Safe2, the company that manages its cash flow smoothly

Safe2 is an online solution for property safety certificates for landlords and letting agents. They are located in Portsmouth but operate all across the UK. For years they relied on Excel to manage their cash flow, getting extracts from Xero and their Starling account but they would never get accurate data.

Find out how manages its cash flow with complete peace of mind and thus controls the growth of its company.

Overcoming difficulties in budgeting

James Kent managing director of Safe2 is evolving in a market with very tight margin and had troubles anticipating the future and budgeting for his company.

 "We used to organize the team based on inaccurate data.Inaccurate KPIs and it never used to end well."

Now that he uses Agicap he has all the information on his dashboard. The data is accurate and updated in real time so he knows exactly what is on his bank account.

"The major issue that Agicap helped us to fix was knowing what we can spend the following month."

Mastering our cash flow with Agicap gives us a competitive edge because not only can we accurately decide on what marketing to go for, we can stay on track with all our KPIs,

Integrating all his daily tools: Xero, Starling, Excel

Every company uses different tools to monitor its performance and the results can be analyzed separately but it is a different kettle of fish to consolidate all the data.

"We used to use Excel spreadsheet. We used to import the information manually through Xero and Starling bank tried to match them up into the Excel, but then I would always have three different outcomes." James is now saving several hours a week and his more serene about his business management. "But now that we have Agicap, where the integration is seamless between everything, it shows exactly what we get spent, so nothing gets missed."

To manage your cash flow with complete peace of mind, try the Agicap cash flow software free of charge and without obligation.