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UKUse the best tools to manage your finances and grow your financial services business.
Many financial services organisations share the familiar challenge of accessing consolidated group-level reports to aid multi-entity accounting.
With powerful multi-dimensional reporting tools, Xledger provides enhanced insight to analyse and drive multi-entity profitability, enabling your business to transform and scale. Our consolidated reporting and configurable business intelligence (BI) dashboards give you better visibility at a group level to improve cash flow and business insights.
We offer advanced native functionalities for project accounting, workflow, billing and invoicing, along with flexible integrations for common external applications.
Reduce human error and eliminate manual tasks with smart automation tools like purchase-to-pay workflows and advanced OCR technology.
Benefit from our ever-growing, true-cloud product. All our customers are always on the newest and best version of Xledger. Receive automatic upgrades with no extra cost.
Easily manage and consolidate data across multiple entities. Our solution simplifies group reporting, giving you a unified, real-time view of your business performance.
Our ERP software enables you to view your projects in real time for a 360-degree understanding of their profitability, with the ability to drill down and analyse the numbers at a transactional level. Get estimates for any project, at any stage, via our live self-serve dashboards configured to your requirements.
Xledger’s automated processes remove the need for day-to-day transactional and administrative tasks. Our automated, in-built OCR technology, integrated document management, machine learning, and in-system payment approvals speed up workflows, and create more time for planning and project management.
Xledger provides every customer with personalised support from onboarding through to Go-Live and beyond. We believe support is just as important as our software, and our accountancy-trained support consultants ensure seamless implementations and support, shown in our 97% customer satisfaction rate.
Why Xledger for the Financial Services sector?
Our Open API offers seamless integrations with a variety of wealth management systems, creating a single source of truth for a company’s financial data. Xledger helps financial services organisations increase cash flow, maximise profits, and grow without limits.
Xledger’s advanced multi-tenanted, true-cloud ERP for financial services empowers your organisation through automation, insight, and scalability. With a user-driven and consultative implementation process and no requirement for new IT infrastructure, you can grow your business without expanding your back office.
Have any questions on Xledger’s finance software?
Get in touch with one of our dedicated team.
The Climate Bonds Initiative (CBI) is a non-profit organisation that caters to investors and aims to mobilize the $100 trillion bond market in support of climate change solutions.
Automation does not remove humans from the process – it empowers them. To automate your finance department is to let the machines carry out the tedious and repetitive work.
In this two-part series, focusing on all sectors, our team of experts from Xledger explore the scoping and implementation of a new finance system, featuring Tim Wright (Operations Director), Zheng Zeng (Consulting & Support Manager), Ana Rodrigues (Project Manager), and Robb Webb (Senior Business Development Manager). Learn about their insights and experiences from working on finance transformation projects.
If you would like to know more about Xledger and speak to one of your product consultants, please complete the contact form. A member of our team will contact you within 24 hours to discuss your requirements, the functionalities of the system, and to answer any questions you may have.