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Invoice Templates and Custom Reports

Simplify Your Business with Invoices, Templates & Custom Reports service

Managing expenses, billing, and other essential bookkeeping tasks can be time-consuming and has the opportunity for potential errors. Inefficiencies in financial management can lead to many problems and takes you away from running your business. This can be particularly challenging for tradies and small businesses who need to maintain accuracy and organise operations. Navigata365 helps you simplify this process by streamlining your invoicing and reporting.

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Streamline Your Business Finances: Simplify Bookkeeping and Stay in Control

Want to see where your money is going in your business?

Managing accounts should not be a burden for business owners. Navigata365 is here to help businesses transition from cluttered bookkeeping systems, to efficient and streamlined online solutions.

Navigata365 provides tradies and small businesses with ready-to-use templates, invoices, and customised reports to eliminate the stress of administrative tasks. We simplify the bookkeeping process to make it easy for small businesses to stay in control of their finances and make more time for the things that matter.

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Key benefits

  • Ready-Made Templates: We provide pre-designed templates for everyday paperwork such as quotes, sales invoices, purchase orders, periodic bills and more. Allowing you to focus on running your business.
  • Custom Reports: Show only the key numbers and details that are important to your business.
  • Real-Time Financial Insights: Always know where your business is financially positioned.
  • Less Manual Data Entry: Save both time and money whilst eliminating inaccuracies.
  • Easy To Use: Simple and easy to follow process.
  • Fully Digital: Never lose track of your important documents again. All your important business information is safe and easily accessible online.
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Why choose us?

  • Navigata365 offers easy-to-use accounting systems that save you time and money everyday.
  • We provide you clear and professional documents that seamlessly support tradies and small businesses.
  • We help you stay organised, look professional, and make confident business decisions.
About Us

An Invoice Is A Payment Prompt, Not A Receipt

Most invoice templates are set up once and never looked at again, which is a missed opportunity, because an invoice is the document most likely to be read by someone deciding whether to pay you this week or next.

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What Makes An Invoice Get Paid Faster

Small things, and they compound across every invoice you send.

Terms stated plainly.

Ambiguity about when payment is due is an invitation to decide it is due later.

Payment made easy.

Every method you accept, listed, so paying is not a task requiring a phone call.

Reference the customer recognises.

A job number or address they can match to work they remember approving.

Correct GST treatment.

Applied when raised, so the BAS is not a reconstruction exercise three months later.

Custom Reports

Standard reports answer standard questions. Most businesses have one or two questions that are specific to them, whether that is margin by job type, cost per vehicle, or revenue by referral source. Those are worth building once and then producing automatically, rather than assembling by hand each time somebody asks.

What our clients say

5 from 10 Google reviews

Verified reviews from our Google Business Profile.

  • Best decision ever !! I stopped spending time on paperwork ... gave it all to Fiona .. and now I can concentrate on growing my business. Thanks so much to Fiona and her team I can spend more time with Family & Friends :) and run a paperless business :)
    Glenn Adams11 months ago
  • Engaging the services of Fiona and her team at Navigata365 at the beginning of COVID was the best thing we could have done. Fiona has guided our 2 businesses through some really tough times and has recently helped us set up a 3rd business. She is always on top of deadlines and we never have to worry about a thing. I cannot recommend highly enough.
    Sharon Knott2 years ago
  • It is a great pleasure to provide a review of Fiona Battersby and her business Navigata365. We have worked together for approx 5 years and during that time our bookkeeping has been carried out brilliantly. We have benefited from very good advice from Fiona about managing our accounts. It is rare to get a bookkeeping business with the level of service and competence that Fionas staff consistently provide. A big thumbs up from Us!!
    Martin Speller2 years ago
  • Nothing but great things to say about Fiona and team, first time business owner here and Fiona and team are brilliant to work with I really feel like she has my best interests at heart.. cannot recommend enough super team … here is to many many more years together
    Shaun Oneill2 years ago
  • Fiona and her team got me out of a really tight spot with some ATO obligations I was fumbling around with in a timely and super professional manner. They explained everything to me so I don't screw it up again. Thank you team :)
    Tracy Koppa year ago