Adopting the right technology to scale

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Staff & Technology

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Let's Talk

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Online Accounting Software

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Payroll

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Payables / Payments

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POS

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Inventory Management

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Financial Projection

To grow, small businesses must make the most of their limited time. One of the easiest ways to do this is by using technology to reduce manual work and minimize errors. 

Many apps and software promise automation and time savings—but will they actually work for you? What are the drawbacks? Which ones are worth your time? 

At Reconcile, we’ve helped practical-minded small business owners integrate the right tools since 2009. If you're considering apps to scale and streamline operations, here are a few lessons we've learned: 

  1. There’s no silver bullet. No single app will solve every problem, despite what marketing claims. 
  2. It’s not just about the app—it’s about the process. Without a clear and agreed workflow, and commitment to follow it, automation and time savings will be limited.
  3. Clarify your needs first. Defining and prioritizing your requirements greatly improves the chances of implementing the right tools. Each customization creates complexity, so discerning your requirements is key.
  4. Adoption and training matter. Long-term success depends on how well your team embraces and learns the tools. 

Common areas where apps can help: 

  1. Online Accounting Software: The foundation of your finance operations—where all your financial data comes together. In Canada, QuickBooks Online and Xero are among the most popular choices.
  2. Payroll & time tracking: Software can help with compliance, confidentiality, and efficiency. Consider self-serve payroll options as a cost-effective alternative to managed services. 
  3. Payments: E-payments are faster and more secure than cheques. They save time and preserve internal controls. 
  4. Point of Sale (POS): A modern POS system does more than process transactions—it can track sales and integrate with your inventory data and your accounting software. 
  5. Inventory Management: As your business grows, tracking inventory and reorder points becomes critical. A good app can simplify this. 
  6. Financial Projections: Use customizable tools that leverage historical data to plan cash flow and growth. 
  7. HR, scheduling, appointment bookings, dispatching, to name a few.

We’ve supported leaders in construction, distribution, retail, healthcare, manufacturing, and non-profits in choosing, testing, and implementing tools that maximize their resources.  We can do the same for you.

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