Software Solutions

Xero

Cloud Accounting & Financial Management

Our professionals are experienced in using Xero, one of the world's leading cloud accounting platforms. We support accounting firms and businesses across a wide range of Xero based accounting and financial management activities.

Our Xero Capabilities Include

• ✔Bookkeeping & Transaction Processing – Recording and categorizing transactions while maintaining accurate financial records.
• ✔Bank Reconciliations – Matching bank transactions with accounting records and identifying discrepancies.
• ✔Accounts Payable – Processing supplier invoices, managing bills, and supporting payment workflows.
• ✔Accounts Receivable – Managing customer invoices, payment allocations, outstanding balances, and receivables records.
• ✔GST Support – Assisting with GST calculations, reconciliations, and return preparation.
• ✔Payroll Support – Supporting payroll-related accounting activities and maintaining accurate payroll records.
• ✔Financial Reporting – Preparing and reviewing financial reports to provide clear visibility into business performance.
• ✔Account Setup & Maintenance – Supporting chart of accounts, account coding, and ongoing accounting system maintenance.
• ✔Month-End Support – Assisting with reconciliations, adjustments, journals, and month-end accounting processes.
• ✔Management Reporting – Supporting the preparation of financial information and reports for management decision-making.
• ✔Data Review & Clean-Up – Reviewing accounting records and identifying inconsistencies, unreconciled items, or missing information.

How Xero Helps Your Business

Our Xero expertise helps businesses and accounting firms:

• ✔Maintain accurate and up-to-date financial records
• ✔Streamline routine accounting processes
• ✔Improve financial visibility
• ✔Reduce manual processing
• ✔Improve reconciliation efficiency
• ✔Support timely reporting and compliance
• ✔Integrate accounting workflows more effectively
• ✔Scale accounting operations as workloads increase

Xero + Professional Expertise

Technology is only as effective as the people using it. At AFIT Global, our Xero experience is supported by professional accounting knowledge, structured processes, quality reviews, and experienced team leadership.

This combination enables us to work as an extension of your team and deliver efficient, accurate, and reliable accounting support within your existing Xero environment.

CCH iFirm

Practice Management & Accounting Support

Our accounting professionals are experienced in working with CCH iFirm and have supported New Zealand accounting firms using the platform. Our team understands the workflows and processes commonly used within New Zealand accounting practices, enabling us to integrate smoothly with your existing systems and working methods.

We also have extensive experience with Business Fitness Workpapers, supporting efficient preparation, organization, and review of accounting and compliance work.

Our CCH iFirm Capabilities Include

• ✔Client information and file management
• ✔Accounting and compliance workflow support
• ✔Financial statement preparation support
• ✔Tax compliance workflow assistance
• ✔Client data management and maintenance
• ✔Working paper preparation and organization
• ✔Business Fitness Workpapers support
• ✔Supporting schedules and reconciliations
• ✔Document and file organization
• ✔Review and quality control support
• ✔Year-end accounting and compliance assistance
• ✔Practice workflow coordination

How CCH iFirm Supports Your Practice

Our familiarity with CCH iFirm and Business Fitness Workpapers allows us to work within your existing practice environment rather than requiring major changes to your processes. This helps your team:

• ✔Improve workflow efficiency
• ✔Maintain organized client files
• ✔Reduce administrative workload
• ✔Support faster completion of accounting and compliance work
• ✔Improve consistency across client engagements
• ✔Manage increasing workloads more effectively
• ✔Maintain structured and review-ready documentation

CCH iFirm + Business Fitness Expertise

By combining CCH iFirm knowledge with practical accounting and compliance experience, AFIT Global provides seamless support that integrates with your firm's existing workflows and helps your team deliver accurate, efficient, and timely services to your clients.

QuickBooks

Accounting & Financial Management Support

Our accounting professionals are highly experienced in QuickBooks, one of the world's leading accounting and financial management platforms. With extensive hands on experience supporting businesses and accounting firms using QuickBooks, our team can integrate seamlessly into your existing accounting processes and workflows.

