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.
YOU DON'T KNOW WHAT YOU DON'T KNOW — UNTIL WE SHOW YOU.
Who This Is For
This health check is ideal for:
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Trade and service businesses using Simpro + Xero
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Business owners who rely on job profitability reporting
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Companies preparing for month-end, interim reporting, or audit
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Teams who want confidence that their systems are working properly together
Common Issues We Find
Many businesses are surprised to discover:
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Unbilled or incorrectly allocated job costs
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Jobs left open with WIP sitting on the balance sheet
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Invoices not fully or accurately raised from Simpro
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GST and tax coding inconsistencies
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Integration mapping issues between Simpro and Xero
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Financial reports that don’t reflect true performance
What We Review
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Bank Reconciliation – Identify unreconciled items and high-risk transactions.
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Aged Receivables & Payables – Align balances between Simpro and Xero.
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Profit & Loss & Balance Sheet – Confirm your numbers reflect reality.
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Employee & Labour Costs – Ensure accurate job cost tracking and payroll reporting.
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Simpro Activities & Data Feeds – Review jobs, pricing, and setup.
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Internal Controls & Compliance – Keep processes accurate and compliant.
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Integration & Alignment – Confirm Simpro-Xero mapping and data consistency.
YOU DON'T KNOW WHAT YOU DON'T KNOW — UNTIL WE SHOW YOU.
What You’ll Receive
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Clear summary of issues and risk areas
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Prioritised, practical recommendations
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Step-by-step End-of-Month (EOM) checklist
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Guidance to improve setup and reporting
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Confidence and control over your financials
This isn’t just a report — it’s a roadmap to better financial health.
Why This Matters
When Simpro and Xero aren’t aligned:
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Cash flow suffers
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Margins are overstated or understated
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GST and compliance risks increase
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Decision-making is based on unreliable data
A financial health check helps ensure your systems support your business — not hold it back.
