At Bakr&Co., we understand how challenging billing and invoice tracking can be, especially for businesses handling large volumes of transactions. Our team, led by Adil, has helped numerous clients simplify and strengthen their financial operations using control accounts in Xero.

Thanks to Adil’s expertise, we’ve implemented efficient systems that ensure accurate reconciliation, transparent reporting, and consistent cash flow visibility. Here’s a closer look at how we achieved it.

Tackling Billing Complexities with Xero Control Accounts

Managing a high volume of bills and invoices can quickly become overwhelming. One of our clients faced this exact challenge—until we introduced a structured control account system within Xero.

By creating a dedicated control account for payables and receivables, we were able to centralise all transactions. This not only simplified the reconciliation process but also made it much easier to detect discrepancies early and keep financial records clean and up to date.

Using Xero’s automated features, we scheduled weekly reconciliations that matched the control account with the client’s live bank feed, giving them a real-time view of their financial status. This approach led to greater accuracy and better cash flow monitoring.

Integrating Invoice Financing and E-Commerce Platforms

To enhance financial flexibility and streamline invoicing even further, we worked with platforms that integrated smoothly with Xero, including:

1. Sonovate

For contractor-heavy businesses, Sonovate offers a practical invoice financing solution. By integrating Sonovate with Xero, our client was able to access funds against invoices quickly—eliminating delays in payment and boosting working capital. The system auto-synced transactions into Xero for seamless record-keeping.

2. Shopify

As the client’s online store expanded, we integrated Shopify to automate invoicing for e-commerce sales. Every transaction, payment, and invoice synced directly into Xero—reducing manual data entry and ensuring that sales were accurately tracked in the control account.

3. ClearPay

To offer flexible customer payment options, we connected ClearPay, a “buy now, pay later” provider. ClearPay advanced funds upfront while customers paid in installments. All transactions automatically updated within Xero, keeping the control account current and cash flow predictable.

Key Benefits Achieved

By implementing this solution, we delivered real, measurable improvements in the client’s accounting process:

• ✅ Improved Accuracy – Weekly reconciliations and integrated systems reduced errors and provided an up-to-date financial snapshot.

• ???? Simplified Reporting – All transactions were consolidated in Xero, making it easier to generate clear, stakeholder-ready reports.

• ???? Better Cash Flow – With tools like Sonovate and ClearPay, our client experienced fewer delays and more financial confidence.

The Final Result: Financial Clarity & Confidence

With control accounts and smart integrations in place, our client’s accounts became more manageable, transparent, and presentation-ready. Weekly reconciliations and real-time tracking empowered them to make informed decisions and plan for future growth with confidence.

Let Bakr&Co. Streamline Your Finances

Whether you’re looking to gain control over your invoicing or want to improve your cash flow management, Bakr&Co. is here to help. From bookkeeping to full-scale financial systems implementation, we’ll tailor a solution that works for your business.

???? Get in touch today to discover how we can bring clarity to your numbers—so you can focus on growing your business.