We provide reliable support across day-to-day accounting, reconciliations, reporting, and financial administration, helping businesses maintain accurate records and improve the efficiency of their accounting operations.

Our QuickBooks Capabilities Include

• ✔Bookkeeping and transaction processing
• ✔Bank and credit card reconciliations
• ✔Accounts payable support
• ✔Accounts receivable support
• ✔Invoice and bill processing
• ✔Customer and supplier account management
• ✔Chart of accounts maintenance
• ✔Journal entries and adjustments
• ✔Financial statement preparation
• ✔Management reporting support
• ✔Month-end accounting support
• ✔Data review and account clean-up
• ✔Supporting schedules and reconciliations
• ✔Accounting records maintenance

How QuickBooks Supports Your Business

Our QuickBooks experience enables us to work within your existing accounting environment and processes, helping your team:

• ✔Maintain accurate and up-to-date financial records
• ✔Streamline routine accounting activities
• ✔Reduce manual accounting workload
• ✔Improve reconciliation efficiency
• ✔Strengthen financial reporting processes
• ✔Improve visibility over financial performance
• ✔Manage growing accounting workloads
• ✔Access experienced accounting support when required

QuickBooks + Professional Accounting Expertise

Our technology expertise is supported by practical accounting knowledge and structured quality control. By combining QuickBooks experience with professional accounting processes and review, AFIT Global helps businesses and accounting firms maintain efficient, accurate, and reliable financial operations.

MYOB

Accounting, Bookkeeping & Financial Reporting Support

Our team has extensive experience working with MYOB, supporting a wide range of bookkeeping, accounting, payroll, and financial reporting requirements. Our professionals can integrate seamlessly into your firm's or business's existing workflows, systems, and processes to provide accurate, efficient, and timely accounting support.

We assist with routine accounting activities as well as month-end and reporting processes, helping maintain reliable financial records and improve the efficiency of day-to-day finance operations.

Our MYOB Capabilities Include

• ✔Bookkeeping and transaction processing
• ✔Bank and account reconciliations
• ✔Accounts payable support
• ✔Accounts receivable support
• ✔Invoice and bill processing
• ✔Customer and supplier account management
• ✔Payroll related accounting support
• ✔Journal entries and adjustments
• ✔Month end accounting support
• ✔Financial statement preparation
• ✔Management reporting support
• ✔Supporting schedules and reconciliations
• ✔Data review and account maintenance
• ✔Financial record clean-up and accuracy checks

How MYOB Supports Your Business

Our experience with MYOB allows us to work within your existing accounting environment, helping your team:

• ✔Maintain accurate and up-to-date financial records
• ✔Streamline day-to-day accounting processes
• ✔Reduce internal accounting workload
• ✔Improve reconciliation and reporting efficiency
• ✔Support timely month end completion
• ✔Improve visibility over financial performance
• ✔Manage increasing accounting workloads
• ✔Scale accounting support as your business grows

MYOB + Professional Accounting Expertise

At AFIT Global, technology is supported by experienced accounting professionals and structured quality control. Our MYOB expertise enables us to integrate with your existing workflows and provide dependable accounting support while maintaining accuracy, consistency, and timely delivery.

SAP

Enterprise Finance & Accounting Support

Our accounting professionals are experienced in working with SAP, one of the world's leading Enterprise Resource Planning (ERP) platforms. We support a range of finance and accounting functions within SAP, helping businesses manage financial information, streamline processes, improve reporting, and maintain accurate and reliable financial records.

Our team can work within established SAP environments and processes, providing accounting support that aligns with your organization’s existing systems, controls, and reporting requirements.

