Robust Cloud Accounting/CRM Solutions for Medium Sized Organisations

With over 28 years of experience in implementing accounting/crm and cloud-based solutions, Whitegate can offer you the expertise needed to switch your accounting/crm system with minimal disruption and all the support and training you need.

How Whitegate can help you make the transition to new cloud accounting/crm software

We understand that every business is different and has unique needs when it comes to implementing accounting/crm software. That's why we asses each business individually and offer friendly expertise over the phone and face to face - you'll never be in the dark about your accounting/crm system move.

Our expertise can be tailored to your business but, as an overview, Whitegate will:

Assess your needs
Assess your needs and help you choose the best option
Transfer your data
Transfer your data accurately and smoothly
Personalized Training
Provide the right level of training for your new software
1-1 Support
Offer a personal level of ongoing service and support

Thinking of changing your accounting/crm system?
Get in touch today on 01923 537 231 or

Contact us

Tony Reissner
Tony Reissner, Owner of Whitegate
LinkedIn

More than just
making the books balance

Why switching accounting/crm systems can drive your business forward

Does your accounting/crm software help your business grow?

No? Well it should. If you are a financial director, company director, manager, accountant or bookkeeper, you will know that having the right accounting & crm solution is about so much more than just making the books balance.

The right business accounting & crm software puts you in control. It gives you the information and data that you need to help manage the business, to plan for growth, to identify potential areas of profit and loss – and ultimately to drive the organisation forward.

Taking the pain out of accounting/crm data conversion

If you've ever wondered if you could get more from your accounting/crm software but are wary of the process, you've probably thought...

"We don't like our current system but it's too time-consuming and difficult to change."

"We're worried we'll lose all our data."

"The time and disruption it takes to change our system simply isn't worth it."

"We just don't have the times to change systems now."

Sound familiar? This is where Whitegate comes in - we can offer as little or as much expertise and assistance as you need to help you make the smooth transition to a new all-in-one cloud-based accounting & crm system.

Thinking of changing your accounting/crm system?
Get in touch today on 01923 537 231 or

Contact us

Why Cloud Accounting & CRM?

Implementing the right all-in-one cloud accounting & CRM solution can enable your organisation to work smarter and more efficiently. Fundamentally, it’s all about having the key information in the right format.

Cloud accounting & CRM offers a greater degree of flexibility and a solution that grows with your needs. This means it delivers results in an intuitive way that helps you make the right strategic decisions for your organisation.

It offers a secure platform that makes data and software accessible online anytime, anywhere, from any device. This enables key staff from different departments, offices and geographical locations to connect and access the information they need. It’s also simple to upgrade and easily scalable.

Is your Accounting software causing you frustration and concern?

Do you want to move but you're worried about the risks involved?
You are invited to take our 5-minute assessment and we'll make it easier for you to decide.
You will receive an e-mailed report with recommended next steps.

5-minute assessment

Key Features of Cloud Accounting software

for established small and medium sized businesses

Period Based
Period based cloud accounting software allows you to close off each ledger for a specific accounting period.
Cost Centres & Units
Built-in cost centres and cost units allowing you to filter your P & L by a specific branch, region, sector or department.
Budgeting
Multiple budget scenarios down to cost centre & cost unit level allowing you to compare budgets & revised budgets.
Custom Forms
Design your own customised forms such as multiple invoices layouts, statements, reminders and remittances.

What should you look for in cloud accounting & crm software?

There are so many financial software solutions on the market; it’s hard to know which one is right for your organisation. At Whitegate we have done the hard work for you, using our knowledge, experience and expertise to select what we consider to be the very best cloud accounting software on the market – Exact Online. What’s more, Exact Online offers a proactive accounting solution for a range of organisations; from SMEs to large companies with operations across multiple sites.

It’s also important to be aware that not all services sold as being cloud-based are true browser based software-as-a-service applications. So, what are the five key features that you should look for when choosing your cloud accounting software?

1. Flexibility
A good cloud accounting system gives you the information that you need in the format that you need it. This may be in a variety of different layouts for a range of different purposes. So any software needs to be flexible, offering more than one way of organising and presenting information.

2. Access
One of the greatest advantages of using cloud accounting is the fact that it enables secure access to designated stakeholders from anywhere. This also enables easier outsourcing to trusted users. Software services with user-friendly mobile applications are also a sign of a well thought-out, future-proofed data solution.

3. Ease of use
The best cloud accounting software is relatively intuitive. You shouldn’t need a degree in finance and accounting to carry out day to day tasks, although interpreting how the resultant data can help you optimise processes may require a little more skill.

4. Time saving
Automation is one of the most significant time saving strategies there is. The right software automates key processes simply, reducing duplication and the need to re-enter information at the same time as generating informative reports at the click of a mouse.

5. Secure
Data security is a key issue for every organisation. Any software that you choose must be designed with security in mind to ensure that your valuable data is as safe as it is possible to be.

Of course, any financial accounting now needs to be MTD (Making tax Digital) compliant. Many software companies are adding this functionality as an add-on facility for and extra charge. However, the best accounting software is designed with this already an essential component of the system to ensure seamless integration – and no hidden costs.

Want more information on cloud accounting?
Get in touch today on 01923 537 231 or

Contact us

Testimonials

Thinking of changing your accounting system?
Get in touch today on 01923 537 231

Contact us