Cloud Accounting

At Oaktree we understand the importance of cloud-based accounting systems and embrace these for our client’s needs. For accounts we recommend Xero as this offers a single simple platform to manage all your financial needs. When it comes to receipt management nothing beats Receipt Bank and the simplicity of scanning receipts to feed into your accounts.

Xero

Xero is perhaps the most popular accounting software for small and medium sized businesses. Our clients love Xero because it provides fast and straightforward invoicing, automated daily bank feeds, smart reports and a dashboard that provides a clear financial overview in real time. If you have not considered using Xero, we would urge you to see if it could not simplify your accounting life.
As Xero Gold partners, our team is fully Xero advisor certified and Oaktree Accountants Ltd is Making Tax Digital ready and are Xero migration Specialists. This means if you are already using a different accounting software we are in the best position to help you transfer your information and up to date accounts to our brand new Xero account.
If you would like to learn more about how Xero will simplify and streamline your accounting, please contact us today on 01246 324103 and take a look at our listing Xero directory here.

Receipt Bank

We know there is just not enough time in the working week for you to make multiple trips to bring us paperwork. Receipt Bank’s mission is to automate bookkeeping so that we can spend time giving you better financial and business advise.
Our clients love the simplicity of the software as they can effortlessly take photos of their receipts, invoices and sales and upload them directly to the cloud for us to process. Whether it is uploaded through the mobile app or through email, all receipts are securely stored in the cloud so you can trust your information is always safe.

If you would like to find out more about how Receipt Bank can help your business grow then please contact Oaktree on 01264 324103 for a demonstration of Receipt Bank in action.