Introducing Uptick

Uptick is an international B2B SaaS company with offices in Melbourne, London and Denver. They’re one of the leading job management software platforms for fire and security businesses that keep your buildings safe and secure.

Tom Benians combines his finance expertise and founder experience as a mercenary Finance Director, responsible for building and optimising the finance function.

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Xero for General Ledger

At the core of our financial operations lies Xero. Despite functioning as a multinational group, we’ve customised Xero to suit our needs by integrating connected apps and leveraging Superblocks to create a GSheets-linked data warehouse. Superblocks allows us to extract raw data from Xero across all entities into a centralised data warehouse, which also integrates HRIS and CRM data. This unified dataset streamlines our reporting and financial consolidation processes with efficiency.

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Google Sheets for Reporting

Google Sheets has been an integral part of my tech stack since 2015, replacing MS Excel for various workflows. Its advanced connectivity features, like live data exports from our data warehouse, make it a highly versatile and powerful tool for real-time reporting and analysis.

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Equals for Dashboards

Equals has proven to be a cost-effective dashboarding solution with robust integrations. It enables us to create comprehensive reports on critical business aspects, including financial data from Xero, customer billing, and HR information. A firm favourite—we are able to send dashboard updates automatically each week to key parties.

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Mayday for Intercompany

Mayday has transformed the way we manage intercompany processes in our multi-entity business. It automates intercompany loan account reconciliations, complex recharges, FX balancing, and monthly postings. When used to manage Xero tracking codes, Mayday significantly enhances our reporting and reduces the time required for month-end tasks.

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Fathom for Financial Statements

Fathom streamlines our consolidation process by automatically importing data from Xero to generate instant group-wide financial statements. It makes forecasting and budgeting effortless, saving us valuable time. Although it requires some upfront setup, the benefits are well worth it, offering excellent value for its cost.

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Airwallex for Expenses, Banking & FX

Airwallex has been a game-changer in our tech stack, simplifying banking, FX, expense management, and corporate card issuance. Its intuitive interface makes expense submission easy for staff, while low fees and competitive FX rates enhance cost efficiency. Setting up banking for new entities across different geographies is far quicker than with traditional banks. Additionally, the customisable approval flows enable us to establish efficient processes for expenses and payments.

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GoCardless for Billing

GoCardless has transformed our recurring billing process. Invoices are issued at the start of each month, with payments collected automatically via direct debit for UK and ANZ customers and via ACH for US customers. Its seamless integration with Xero and early alerts on failed payments help us maintain low accounts receivable. Moreover, its fees are significantly lower than alternatives like Stripe.

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HiBob for HRIS

HiBob allows us to manage a multi-entity, multinational group effortlessly, fostering strong connections across our UK, US, and ANZ teams. Its intuitive platform features extensive app integrations, including Pento, our UK payroll solution, which boosts efficiency across HR and payroll operations.

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Pento for UK Payroll

Switching UK payroll from an outsourced provider to the Pento platform addressed ongoing challenges like high fees and lack of flexibility. Pento offers similar costs to outsourcing but delivers enhanced automation, strong software integrations, and seamless synchronisation with HiBob. Though the setup required an initial time investment, monthly payroll now takes only 20 minutes.

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Rippling for US Payroll

As our US entity has rapidly grown, Rippling has streamlined HR and payroll operations. Once set up, it automates US payroll, including Xero integration, staff payments, medical insurance, 401(k), and compliance with city, state, and federal tax regulations. While the platform is more costly than our UK and ANZ solutions, its comprehensive features make it indispensable for managing our fast-scaling US operations.

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HelpScout for Finance Mailbox

Help Scout has revolutionised how we manage our finance mailbox by implementing a ticket-based system. It efficiently handles inquiries related to customer and supplier emails, invoices, HR, legal matters, and expenses. Tickets can be assigned to the appropriate team members, ensuring no request is missed. The tool provides exceptional value, saving time, and its upcoming AI features are set to further boost efficiency.

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