We’re on a mission to make YOUR business growth inevitable
Zigaflow is a business management software designed to help businesses, in almost any industry operate much more effectively and give them the ability to make a gear change.
Many businesses reach a point in their growth where they find they are using too many apps and/or spreadsheets to manage their business – often because you add in new apps or spreadsheets as your business evolves.
Everything from CRM, sales leads, quoting, order management, inventory and much more is managed in Zigaflow giving you a real “true north” in managing your entire business.
How your business can benefit
Clarity Detailed real-time insights into every area of your business operations enables you to make informed decisions with confidence.
Efficiency Streamlined processes, combined with powerful automation capabilities gives you more time to focus on work which generates money – rather than costing you money.
Scalability With systemised processes and total transparency your business is equipped to expand quickly and sustainably while maintaining your quality of service.
For Accountants We work with a growing number of forward-thinking accountants to help transform their customers businesses, so feel free to get in touch with us and we can share how we can help your customers too.
Zigaflow + Xero
We have built a powerful integration with Xero which allows your business to operate fluidly, and efficiently. We want to avoid people needing to jump in and out of systems and shorten your cycle of quote-to-cash as much as possible.
Sales Invoicing Zigaflow handles all your processes around creating sales invoices, and thanks to our automation capabilities, most customers never do any invoicing manually.
You can tailor automations to accommodate almost any payment structure or situation.
There is an option to create invoices manually at the click of a button, however very few customers do this as it is just an admin task taking up time.
Invoices can be created from delivery notes, or sales orders / jobs.
We can handle part invoicing, proformas and the system keeps track of and reports on un-invoiced orders / jobs, amongst lots of other detailed reports.
The entire details of a sales invoice – customer information, line-item details, account codes, tax codes and even Xero tracking categories can be automatically pushed from Zigaflow into Xero based on your choice of trigger.
Payments are then processed within your Xero account, and when a sales invoice is fully paid in Xero, the corresponding invoice in your Zigaflow account is moved into the “paid” status.
This can then move sales orders or jobs into the next stage of the process automatically.
Credit Notes Credit notes can be created in Zigaflow against a sales invoice. Once again all of the relevant detail is pushed into your Xero account.
Xero Contacts If a sales invoice is created in Zigaflow for a new customer, the details of that customer are passed across with the sales invoice and create the new contact in Xero automatically.
Purchase orders related to sales are created in Zigaflow and again all detail can be passed across and into Xero down to line item and tracking category detail.
Step 1: Connect your Xero account to Zigaflow
N.B. This step creates a "digital handshake" between the two systems - no data is passed either way at this stage
- Log in to your Zigaflow account here
- Click on the Cog Icon
- Integration Settings
- Follow the on-screen prompts
Step 2: Import your Tax Codes and Account Codes
N.B. This step allows you to replicate the Tax Code and Account code structure from your Xero account in Zigaflow
- Log in to your Zigaflow account here
- Click on Configure
- Select "Tax Codes" or "Account Codes" from the left-hand menu
- Click on the "Import Tax Codes" or "Import Account Codes" buttons
- Select the Tax Codes or Account Codes you wish to import