Our SAP Capabilities Include

• ✔General ledger accounting support
• ✔Accounts payable processing
• ✔Accounts receivable support
• ✔Bank and account reconciliations
• ✔Journal entries and financial adjustments
• ✔Invoice and transaction processing
• ✔Financial data validation and review
• ✔Month-end and year end accounting support
• ✔Financial reporting assistance
• ✔Management reporting support
• ✔Account reconciliations and supporting schedules
• ✔Financial data analysis
• ✔Master data and account information support
• ✔Accounting record maintenance
• ✔Finance process and workflow support

How SAP Supports Your Business

Our SAP experience helps businesses strengthen their finance operations by:

• ✔Improving the accuracy of financial information
• ✔Streamlining finance and accounting processes
• ✔Reducing manual processing and administrative workload
• ✔Supporting efficient transaction processing
• ✔Improving financial reporting and visibility
• ✔Strengthening reconciliation and control processes
• ✔Supporting timely month end and year end activities
• ✔Managing complex financial operations more efficiently
• ✔Providing scalable accounting support as business requirements grow

SAP + Professional Accounting Expertise

SAP is a powerful technology platform, but effective financial management also requires accounting knowledge and professional oversight. At AFIT Global, our SAP experience is supported by experienced accounting professionals, structured processes, and quality control.

This enables us to work within your existing SAP environment and provide accurate, efficient, and reliable finance and accounting support that complements your internal team.

Zato

Workflow & Accounting Task Management

Our team is proficient in using Zato to manage workflows, coordinate accounting tasks, and monitor job progress efficiently. By incorporating Zato into our delivery processes, we can maintain clear visibility over assignments, deadlines, responsibilities, and workflow status.

The platform supports structured task management and collaboration, helping our teams coordinate accounting activities effectively and maintain consistent delivery across client engagements.

Our Zato Capabilities Include

• ✔Workflow and task management
• ✔Accounting job coordination
• ✔Task allocation and assignment tracking
• ✔Job progress monitoring
• ✔Deadline and workflow tracking
• ✔Team coordination
• ✔Work status monitoring
• ✔Process and task follow up
• ✔Client job management support
• ✔Workflow documentation
• ✔Review and approval coordination
• ✔Delivery tracking

How Zato Supports Our Delivery

Using Zato as part of our workflow management processes helps us:

• ✔Improve visibility over ongoing work
• ✔Track accounting tasks and deadlines effectively
• ✔Coordinate responsibilities across team members
• ✔Reduce the risk of missed tasks or deadlines
• ✔Improve workflow consistency
• ✔Strengthen communication between teams
• ✔Monitor job progress in real time
• ✔Support timely completion of client work
• ✔Maintain structured and organized processes
• ✔Improve overall service delivery

Zato + Structured Workflow Management

Technology helps us create a more organized and transparent delivery process. Our team combines Zato workflow capabilities with experienced accounting professionals, Team Leader oversight, and quality assurance processes to ensure work is well coordinated, accurately completed, and delivered within agreed timeframes.

FYI Docs

Document Management & Workflow Support

Our professionals are experienced in using FYI Docs to streamline document management, organize client information, automate workflows, and improve collaboration across accounting engagements.

By working within FYI Docs, our team can help maintain structured and accessible client records while supporting efficient document handling and workflow processes. This enables accounting teams to spend less time managing documents and more time focusing on client service and higher-value activities.

Our FYI Docs Capabilities Include

• ✔Client document management
• ✔Digital file organization
• ✔Document uploading and classification
• ✔Client record maintenance
• ✔Document search and retrieval
• ✔Workflow management and automation
• ✔Document sharing and collaboration
• ✔Email and document management
• ✔Task and workflow coordination
• ✔Supporting document preparation
• ✔Client file organization
• ✔Document review and quality control
• ✔Record maintenance and archiving

How FYI Docs Supports Your Practice

Our experience with FYI Docs helps accounting firms and businesses:

• ✔Maintain organized digital client records
• ✔Improve document accessibility and retrieval
• ✔Reduce manual document management
• ✔Streamline accounting workflows
• ✔Improve collaboration between teams
• ✔Support consistent document processes
• ✔Reduce the risk of misplaced or incomplete documentation
• ✔Improve productivity across client engagements
• ✔Strengthen overall file management
• ✔Support efficient and timely service delivery

FYI Docs + Efficient Document Workflows

By combining FYI Docs with structured accounting processes and professional oversight, AFIT Global helps create organized, efficient, and collaborative working environments that support accurate and timely delivery across client engagements.

