At Campbell Dallas we are proud to be platinum partners of the leading cloud software solution providers in the UK. Wherever you need it, we have integrated software solutions which make your internal processes smooth, efficient and secure – from expense capture, cloud accounting and cashflow management.

What are the features of our software solutions?

Expand the tabs below to find out more about the features of our suite of cloud software solutions.

Xero

Xero is a leading online accounts software that provides a full online accounts and book-keeping service, with secure cloud storage. We’re a Xero Platinum Partner.
• Integrate Xero with your bank account to get visibility of your cash-flow; immediate and upcoming, as your latest bank, credit card and online transactions are imported. Daily feeds enable you to quickly reconcile your bank account and check your daily cash balance.
• Xero evolves every month with free improvements being deployed behind the scenes. With Xero there is only one version for everyone to use; the latest version. All enhancements & upgrades are fully automated. You’ll never need to manually upgrade again.
• You can access your accounts, check balances, upload receipts and invoice customers from your smartphone or tablet using Xero’s iPhone or android app.
• Xero allows both you and us to view and share the same information simultaneously in real-time; no more sending large files back and forth. Through collaborative working we can help ensure that you are able to access and understand your financial information to make informed business decisions.
• As your business grows so do your needs. Xero is fully scalable to demand.
• Storing your data on the cloud means automatic back-ups and secure business data. Xero invest in industry-leading infrastructure and constantly strive to ensure your data is always secure.

Sage

We have undertaken a national training drive allowing all of our offices to train and adopt Sage Cloud in the office giving us the ability to meet our clients’ needs more effectively in digital accounting. We also support our clients whom wish to remain on desktop systems with upgrades, cover and soon to be released MTD tool from Sage.

Sage have solutions for businesses of any size, complexity and industry. Using one of their core products a tailored solution can be created by adding other Sage business cloud products or products from their marketplace.

The project of certification included each office adopting the technology internally which allowed our experts to sharpen their skills in Sage Cloud and allow us to effectively advise and support our clients.

This compliments the extensive knowledge our experts already have from years of practice with Sage 50 and Sage Payroll and allows us to guide our clients into the digital era. We have a commitment from Sage which will allow our Sage 50 Desktop clients to adopt an MTD module on subscription to remain MTD compliant. This is included at no charge for our clients who are on cover purchased from Campbell Dallas in the months before May 2018, until their Cover needs to be renewed.

By choosing to certify all our accounting staff we are able to give our clients best of local business knowledge and adopt a service which is cloud based but still local to our clients. This allows us to service our client’s advisory needs with our relationships and local business experience. We’re a Sage Platinum Partner.

QuickBooks

We have undertaken a national training drive allowing all our offices to train and adopt QuickBooks which gives us the ability to meet our clients’ needs more effectively in digital accounting. QuickBooks are a cloud based solution provider mainly geared towards small and medium businesses. We’re a QuickBooks Platinum Partner.

The project of certification included each office adopting the technology internally which allowed our experts to sharpen their skills in QuickBooks and allow us to effectively advise and support our clients.

This compliments the extensive knowledge our experts already have from years of practice and allows us to guide our clients into the digital era.
By choosing to certify all our accounting staff we are able to give our clients best of local business knowledge and adopt a service which is cloud based but still local to our clients. This allows us to service our client’s advisory needs with our relationships and local business experience.

Fluidly

We have recently partnered with Fluidly who have an Intelligent Cashflow engine for small businesses and their advisors. It combines human and machine intelligence to provide control, certainty and confidence around cash flow. Fluidly seamlessly integrates with cloud accounting software packages to forecast cash flow, then set about improving it – starting with getting businesses paid faster and more reliably with professional credit control.

Fluidly plugs into cloud accounting software packages and combines financial data with artificial intelligence techniques to provide a powerful, up-to-date forecast of clients’ likely future cash position, as well as automated credit control. Fluidly provides the ability to set up tailored cash collection reminders via email and call scheduling to improve working capital. It also provides a real-time prediction that allows businesses to see their future bank balances and upcoming cash movements for any day, week and month.

Clients will benefit from getting paid more quickly and easily, and will have confidence about their future cash flow. Artificial Intelligence picks out good and bad payers so businesses can customise their approach and prioritise effectively. Fluidly constantly monitors each client for risks and opportunities, and this complements the detailed knowledge our experts know about their clients.

Fluidly is developing the same integration for Sage 50 desktop and Sage 50C which means our clients can benefit from the tools offered by Campbell Dallas for credit control and cash flow forecasting.

“Not only do Campbell Dallas have a crystal clear vision for their business advisory services, but they are rapidly making this into reality. With intelligent use of digital tools, Campbell Dallas are providing a superior service to their clients and we’re thrilled to be working with them.” Caroline Plumb, Founder & CEO, Fluidly

Chaser

We have partnered with Chaser to give you a solution to improve your credit control and improving the cash flow in your business. With Chaser you can transform one minute’s worth of work on credit control into what would previously have been the outputs of an hour. Chaser also provides you with the insights you need to better decide which customers to grant credit to and how best to chase up customers to pay their invoices.

Begin the process of transforming your credit control by connecting Chaser with your accounting system. Once connected, save time and boost your cash flow using Chaser’s innovative features. On average you can save 7.3 hours per week on credit control - freeing up your time to focus on your business.

Receipt Bank

We have teamed up with Receipt Bank to provide you with a time saving way to capture receipt data. Founded in 2010, Receipt Bank integrates seamlessly with the leading cloud accounting software, so you can build an end-to-end solution to suit your needs. This will help save you time and money with less manual entry time. Receipt Bank provides easy automation for collecting, processing and publishing receipts and invoices.

The Receipt Bank app provides a simple one tap solution that captures the data from the receipt which you then review. Once reviewed this can be published to your cloud software.

We can offer our clients the Receipt Bank app at no additional cost.

Easily compare our Making Tax Digital Solutions here

Could your business use some help with Cloud Software Solutions?

Over the years we have helped some of Scotland’s largest companies to manage their finances and save millions.