Software Apps That Will Improve Your Financial Systems and Save You Time and Money

Uncategorized Jul 20, 2021

For most of us, impeccable financial systems and being a small business owner don’t go hand in hand. We’re often scrambling to file payroll, spending hours searching for receipts, and enduring a painstaking invoice process. Paper is scattered across our desks and our minds are scattered trying to keep up. 

So what’s the problem with this? 

Besides being a huge pain, running a business like this cuts down on your profit. 

And its because you’re spending more time mismanaging money than actually making it.

Uh oh

I want to offer you that the solution to the business financial woes  is quite simple…

If you want your business to thrive and grow, you need to have good systems in place that will save time and make more money for you!

And luckily, software apps are available that can offer relief. 

Investing in paperless, intuitive cloud accounting software gives you back the freedom to work on other things. When you have the peace of mind that your financial system is running smoothly, you can get back to doing what you do best — and growing your bottom line. 

Here are three of my favorite apps for managing business financials no matter if you are just starting out OR scaling to multiple six figures and beyond.

XERO is a cloud-based accounting software that provides invoicing, bank reconciliation, app integration and a dynamic mobile app 

Why it works

Xero is intuitive, with a clean interface and customizable dashboard to view your bank feed, cash flow, sales and purchases. Invoicing is easy — you can send with a single click and create invoices to match your brand. Invoices have live links clients can use to pay via credit cards, debit cards, and Paypal. Take pictures of your receipts and upload purchases to Xero using its mobile app, enabling you to go completely paperless. Best of all, Xero has partnerships with over 500 apps, so all of your business systems can integrate easily. 

Plooto is an automated accounts payable & receivable software, that is intentionally designed to offer greater financial control for small businesses.

Why it works

While many business owners love using credit cards for making purchases and/or auto processing recurring payments, bills still arrive and they need processing. Plooto can help make the old school method of cutting checks a thing of the past. With Plooto you enter a modern era of your business financials where cloud technology saves time, digitizes your bill paying process. Friends, this saves you time! 


Mile IQ is a digital mileage tracking app, helping business owners everywhere maximize their vehicle deductions

Why it works: Right up there with a paper filing cabinet, tracking your mileage with a paper log is futile. MileIQ is downloaded onto your phone and runs in the background as you drive from one place to another throughout your day tracking all your starts and stops. The app tracks everything from mileage, date, and time. You can categorize each trip, ensuring business and personal stays separate. In fact, this app is so easy it can populate categories for trips to doctor’s offices and the grocery store to the gym and more. And it’s not just an app — you can log onto Mile IQ’s online dashboard to further customize your trips. 

Let's just agree without a plan managing business finances can be overwhelming. So if you want your business to thrive and grow, and you want to remove the overwhelm, you need to have systems in place that will save time and make more money for you!

These are 3 of my go-to apps to build out an intentional, simplified financial system to support my clients and their money goals.

If you want to create a simplified financial system, leveraging technology will serve you. If process improvement is part of your business goals for this year, I invite you to ask yourself this one question, “What part of my business finances is taking my time as CEO?” 

I can assure you, there is a tech tool available to support you and save you time. 


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