Xero Workpapers

Working Paper & Year-End Compliance Support

Our team is proficient in using Xero Workpapers to organize accounting working papers, streamline year-end processes, and support accurate financial reporting. The platform provides a structured environment for preparing, reviewing, and maintaining supporting documentation, helping accounting teams manage compliance work more efficiently.

Our professionals use Xero Workpapers to support organized file preparation, account reconciliations, working paper completion, and review processes, helping ensure information is clearly documented and readily available for review.

Our Xero Workpapers Capabilities Include

• ✔Working paper preparation and organization
• ✔Year-end accounting support
• ✔Account reconciliations
• ✔Balance sheet account reviews
• ✔Supporting schedule preparation
• ✔Financial data and account analysis
• ✔Working paper documentation
• ✔Client information and file management
• ✔Review and completion of workpapers
• ✔Year-end compliance workflow support
• ✔Supporting financial statement preparation
• ✔Documentation and evidence management

How Xero Workpapers Supports Your Practice

Our experience with Xero Workpapers helps accounting firms:

• ✔Organize working papers efficiently
• ✔Streamline year-end compliance processes
• ✔Improve reconciliation and review efficiency
• ✔Maintain consistent supporting documentation
• ✔Improve visibility over outstanding work
• ✔Reduce manual administration
• ✔Support accurate financial reporting
• ✔Simplify the review process
• ✔Improve collaboration between accounting professionals and reviewers
• ✔Manage increasing year-end workloads more effectively

Xero Workpapers + Professional Review

Technology provides the structure, while professional accounting expertise provides the judgement and oversight. At AFIT Global, our Xero Workpapers experience is supported by experienced accounting professionals, Team Leader review, and structured quality assurance processes.

This combination helps deliver well organized, accurate, and review ready working papers that support efficient year end accounting and compliance.

Xero Practice Manager (XPM)

Practice Management & Workflow Support

Our professionals are experienced in using Xero Practice Manager (XPM) to manage accounting jobs, track time, coordinate resources, and monitor workflows across client engagements. Our familiarity with XPM enables us to work within established accounting practice processes and provide clear visibility over tasks, deadlines, and job progress.

By using XPM effectively, our team helps accounting firms coordinate workloads, improve workflow efficiency, and support the timely delivery of accounting and compliance services.

Our XPM Capabilities Include

• ✔Client and job management
• ✔Job creation and workflow tracking
• ✔Task allocation and assignment
• ✔Time tracking and timesheet management
• ✔Job status monitoring
• ✔Deadline and due-date tracking
• ✔Resource and workload coordination
• ✔Workflow progress monitoring
• ✔Staff activity tracking
• ✔Client engagement support
• ✔Job reporting and performance monitoring
• ✔Practice workflow administration

How XPM Supports Your Practice

Our XPM experience helps accounting firms:

• ✔Improve visibility over client jobs
• ✔Track work progress and deadlines
• ✔Coordinate team workloads effectively
• ✔Improve resource allocation
• ✔Reduce the risk of missed deadlines
• ✔Streamline practice workflows
• ✔Improve time tracking and job monitoring
• ✔Support better workload planning
• ✔Increase accountability across teams
• ✔Improve the timely delivery of client services

XPM + Structured Practice Management

At AFIT Global, we combine XPM technology with experienced accounting professionals, dedicated Team Leaders, and structured quality assurance processes. This enables us to work as an extension of your practice while maintaining clear workflows, strong accountability, and consistent service delivery.