Together we're helping businesses love their financial story

Financials are the language of businesses and they are the basis for your financial story.  When you can understand that language, that is when you can truly understand your financial story so you can improve and grow. 

Tania is a virtual voice assistant that integrates to Xero and partners with Accountants and Business Advisors, so you can focus on advisory services that will help your client’s improve and grow.  Tania is available to your client’s 24/7 and narrates their financial story through simple and effective conversations via their Alexa device.  Tania updates your client’s on their financial cashflow, performance and position while highlighting hotspots and areas they need to focus on.  

Together, we can help you and your clients save time and focus on problem solving and improving how your client’s financial story plays out in the short and long term.

See Tania in Action

The use of AI technology WILL create a world where roles will change and people will move from manual based tasks to higher level, problem solving activities.

Tania increases efficiency and capacity of Accountants and Business Advisors so they can step into and deliver more value-add based services.

While at the same time, enabling Business Owners and Managers to increase their capability so they can be up to date with their financials regardless of their financial knowledge.

 Why connect Tania to Xero?

Benefits of Tania for  Accountants and Business Advisors

Save time by reducing some of your repetitive tasks
Increase time available for value add activities
Eliminate errors due to Tania automating analysis and calculations
Empower your clients with Tania’s self service features

Benefits of Tania for Business Owners and Managers

Analysis and interpretation of your business health without having to review financial numbers or reports
Personalised updates tailored to your level of financial expertise
24/7 access to Tania as many times as you need
Financial knowledge upskilling using Tania’s specialised tutorials

 About Xero

Xero is world-leading online accounting software built for small business.

  • Get a real-time view of your cashflow. Log in anytime, anywhere on your Mac, PC, tablet of phone to get a real-time view of your cash flow. It’s small business accounting software that’s simple, smart and occasionally magical.
  • Run your business on the go. Use our mobile app to reconcile, send invoices, or create expense claims – from anywhere.
  • Get paid faster with online invoicing. Send online invoices to your customers – and get updated when they’re opened.
  • Reconcile in seconds. Xero imports and categorises your latest bank transactions. Just click ok to reconcile.

Find out more or try Xero Accounting Software for free.

Countdown to Tania Go-Live

Day(s)

:

Hour(s)

:

Minute(s)

:

Second(s)

Your client’s businesses may be struggling due to Covid 19 restrictions, and financial information they previously required only once a month, is something that they now need daily. 

In these difficult times understanding an organisation’s cash position is key, so to help you and your client’s, we will be releasing our Tania Cashflow feature absolutely FREE.  Tania will be available to you and your client’s at any time, to let you know what the cash position is, and what it is likely to be at the end of the month. With that knowledge you can work with your client’s to develop an action plan. 

 Why Does Tania Exist?

People are data rich and information poor.

In our experience, people have a number of reasons as to why they don’t use their financial data or reports.

“I’m not good with numbers”
“I don’t have time to read those reports”
“They don’t really tell me anything useful”
“They’re just for the accountant to work out my taxes”
“As long as I have money in the bank, that’s all I need to know”
“I don’t need to read those reports to know how I’m doing”

What this tells us, is that many people don’t fully understand what their financial information can reveal. Tania exists because we want your client’s to understand their financial information and maybe one day learn to love them so they know where they need to focus their time and energy.  As Accountants and Business Advisors, you can then spend more time on advising them of their next best move rather than trying to update them and then finally getting to work on those areas where they need you the most.