Team Kubed Solutions

A strategic move towards smarter accounting with Xero

Duplicate bank feeds and authorisation errors replaced by a clean Xero ledger with bank rules, automated journals and dashboards.

1 source of truth for the books, after migration to Xero
Client
Team Kubed Solutions
Trading company, United Kingdom
Industry
Trading
Country
UK
Services
MIS, Analytics & Automation, Accounting & Compliance

Background

Team Kubed Solutions is a UK trading business whose accounting had grown around its old software rather than its needs.

The noise

Duplicate bank feeds, authorisation errors and limited ledger matching made month-end slow and reporting unreliable. The audit trail could not be trusted.

The order

We migrated the books to Xero, configured bank rules to classify feeds automatically, set up automated journals for recurring entries and built dashboards on the cleaned data. Reporting is now accurate and timely, with cost and time savings and a complete audit trail.

Results

What changed

0 duplicate bank feeds after migration
Monthly accurate, timely management reporting
Full audit trail on every transaction

Next step

Similar engagement?

Book a consultation and we will tell you honestly whether we can repeat this for you.

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