Financial management through Educli

In the early days of running our business, financial management was one of our biggest challenges. We were using Excel sheets to track client payments and outstanding balances. From there, everything had to be manually transferred into MYOB, and later into Xero.

It sounds simple, until you’re spending nights and weekends checking, double-checking, and fixing errors. Next, we faced challenges with financial reporting, such as balancing GST with no GST, reconciling accounts, and ensuring no details were overlooked.

That’s when we decided to build Educli; not just another CRM, but a complete financial workflow tool designed for education and migration businesses like ours. 

For each new client, we simply create their payment plan in Educli. Installments sync directly to Xero (or any other accounting system), along with all client and invoice details. When payments are made, we apply them in Educli with one click, and everything is reflected in real time, including cash flow, client balances, and management accounts.

Once the case is finalised, we send a final invoice, usually with a zero balance, automatically to the client, and the file is closed.

No more late nights. No more double data entry. Just streamlined, automated financial management.

And now, we can finally focus on what matters: helping our clients.

If you’re facing the same issues we once did, Excel chaos, late nights, and financial uncertainty, reach out. We’ve been there, and we’d be happy to help.

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