Saturday 25th March 2023 | No. 51
XU Biweekly
The independent user news source for accounting apps and their ecosystems
BlueRock to acquire WorkflowMax brand Xero to retire WorkflowMax product; BlueRock plans to offer new WorkflowMax solution
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ERO, THE GLOBAL SMALL BUSINESS PLATFORM, HAS TODAY ANNOUNCED IT WILL RETIRE PROJECT MANAGEMENT SOFTWARE WORKFLOWMAX AND HAS SIGNED AN AGREEMENT WITH TECH-LED BUSINESS ADVISORY FIRM, BLUEROCK, TO ACQUIRE THE WORKFLOWMAX BRAND. BLUEROCK HAS COMMENCED PLANS TO OFFER A NEW WORKFLOWMAX PRODUCT, WORKFLOWMAX BY BLUEROCK, WITH SIMILAR FUNCTIONALITY. Kirsty Godfrey-Billy, Chief Financial Officer, Xero said: “The decision to retire WorkflowMax allows us to continue to focus our efforts in key strategic areas that we believe will deliver the best value for all our stakeholders
in the short and long term.” The WorkflowMax technology has also been used by Xero to build Xero Practice Manager which continues to be a focus and is an important part of its practice strategy specifically for accountants and bookkeepers. Xero will retire the current WorkflowMax product in June 2024 and BlueRock plans to have WorkflowMax by BlueRock available to customers in early 2024 - which customers could choose to migrate to. Once released, WorkflowMax by BlueRock will be available directly from BlueRock or through the Xero App Store, where other alternate job and project management solutions are also available.
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CITRUS HR JOINS THE ALCUMUS FAMILY By Rachel Mudd
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E ARE DELIGHTED TO SHARE THE NEWS THAT ALCUMUS HAVE ACQUIRED CITRUS HR. ALCUMUS ARE A FAST GROWING, SUCCESSFUL COMPANY FOCUSSED ON CREATING SAFER AND MORE SUSTAINABLE WORKPLACES TO CREATE A BETTER WORKING WORLD. Alcumus operate SafeContractor, the UK’s leading Supplier Certification business, as well as an ISO certification company and a Health & Safety and HR consultancy. Headquartered
in Cardiff, Alcumus employ over 600 people. The acquisition is a strategic move, adding specialist HR expertise to Alcumus’ existing Health and Safety and HR Services, SafeWorkforce, and expanding the Alcumus portfolio further. The citrus HR team, led by David Lester, will join Alcumus while continuing to operate independently with the support of the larger group. David Lester, CEO and Founder of citrus HR: “Our 40 strong team are excited to be joining the Alcumus family and continuing our
successful journey. Our two companies’ vision, values and approach to helping customers are remarkably similar. With its established global brand and strong track record of supporting businesses to grow and develop, this is a great opportunity for us to work alongside an expert team and provide clients with wider compliance and risk management solutions.” Alyn Franklin, CEO at Alcumus: “We’re delighted to welcome citrus HR to the Alcumus family, which fits perfectly into our well-established portfolio of solu-
tions. This acquisition will help further accelerate our growth ambitions and add value to our UK customer base where our expertise is highly relevant.” At citrus HR our vision is to help small companies manage their people more easily. Joining the Alcumus family will help us to help more companies in even more ways, particularly Health & Safety. We looking forward to starting to work with our new colleagues on more and better ways to help our...
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Karbon and SuiteFiles: Software greats integrate to become greater Professional services firms now experiencing Karbon data flowing into SuiteFiles By Tyler Cruse
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ARBON AND SUITEFILES ARE STANDALONE B2B SAAS BUSINESSES THAT ARE COMING TOGETHER ON MARCH 22, 2023 VIA THEIR BRAND-NEW INTEGRATION, WHICH WILL BRING KARBON CONTACT AND ORGANISATION DATA INTO SUITEFILES. “Firms today want a single interface that reduces clicks and does what they expect it to do,” said Jared
Saturday 25th March 2023
Baker, Managing Director APAC, Karbon. “This integration allows firms to use their contacts and organization data from a single source of truth, and auto-populate into SuiteFiles.” SuiteFiles CEO Andrew Sims shares, “This integration is of immediate benefit to our customers and also holds future promise for our growth. We’re proud of our 99.6% customer renewal rate which we’ve achieved by combining our intuitive
platform with time-saving integrations. In particular, this integration enables existing shared customers of Karbon and SuiteFiles to be even more productive by combining their Karbon data with SuiteFiles’ features. It also appeals to future SuiteFiles customers who are looking to add additional document management capabilities to their existing Karbon subscription or enhance their tech stack by adding both Karbon and
SuiteFiles at once.” As of March 22, 2023, the Karbon and SuiteFiles integration will bring firms’ Karbon contact and organization data into SuiteFiles. From there, they can use their Karbon data in SuiteFiles templates, client portal, and document signing. For example, when a firm onboards a new client, they will create that organization and the contacts under it in...
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