
How I
Stacked It
Eddie Lee
Introducing Cloudfox
Cloudfox provides outsourced bookkeeping and system support for property companies. Cloudfox bookkeeping is a property management accounting service that’s fast, accurate and fixed fee. They provide all the back-of-house services you need to run your business successfully, from bank reconciliation to general ledger, payroll & supplier payments.
As Director, Eddie Lee ensures property management clients have the financial clarity and system efficiency they need to operate and scale. This involves reviewing financial transactions, completing bank reconciliations, processing supplier payments, and ensuring general ledger entries are accurate.
.png)
HubSpot for CRM
We use HubSpot to set up lead generation, CRM, and manage the lead-to-lease process for our property management clients. It integrates seamlessly with their websites and booking engines, ensuring smooth lead-to-lease workflows.
.png)
Mayday for Intercompany
We use Mayday to manage intercompany transactions for our clients with multiple Xero entities. It ensures that head office costs are accurately reallocated, making multi-entity reconciliations seamless and reducing manual effort.
.png)
Concurrent for Property Management
Concurrent is a property management system that helps our clients manage listings, bookings, and payments in a single platform. We’ve built a custom integration to sync booking data from Concurrent into HubSpot, giving our clients complete visibility over their tenant pipeline.
.png)
Xero for Core Accounting
Xero has been our go-to accounting software for the past 10 years for its flexibility, ease of use, and powerful API ecosystem.
.png)
ApprovalMax for PO & Approvals
We implement ApprovalMax to streamline purchase orders and invoice approval workflows, including the ability to do OCR scanning so site teams can approve on the go, without needing direct access to Xero.
.png)
Syft for Consolidation
We use Syft Analytics to consolidate financial data from different Xero files. This provides a clear, real-time view of their overall financial position.
.png)
Backupmybooks for External Backups
We use BackupMyBooks to provide an external backup and audit trail, ensuring compliance and data security for auditing and historical tracking.
.png)
Make for Automation
Make acts as the glue for automating processes such as updating HubSpot and performing bulk updates in Xero. We also use it for integrations and workflow automation across different platforms.
.png)
.png)
.png)
.png)
.png)
.png)
.png)
.png)
Subscribe to our free weekly newsletter
Get our free weekly newsletter with expert tips and personalized recommendations to find the ideal advisor for your needs.


.png)
.png)

.png)
