These are the slides from the fourth session of the Xero App Advisory Series. This deck breaks down why payables are the most accessible entry point for advisors stepping into app advisory and how to approach the workflow with structure and confidence.
Included
The three functional layers of payables technology
How to assess a client’s current setup
Key discovery questions that surface real requirements
Industry examples that show when different tools fit
Practical guidance for helping clients choose the right pathway
A straightforward reference if you want to revisit the concepts or support internal training.
These are the slides from the fourth session of the Xero App Advisory Series. This deck breaks down why payables are the most accessible entry point for advisors stepping into app advisory and how to approach the workflow with structure and confidence.
Included
The three functional layers of payables technology
How to assess a client’s current setup
Key discovery questions that surface real requirements
Industry examples that show when different tools fit
Practical guidance for helping clients choose the right pathway
A straightforward reference if you want to revisit the concepts or support internal training.
