How I Stacked It

Every finance stack tells a story. How I Stacked It looks inside the tools, workflows and decisions real finance leaders use to build better, more scalable finance teams.

Sunny Halai

Finance Director at Prideview Group

Sunny Halai

Prideview Group is a property investment and asset management business specialising in commercial real estate. The finance team has built a best-of-breed tech stack spanning core finance, property management, reporting, HR and automation, with specialist tools connected around Xero.

Our finance function is deliberately lean. I lead it as Finance Director, with one accountant reporting to me. Between us we look after the finances for the group spanning property investment, agency, construction and asset management a workload that would normally demand a much larger team. The tech stack is what makes that possible. Xero and Mayday take the pain out of multi-entity bookkeeping and intercompany reconciliation, Dext removes the manual data entry from accounts payable, and Joiin turns what used to be a laborious consolidation exercise into a group MI pack we can produce quickly and consistently. Re-Leased keeps the property side of the numbers aligned with the accounts, while Monday.com, Zapier and Plaud quietly remove the admin around the edges.

The practical result is that my accountant spends far less time on processing and far more on review and analysis, and I spend less time chasing numbers and more time on the deals, funding and strategy conversations where I actually add value.

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Xero is the core financial system, providing the foundation for Prideview Group's day-to-day accounting and finance operations.

Visit Xero

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Mayday supports the group's multi-entity finance processes, including intercompany reconciliation, chart of accounts management and tracking categories management.

Visit Mayday

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Dext supports the accounts payable process, helping the finance team capture, process and manage supplier invoices and financial documents.

Visit Dext

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Monday.com is used for task management, helping the team organise workflows, track responsibilities and keep work moving across the business.

Visit Monday.com

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Re-Leased manages Prideview Group's commercial property tenancies, providing a dedicated system for managing the operational and financial information associated with its property portfolio.

Visit Re-Leased

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Breathe HR supports the group's HR processes and employee management.

Visit Breathe

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Paycircle is used for payroll, supporting the team's payroll processing requirements.

Visit Paycircle

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Zapier helps connect systems and automate workflows across the tech stack, reducing manual handoffs between tools.

Visit Zapier

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Claude is used for AI-assisted modelling, giving the finance team another tool for working through financial models and analysis.

Visit Claude

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Plaud is used as an AI meeting note-taker, capturing and summarising conversations so key information and actions can be recorded without manual note-taking.

Visit Plaud

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Prideview Group uses a bespoke CRM to manage its business-specific customer and relationship management requirements.

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