Multi-Company
Purchasing

Manage & switch between different company accounts

You can create and manage multiple business accounts with one set of login credentials.

Multi-company is an optional add-on.

Split Accounting

Some groups require separate regional accounting files and reports for regulatory purposes.

Individual Branding

Brand your Purchase Orders with corporate brand colours that represent your business well.

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Latest news & resources for CFOs

Merushka Chetty

Wendy Laxton – Fund Accounting Explained: Why Grant Money Gets Spent Wrong

In this episode, James Kennedy sits down with Wendy Laxton, founder of Laxton CFO Services, to unpack the “modern” version of fund accounting – how nonprofits manage restricted vs. unrestricted funds, align grant requirements with real-world operations, and avoid credibility-killing misallocations. Wendy shares how the 2008 recession unexpectedly led her into fractional CFO work, why niching down to nonprofits was a defining move, and what she’s learned from guiding organizations through system complexity – from overbuilt ERPs to intentionally “resetting” in QuickBooks and rebuilding structure over time.

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Merushka Chetty

Kerry Peters – Microsoft MVP Exposes the #1 ERP Mistake Companies Make

In this episode, James Kennedy sits down with Kerry Peters, Microsoft MVP and Co-Founder of New View Strategies, to unpack why so many ERP implementations fail – and how businesses can finally get the financial clarity, process efficiency, and operational visibility they were promised.

Kerry shares how her unique blend of corporate controller experience, ERP expertise, and a passion for business process has helped hundreds of companies turn struggling implementations into scalable, high-performing systems. From a publishing company with 21,000 general ledger accounts to organizations stuck in endless month-end closes, Kerry explains the root causes, the fixes, and how to prevent the pain in the first place.

She also reveals how she unintentionally built a thriving fractional CFO practice – simply by helping companies bridge the gap between software, people, and process.

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Merushka Chetty

Shane Bender – Agency Finances Are BROKEN – 3 Blind Spots Killing Your Profits

In this episode, James Kennedy sits down with fractional CFO Shane Bender, founder of Bender CFO Services, to dig into the financial realities of running a marketing or digital agency. Using his love of weather models as a metaphor for forecasting, Shane explains why most agency owners are flying blind on margins, cash flow, and growth targets – and how better data, simple models, and discipline can turn chaos into clarity. From client-level profitability to weekly cash planning and “smarter” goals, this conversation is a practical roadmap for agencies that want to grow without blowing up their finances.

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