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Xero Case Study – Bizally


Bizally small business advisors and accountants engage Waypoint for client Xero Add-on migration.

  • Name of company: Bizally
  • Your name: Ben Stokes
  • Position: Director

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The Company
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Based in Melbourne, Bizally are small business advisors and accountants, offering a range of business services and advice including accounting, taxation, self managed super funds and Xero accounting software.

Bizally’s mission is to improve small business profitability and cash flow for clients across a range of industries with the use of the latest cloud-based technology.

The Problem

When a client required assistance with cloud migration to a Xero Add-on, Bizally found themselves looking for a skilled partner to help with the implementation.

“We didn’t consider performing the service in-house,” says Bizally’s director Ben Stokes.

“If it’s just a simple Xero migration we do it ourselves, but if the client needs a Xero Add-on such as WorkFlow Max or DEAR Inventory, we prefer to find specialist help.”

The Solution

Bizally engaged cloud integration experts Waypoint to implement the software migration. Xero partners, the cloud specialists at Waypoint work with simPRO software, Vend POS, WorkFlow Max, Xero, DEAR Inventory and more.

Prior to the Xero Add-on migration and setup, Waypoint ran a full workflow analysis to ensure the solution was the right fit for Bizally’s client. Providing support for the implementation every step of the way, the cloud specialists provided setup and training, backed by complete handover documentation.

“The small cost of engaging a cloud specialist like Waypoint more than pays for itself with the speed at which the software is up and running for the client.”

The Outcome

Following the success of the migration, Bizally are keen to partner with the Waypoint in future.

With approximately 30% of clients using Xero, Bizally has seen a huge increase in user adoption over the past two years.

“We have 60 clients using Xero, and that figure is growing fast,” explains Ben. “Xero is the only software we recommend now.”

And with Waypoint on board, Ben says he is confident to speak to clients about the best way to utilise some of the new cloud-based small business software tools on the market, including job flow management, inventory management and CRM.

“I have a partner I can rely on to implement what the client needs,” Ben says.

More Information

You can find a PDF copy of this Xero case study to download or reference here

Accountants, bookkeepers and small business owners choose Waypoint for seamless migration into the cloud with Xero add ons.

Whatever your current business management or accounting methods, our cloud integration experts manage every aspect of the process from setup to installation.

We tailor solutions to meet the needs of every client to minimise your administrative overheads and ensure your success, even in the most challenging situations.

Visit www.wearewaypoint.com or email hello@wearewaypoint.com to unlock the full potential of your business with the best of today’s cloud technologies.