Systems & Growth Projects

What Are Systems & Growth Projects?

Systems & Growth Projects are project-based engagements focused on improving how your accounting systems connect with:

• Inventory platforms

• Cashflow tools

• Payment gateways

• eCommerce & marketplace channels

• Financial reports

We focus on troubleshooting, optimisation, and integration logic —
not basic setup or software installation.

Our role is to ensure:

Your financial data flows correctly, reflects reality, and supports better management decisions.

TYPICAL PROJECT TYPES

1️⃣ Accounting & Inventory System Troubleshooting

We specialise in complex system troubleshooting, not initial setups.

Includes:

• Xero + Cin7 Core (Cin7 Query) troubleshooting

• Xero + Unleashed troubleshooting

• Inventory-to-accounting mismatch investigation

• COGS and stock movement logic review

• Inventory opening balance corrections

• Ongoing system optimisation support

Outcome:
✔ Inventory figures you can trust
✔ Accurate margins
✔ Reduced system conflicts

2️⃣ Cashflow, Accounts Payable & Receivable Systems

We help businesses gain better cash visibility and control through system optimisation.

Includes:

• Accounts Payable processing systems (e.g. Dext / Receipt Bank)

• Accounts Receivable tracking & debtor management
  (e.g. Chases)

• Cashflow management tools
  (e.g. Float for cashflow forecasting & visibility)

• Cashflow data alignment with accounting records

Outcome:
✔ Clear cashflow position
✔ Improved debtor tracking
✔ Reduced manual follow-up

3️⃣ Payment Gateway & Accounting Integration

We connect payment platforms with accounting systems — properly.

Includes:

• PayPal, Stripe, Zipay, Square & other payment gateways

• Payment settlement & fee logic review

• Clearing account setup & reconciliation workflows

• Ensuring payment data matches accounting logic

Outcome:
✔ Clean payment data
✔ Accurate reconciliation
✔ No unexplained balances

4️⃣ eCommerce & Marketplace Accounting Projects

As online sales channels expand, accounting complexity increases.

Includes:

• Shopify & Woocommerce accounting integration

• Marketplace accounting for:

  • Amazon

  • eBay

  • Other multi-channel marketplaces

• eCommerce data consolidation using:

  • A2X

  • Dext eCommerce

• Sales, refunds, fees & tax logic review

• Month-end eCommerce reconciliation workflows

Outcome:
✔ Scalable eCommerce accounting
✔ Accurate multi-channel reporting
✔ Reduced manual reconciliation work

5️⃣ Custom System & Workflow Optimisation Projects

We also take on challenging, non-standard system environments.

Includes:

• Complex multi-app accounting ecosystems

• Workflow redesign to reduce manual processing

• System logic troubleshooting

• High-complexity finance system support

Outcome:
✔ More efficient workflows
✔ Lower reliance on manual work
✔ Systems that support growth — not slow it down

How These Projects Are Delivered

• Project-based scope

• Defined outcomes & boundaries

• Focus on optimisation, not software sales

• Technology-agnostic recommendations

We do not provide basic system setup services.
We work where experience and judgement matter.

Systems & Growth Projects Are Ideal For:

• Product-based & eCommerce businesses

• Businesses using multiple systems

• Companies outgrowing manual processes

• Teams needing efficiency without losing financial control