Partners

Our partners have been carefully selected to support our vision and drive our purpose.

Our partners complement our service offering and enable Zen Finance Solutions to provide our clients with the best solution as a service experience possible.

Xero

Smart online accounting

Run your business from anywhere: Access your business finances anytime, from any internet-connected device – phone, tablet, or computer.

Understand your real-time cash position: Know how you are doing financially with daily updates from your bank accounts and credit cards that show up on the Xero dashboard and in reports.

Collaborate with your accountant, bookkeeper, and team: Give your staff access to the areas they need to do their job. And invite your advisor to collaborate with you on your business in real-time.

Get paid faster for better cash flow: Easily create and send invoices, with online payments and invoice reminders for quicker payment.

Protect your business data: Xero backs up your data and protects it with multiple layers of security including industry-standard data encryption and secure data centres. We also offer two-step authentication as an additional layer of protection for your Xero account.

Help when you need it: If you need help, you can choose to let the Xero support team view your data and provide the advice you need. Online support articles,  videos, and training are available to help you get moving.

Delivering high-integrity accounting through reliable data

Data untouched by human hand: Once direct feeds are set up, data flows seamlessly without intervention from the small business. Behind the scenes, banks, financial institutions, other software applications and other Xero users send data that’s automatically uploaded into Xero.

Protecting who has access to data: In addition to standard login support, Xero provides two-step authentication as an extra layer of security. Users are kept informed of when and where they last logged in, which lets them see if any unexpected activity has occurred.

Built-in controls to monitor data: From who is logging in, to what changes are being made to a business file, Xero provides the tools to help identify mistakes or unwanted activity. The assurance dashboard uses Xero’s built-in controls to help advisors monitor the accuracy of their clients’ financial data.

Infrastructure that works around the clock: Xero are committed to the security of customer data and provide multiple levels of protection for the personal and financial information entrusted to them. Xero brings you high levels of reliability and availability, supported by dependable infrastructure and ongoing security management.

Protecting your data with multiple layers of security

You control who sees what: No one has access to your organisation’s data unless you invite them into your account. You control what users can see and do in Xero.

Extra security at log in: Two-step authentication adds an extra layer of security to help protect your account. Each time you log in, you’ll need to enter a unique code generated by an app on your smartphone. Used by many internet banking and online services, two-step authentication makes it much harder for anyone to hack into your account.

Your personal information stays private: Xero know that data security is important to you. Xero keep your information private, and only use it for agreed purposes. For instance, if you need help with a feature in Xero, you can choose to let Xero Support view your data while they help you.

Your information is stored safely online: If your computer or laptop is lost, stolen, or broken, your account is backed up and protected online in the cloud. Xero’s online storage means you can log in from any device with an internet connection and you’re good to go.

Encrypted data is stored securely: Data is encrypted using industry-standard data encryption, multiple layers of firewalls are in place, all access to Xero’s data centres and servers is controlled and monitored 24/7, and regular security audits are performed.

Your data is there when you need it: Xero replicate your data between data centres in different locations so that Xero is up and running most of the time.

Stay up-to-date with security warnings: Xero will let you know the latest news on phishing and other scams on their Security Noticeboard. Xero will also give the latest recommendations on how to protect yourself from them.

More can be found at Xero.com.

Hubdoc

Manage documents easily

Save time collecting and managing documents: Hubdoc automatically fetches your online bills, organises, and stores them securely in one place. No more downloading, printing, or mailing bills to your advisor month after month.

Go paperless: Up to 25% of a business’s office space is used for paper storage. With Hubdoc, all documents are automatically digitised, centralised, searchable, and available at your fingertips in one digital filing cabinet. Minimise office storage space and cut down costs associated with paper.

Improve advisor collaboration: Your accountant or bookkeeper no longer needs to spend time chasing after your documents so they have more time available to provide insights that will help your business succeed.

Automate bookkeeping tasks

Automate data entry: Once receipts and bills have been fetched or uploaded, Hubdoc automatically extracts the key data (supplier name, date, and total amount). This eliminates the time spent on tedious data entry and increases accuracy.

Audit-proof effortlessly: Hubdoc transactions are matched to the bank feed in your general ledger software with source documents attached. Audit-proofing your business has never been so easy!

Code transactions seamlessly: Automate coding for recurring bills and invoices when publishing to Xero.

More can be found at Hubdoc.com.

GoCardless

Direct Debit via GoCardless is our preferred payment method. We think you will find it easier to pay through GoCardless, and it helps our business too. We will  be saving hours of time each week managing our payments which we plan to reinvest into continually improving our services to you.

All you need to do to get started is enter your details once you have selected your chosen package.

How paying by Direct Debit benefits you:

Unlike with other payment methods, you will not have to remember to make future payments: as soon as your invoice due date is reached, we will collect payment straight from your pre-agreed bank account.

GoCardless is the UK’s leading Direct Debit provider, processing over £5 billion in payments annually for more than 30,000 organisations, including The Guardian and HM Government.

You will be notified before each payment is taken and your payments are protected, so you are guaranteed a refund if a payment was ever taken in error. Read more on Direct Debit Guarantee (UK).

More can be found at GoCardless.com.

Zoom

Zoom is the leader in modern enterprise video communications, with an easy, reliable cloud platform for video and audio conferencing, collaboration, chat, and webinars across mobile devices, desktops, telephones, and room systems.

Zoom Rooms is the original software-based conference room solution used around the world in board, conference, huddle, and training rooms, as well as executive offices and classrooms.

Founded in 2011, Zoom helps businesses and organisations bring their teams together in a friction less environment to get more done. Zoom is a publicly traded company on Nasdaq (ticker: ZM) and headquartered in San Jose, California.

Visit Zoom.us to learn more or get the free app.

Float

Cash is at the heart of every business, but it is rarely planned for properly. We want to help you understand what the future of your cash looks like, which is why we have partnered with Float. Float offers intuitive, visual cash flow forecasting that anyone can understand, helping you make decisions with confidence.

Float specialises in short-to-mid term, accurate, operational cash flow forecasting. It will help you answer questions that plague every business, such as ‘What if that invoice does not get paid in the next five days?’, or ‘How much cash flow am I going to have in the next three months?’

Float connects into your cloud accounting software and combines your data with your predictions to produce a powerful, real-time forecast of your future cash position in the next days, weeks and months.