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Introducing The Gild Group
The Gild Group is a multi-disciplinary practice covering Accounting, Tax, Wealth, Insurance, Grants, Freight, and Creative. Their ethos is simple: They celebrate you, your talents, your ventures and take care of everything that supports your vision and aspirations for the future. You do you and they'll do all the rest.
Catherine told us, "I’m a Client Manager on our Sydney-based Startups team. My client book includes startups and scaleups across a range of industries like SaaS, Aerospace, MedTech, Clean Energy, Allied Health, and more. No two days are the same, as I work across both the Business Management (Accounting, Quarterly Compliance, and VCFO) and Tax teams."
Here's the top apps Catherine implements to help her clients scale with Xero at their core.
Hubdoc for document management
Native to Xero and included in many Xero subscriptions, Hubdoc simplifies document collection and storage. It reduces the need for additional tools, easing the subscription burden for our client base—many of whom are still pre-revenue.
Mayday for month-end automation
Mayday eliminates the need to flick between Xero files by providing a clear, bird’s-eye view across complex group structures. It's especially powerful for automating intercompany reconciliations and recharges across a group.
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Joiin for consolidated reporting
Joiin provides clean, simple consolidation and reporting across multiple entities. Reports can be grouped, customised, and shared with stakeholders, making it easier to present the right numbers to the right people.
Spotlight and Fathom for advanced reporting
Spotlight Reporting and Fathom are used selectively depending on the client, typically for more advanced reporting needs. We use these less frequently and mainly for our scale-up clients who require deeper insights and more tailored visual reporting.
Stripe for payment processing
Stripe is a reliable solution that integrates seamlessly with Xero. It’s our go-to for clients who need efficient, automated payment collection with minimal setup.
Airwallex for FX and Employee Expenses
Airwallex is ideal for managing international payments and team spending. The virtual cards make it easy to control travel and employee expenses, while the competitive FX rates are especially valuable for clients expanding into global markets.
Paytron for AP
Paytron is designed for more complex accounts payable needs. It supports multiple approval layers, OCR for invoice capture, and budget assignment across teams, making it a great fit for larger or growing businesses.
Float is a valuable tool for clients in development or pre-revenue stages who need to closely monitor cash burn. It provides clear, real-time visibility into future cash positions to support better decision-making.
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