Blog

Xero award winners roundtable

by Doug Morris, CEO, Sharesight | Sep 16th 2014

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.

Sharesight Xero Award Winner - featured

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.

Case study performance and tax

Why Strawman’s founder uses Sharesight to track performance and tax

by Stephanie Stefanovic | Apr 2nd 2025

We spoke with Andrew Page, founder of Strawman.com, about how he uses Sharesight to track his portfolio and how it benefits investors.

Top 20 NZ trades mar25

Top trades by New Zealand Sharesight users — March 2025

by Stephanie Stefanovic | Apr 1st 2025

Welcome to Sharesight’s March 2025 trading snapshot for New Zealand, highlighting the top trades made by New Zealand Sharesight users.

Top 20 Global dashboard (excluding AUNZ markets) (3)

Top trades by global Sharesight users — March 2025

by Stephanie Stefanovic | Apr 1st 2025

Welcome to the March 2025 edition of Sharesight’s trading snapshot, where we review the top trades made by Sharesight users worldwide.