Roveel’s September Update: Sharper Insights, New Partnerships & Smarter Reporting
By Roveel | Any Report You Want
At Roveel, we believe every month brings a chance to deepen insights, simplify workflows, and expand what’s possible. In September, we’re excited to launch enhancements for Sage and Xero users, deepen our partner ecosystem, and strengthen our support for charities.
NEW: Credit-Control Enhancements & Payment Tracking (Xero)
We’ve upgraded our Credit Control module for Xero users. Now you can:
✅ See the Expected Payment Date for invoices, helping you forecast cash flow
✅ Track the Fully Paid Date once invoices are settled
These additions bring clarity to your receivables lifecycle and help spot delays earlier.
RICHER CUSTOMER INSIGHTS (Sage 50 & Sage 200)
We’ve added new dimensions to customer data for our Sage users:
Last Order Date get baseline visibility of client activity
Invoice Status filter by outstanding, overdue, or settled invoices
Priority Customer flag put your most strategic accounts front and centre
These tweaks make it easier to segment and stay on top of high-value relationships.
PARTNERSHIP SPOTLIGHT: Roveel & Tradebox
We’re thrilled to announce a strategic collaboration with Tradebox, a leading ecommerce accounting and order-management platform. Together, we’ll streamline data flow and analytics for online retailers, unlocking better financial visibility with less manual work.
Read more>
GLOUCESTER RUGBY CLUB: OFFICIAL REPORTING PARTNER 🏈
As of September, Roveel is proud to serve as the Official Reporting Partner to Gloucester Rugby Club. We’ll be supporting both on- and off-pitch performance by delivering real-time insights and tailored dashboards. Go team!
CHARITY INITIATIVE: 10% ONGOING DISCOUNT
Beyond the numbers, we care about impact. We’ve launched a 10 % ongoing discount for charities using Roveel.
Not just as a one-day deal, but as a lasting commitment.
If you’re part of a charity, or know one that could benefit, we’d love to hear from you.
Together, let’s keep building a better tomorrow. 🩷
Roveel featured on Accountech Bytes!
WE APPEARED ON DIGITAL DISRUPTORS!
We’re excited to share that Roveel has been spotlighted on Digital Disruptors, Digi-Tools in Accrual World!
The feature highlighted how Roveel continues to bring fresh innovations to reporting, integrations, and data insights for Sage, Xero and beyond.
Being recognised alongside leading players in AI-powered accounting and financial technology is a fantastic milestone, and we’re proud to see our work gaining traction in the wider digital accounting conversation.
At Roveel, our mission is simple: to make reporting effortless, insightful, and accessible. Features like these reaffirm that we’re on the right path , creating tools that empower businesses, accountants, and finance teams to work smarter, not harder.
👉 You can watch the full feature on Digital Disruptors here
