Xero award winners roundtable
Recently, we were invited to participate in a Xero Award Winners roundtable by Add-On Success. The roundtable included other Xero Add-On winners: Receipt Bank, Float, Crowe Horwath, CFM Bookkeeping, Twomeys, 5Ways Group, and Wealth Enhancers. The discussion was a refreshing, free-flowing chat, and a rare opportunity to hear not only from Add-On partners, but also from professional firms using Xero.
We'll let you come up with your own takeaways, but for us the overriding theme was "just do it." In the case of the Add-Ons, your product will never be 100% finished. Nor will ever be perfect. Instead of waiting for the perfect opportunity or for your product to catch up to the market, just get it out there and iterate based on client feedback.
Surprisingly, the accounting and bookkeeping firms had similar advice for businesses thinking about moving into the cloud. They indicated that the automation gained from using Xero and the Add-Ons far outweighed the cost of remaining offline - even throughout a transition period. This is something we explain to prospective Sharesight's professional plan clients all the time. Changing to a new process can be difficult, but try to measure the automation gained from an application like Sharesight versus the old, offline method in terms of billable hours wasted.

Top trades by Australian Sharesight users — March 2025
Welcome to the March 2025 edition of Sharesight’s trading snapshot for Australian investors, where we look at the top 20 trades by Australian Sharesight users.

Top 50 finance and investing blogs in 2025
Check out this list created by the Sharesight team, covering the 50 best personal finance and investment blogs from around the world.

Why property investors should use purpose-built software
We explore why property investors need a dedicated platform, and how connecting TaxTank and Sharesight can streamline portfolio management and tax reporting.