
How I
Stacked It
Craig Geiser
Introducing Whitmore
Whitmore is a commercial property investment and funds management group based in Adelaide, Australia. They acquire and manage commercial property assets and deploy investor capital through unlisted property funds, supported by an integrated property, asset and development management capability.
As Finance Manager, Craig Geiser leads financial operations across the group, spanning management reporting, forecasting and statutory compliance.
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Xero HQ for User Permissions
I’d like to give a special mention to Xero HQ. It has been highly valuable in our multi-entity environment - we manage close to 50 entities across the group. It enables centralised management of user access and permissions, chart of accounts consistency and reporting, which significantly reduces the admin involved in managing that many entities.
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Syft Analytics for Reporting
Syft’s multi-entity capability has been particularly valuable, especially where some entities are themselves consolidations. It allows us to view fund-level balances across complex structures in a single report, which wasn’t possible in some of the other tools I trialled. The forecasting functionality has been more limited - driver-based inputs and outputs sit separately, and the inability to reference rolling averages (only current, last month or last year) makes smoothing assumptions less simple.
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Mayday for Month-End Automation
Mayday has been particularly strong for tracking category allocations. We allocate by business line and can get very granular with minimal friction. It was easy to implement, and the customer support has been excellent.
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Employment Hero for HR & Payroll
We use Employment Hero for HR and payroll, but they operate as separate systems, which can create syncing issues between the two. It’s a comprehensive platform, but arguably more detailed than necessary for finance users who only interact with it once or twice a month.
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Hubdoc for Receipt Capture
We use Hubdoc primarily for receipt capture, and it works well in allowing staff to upload receipts and include notes on the nature of the purchase. Clearer retention of sender details would strengthen the audit trail and make follow-ups easier when the purpose of an expense isn’t obvious.
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Cirrus8 for Property Management
Cirrus8 works well as a holistic commercial property and facilities management platform, particularly around lease administration, recoveries and handling items like prepayments, deferrals and accruals. Practice-level reporting could be stronger, particularly around visibility of managements gained and lost and rent roll movement over defined periods.
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