From set-up, processing to sending timely and professional reminders automatically to customers.
Our onboarding specialists are on stand-by, we’ll get you ready to get started in no time!
Integration and automation will be all done so you can leave all the headache aside.
All shall be handled, and you can analyze all you need in one platform.
Centralised Customer Communication
Smart Follow-Up
Automated Payment Reminder
Seamless Accounting Integration
Customer Payment Insights
Real-Time Receivables Dashboard
Annual Budgeting
Creating a budget for your company is a critical aspect of financial management, regardless of the size or stage of your business. Let’s delve deeper into the requirements in creating a budget, especially for beginners who can create a solid foundation for effective budgeting and financial management within their company.
Many operational and finance processes can be automated, including:
Invoice approvals
Expense claims
Purchase approvals
Bank reconciliation
Inventory updates
Financial reporting
Intercompany transactions
No. In the past, automation required expensive ERP systems used by large corporations. Today, cloud tools and integrations allow SMEs and mid-sized companies to automate processes at a much lower cost.
Automation is designed to support teams, not replace them. It removes repetitive tasks like manual data entry and chasing approvals, allowing finance and operations teams to focus on higher-value work such as analysis, compliance, and business planning.
Common signs include:
Approvals happening through emails or WhatsApp
Heavy reliance on spreadsheets
Duplicate data entry across systems
Slow reporting and lack of real-time visibility
Finance teams spending too much time on manual work
Pricing for Dashboard
Automation replaces manual approval processes with structured workflows.
Yes. Many businesses operate through a holding company with multiple subsidiaries. Automation tools can consolidate financial data across entities, streamline intercompany transactions, and provide group-level reporting.
This allows management to monitor performance across the entire group in real time.
Yes. Automation is not limited to accounting.
Businesses can automate:
Asset management
Inventory tracking
Expense claims
Procurement workflows
Budget monitoring
Automation connects operational systems with accounting software, allowing financial data to update automatically.
This enables:
Real-time dashboards
Faster monthly closing
Accurate cash flow forecasting
Better management reporting
Fractional CFO
Fractional CFO services can be a strategic decision for businesses, especially when considering factors like cost savings, access to specialized expertise, flexibility, and making it a strategic choice in various scenarios. Here’s a deeper dive into the benefits on opt for Fractional CFO
.
Not necessarily. Many companies can keep their existing accounting platform while adding automation tools around it.
If you are already using Xero or other cloud accounting software, automation can be implemented through integrations and apps.
We typically review:
Existing finance workflows
Approval processes
Systems currently used
Reporting requirements
Pain points in operations
Yes, but training is usually straightforward.
Modern cloud tools are designed to be user-friendly. Most teams become comfortable with the system after a short onboarding session.
The goal is to make processes simpler, not more complicated.
Yes. Every business operates differently, so automation solutions are usually configured based on your processes.
This includes:
Approval hierarchies
Budget controls
Department workflows
Multi-entity structures
Payroll Manager
POiNTER’s Payroll Manager add-on offers comprehensive support for maintaining a compliant and efficient payroll system for your business. From employee onboarding to day-to-day payroll management, POiNTER handles various administrative tasks, allowing you to focus on running your business effectively. With transparent pricing based on the size of your workforce, POiNTER’s Payroll Manager service provides flexibility and scalability to meet your business’s needs.
In many cases, yes.
Most modern business tools support API integrations, allowing them to connect with accounting systems and workflow tools.
Depending on the use case, integrations can be achieved through:
Existing marketplace apps
Workflow automation tools
Custom API integrations
The approach depends on the complexity and requirements of your business.
Yes. One of the main advantages of automation is the ability to connect multiple systems.
Modern cloud platforms follow strict security protocols including:
Encrypted data transmission
Role-based access control
Audit trails
Secure API authentication
POiNTER Tax
POiNTER Tax is an additional option available for POiNTER’s users. POiNTER Tax is a separate service from Dashboard subscription. It’s important to note that tax preparation services are not automatically included in the Dashboard subscription. Users must purchase Pointer Tax separately to avail themselves for tax preparation services.
However, there is second option involves using any tax firm you prefer and having POiNTER hand off your prepared books to them. This service is included in your POiNTER Dashboard subscription at no additional cost. This means POiNTER will collaborate with your chosen tax firm to ensure they have all the necessary financial data and documents to prepare your taxes accurately.
POiNTER Tax covers the preparation of income taxes at various levels of government, including direct and indirect taxes. This ensures that your tax obligations are met comprehensively across different jurisdictions.
POiNTER Tax provides email support to address any queries or concerns related to the deliverables included in the service. This ensures that users have access to assistance throughout the tax preparation process.
Automation can reduce manual finance work significantly.
Tasks that previously took hours—such as reconciliations, approvals, or reporting—can often be completed automatically or within minutes.
Yes. Many finance errors occur due to manual data entry or spreadsheet mistakes.
Automation reduces these risks by:
Eliminating duplicate entries
Standardizing workflows
Synchronizing data across systems
This improves both accuracy and compliance.
Companies usually see ROI through:
Reduced manual workload
Faster financial reporting
Better cash flow visibility
Improved operational control
The first step is usually a workflow review or automation assessment.
This helps identify:
Processes that can be automated
Tools suitable for your business
Integration opportunities
Fill up the form and our Team will get back to you within 24 hours.
This role of a Customer Onboarding Specialist is pivotal in ensuring the success and satisfaction of our customers. This position needs to be at the forefront of ensuring our customers’ success by facilitating smooth onboarding processes, providing effective training, fostering collaboration across teams, and continuously striving for customer satisfaction and product adoption.
This role of a Customer Onboarding Specialist is pivotal in ensuring the success and satisfaction of our customers. This position needs to be at the forefront of ensuring our customers’ success by facilitating smooth onboarding processes, providing effective training, fostering collaboration across teams, and continuously striving for customer satisfaction and product adoption.
This role of a Customer Onboarding Specialist is pivotal in ensuring the success and satisfaction of our customers. This position needs to be at the forefront of ensuring our customers’ success by facilitating smooth onboarding processes, providing effective training, fostering collaboration across teams, and continuously striving for customer satisfaction and product adoption.
