Accounts payable and receivable - systemised

Implemented Dext and Paidnice to automate invoice data extraction and aged debtor follow-up. Removed the manual burden from AP and AR processing so the team could focus on running the business rather than chasing paperwork.

Management reporting built around how the business actually works

South Beach operates through a wholesaler distribution model, which creates a disconnect between Xero sales data ("sell in") and what is actually moving through to venues ("sell out"). Metric built a semi-automated, consolidated dataset using Airtable and Xero integration — capturing rate of sale, price and SKU performance at an account level, accessible across desktop, tablet and phone.

Variance reporting against budget

Supported budget builds and customised reporting to track not just financial variances but the operational drivers behind them — number of active accounts, average order size, average revenue per SKU. Monthly review meetings shifted from reviewing numbers to understanding what was driving them and what to do about it.

Excise tax - automated

Using the same Airtable dataset built for management reporting, automated the monthly calculation of litres of alcohol sold. This materially reduced the time required to complete excise tax lodgement at month end — turning a manual, error-prone process into a reliable, near-automated one.