real-time view of your cash flow. It’s small business accounting software that’s simple, smart and occasionally magical.
  • Run your business on the go. Use our mobile app to reconcile, send invoices, or create expense claims – from anywhere.
  • Get paid faster with online invoicing. Send online invoices to your customers – and get updated when they’re opened.
  • Reconcile in seconds. Xero imports and categorises your latest bank transactions. Just click ok to reconcile.

Platform features

Zave technology will change the way your firm services clients through automating and streamlining processes.

Branded Client Portal

One easy to access portal for your clients to manage multiple entities across a range of accounting, tax and corporate secretarial matters. Localised to each entity’s legal jurisdiction. Currently, we support Australia, Singapore, Hong Kong and BVI.

Client Management Portal

From incorporation to ongoing services, one platform to do-all and see-all. Across all the jurisdictions your client’s operate.

Ready to learn more?

Get in touch with us to see how we can help your firm better engage your clients. 

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