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OUR SERVICES

SimPRO–Xero Financial Health Check

Identify financial leakages. Fix integration gaps. Trust your numbers.

If your business uses simPRO and Xero, your financial data should align — but often it doesn’t. Hidden issues between systems can quietly impact cash flow, margins, GST, and reporting accuracy.
 
Our simPRO–Xero Financial Health Check uncovers the issues you don’t know to look for and gives you clear, practical recommendations to fix them.
Accountant

YOU DON'T KNOW WHAT YOU DON'T KNOW — UNTIL WE SHOW YOU.

Who This Is For

 

This health check is ideal for:

 

  • Trade and service businesses using simPRO + Xero

  • Business owners who rely on job profitability reporting

  • Companies preparing for month-end, interim reporting, or audit

  • Teams who want confidence that their systems are working properly together

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Common Issues We Find

 

Many businesses are surprised to discover:

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  • Unbilled or incorrectly allocated job costs

  • Jobs left open with WIP sitting on the balance sheet

  • Invoices not fully or accurately raised from simPRO

  • GST and tax coding inconsistencies

  • Integration mapping issues between simPRO and Xero

  • Financial reports that don’t reflect true performance

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What We Review

simPRO

  • Job statuses and completion accuracy

  • WIP and unbilled costs

  • Job cost vs invoicing alignment

  • Variations, credits, and adjustments

Xero

  • Bank reconciliation and clearing accounts

  • Accounts receivable and payable integrity

  • GST treatment and tax codes

  • Manual and recurring journals

Integration

  • simPRO ↔ Xero account mapping

  • Income, cost of sales, and GST flow

  • Data consistency across both systems

YOU DON'T KNOW WHAT YOU DON'T KNOW — UNTIL WE SHOW YOU.

What You’ll Receive

 

At the end of the health check, you’ll receive:

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  • A clear summary of issues identified

  • Practical, prioritised recommendations

  • Guidance on how to fix or improve your setup

  • Improved confidence in your financial reporting

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This is not just a report — it’s actionable insight.
 

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Why This Matters

 

When simPRO and Xero aren’t aligned:

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  • Cash flow suffers

  • Margins are overstated or understated

  • GST and compliance risks increase

  • Decision-making is based on unreliable data

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A financial health check helps ensure your systems support your business — not hold it back.

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Book a simPRO–Xero Financial Health Check

If you want clarity, confidence, and control over your simPRO and Xero financials, we’re here to help.

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