Panalitix

    Business Advisory Software for Accountants. Identify, market, sell & deliver realtime business advisory solutions; PANALITIX is powerful & easy to use.

    Over the last 10 years, Panalitix co-founders Colin Dunn and Rob Nixon have helped thousands of accountants improve their firm’s position across profit, capacity, and growth. Built on a foundation of coaching, content and technology, Panalitix is the ultimate membership community for accountants with access to a library of the best content, resources, courses, client monitoring, and marketing automation tools. With Panalitix, you can improve your firm, train your team and get more clients, anywhere, anytime.

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    Panalitix + Xero

    During the client set-up process, Panalitix syncs with your client’s Xero file and consolidates up to three years’ past data to create a business performance review. On each subsequent day, a sync is performed to update the client’s actual data. The information synced is line by line from the chart of accounts and is then summarized based on mapping criteria, which are built into the product and which the accountant can customize. If targets have been set for the client, the accountant can view actual versus target performance in a dashboard format at any time. A range of reports can then be created for the client, summarizing their position. Business improvement content is then enabled by the numbers – for example, if receivables are a problem, the client is presented with a video and some tips on how to improve receivables.

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    Made by
    Added in 2015

    Countries

    Australia, Global, New Zealand, United Kingdom, United States

    Languages

    English

    Support

    Setup walkthroughIntegration walkthrough

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