Xledger UK

Xledger

Xledger is the cloud-based finance software for mid-market organisations.
Xledger can help organisations with real-time reporting & analytics, automation of financial processes, project management, budgeting and forecasting, flexible integrations, insights, scalability etc.
Xledger is a highly configurable product designed to meet the needs of a diverse range of clients.

Features

• True-cloud technology, remote access anytime, anywhere
• Real-time consolidation for multi-company organizations and inherited hierarchy for scalability
• Real-time, drill-down dashboards and reports
• Automated purchase to pay and bank integrations & reconciliation
• Purchase ordering (PO) and inventory management
• Digital workflow and document management
• Project accounting including timesheets, expenses, fixed fees, billing and costing
• Billing and debtor management
• Fixed asset management and automation
• Optical Character Recognition (OCR)

Benefits

• Be informed with real-time actual vs budget vs commitment reports
• Share finance around the organisation with different roles and responsibilities
• Interrogate data by drilling down to the transaction and attachment
• Drive efficiencies by automating processes
• Review and approve on the go with the mobile app
• Gain confidence with built-in data validation and audit controls
• Seamlessly integrate external data with our open API
• Keep debtor days low with automated debtor management
• Reduce month end with GL postings automated on demand

£0.10 to £2,500 a user a month

• Education pricing available
• Free trial available

Service documents

• Pricing document

  PDF

• Service definition document

  PDF

• Terms and conditions

  PDF

Request an accessible format

If you use assistive technology (such as a screen reader) and need versions of these documents in a more accessible format, email the supplier at ovi.stici@xledger.co.uk. Tell them what format you need. It will help if you say what assistive technology you use.

Framework

G-Cloud 13

Service ID

999450331529023

Contact

Ovi Stici
01174573293
ovi.stici@xledger.co.uk

Service scope

• Software add-on or extension: No
• Cloud deployment model: Public cloud
• Service constraints: N/A
• System requirements:
  • An internet connection
  • A software license per user
  • A web browser

User support

• Email or online ticketing support: Email or online ticketing
• Support response times: Customers can log tickets at any time (24/7). The specific hours during which the Customer is entitled to a Support response (“Support Hours”) are 09:00-17:00, based on Xledger’s Normal Business Hours, on a Business Day.; ; Response times are tiered according to the urgency of the issue as follows:; ; - Operationally critical issues: 1 hour; - Time Critical issues: 2 hours; - Important issues: 4 hours; - Not Time Critical Issues: By the end of the next business day
• User can manage status and priority of support tickets: Yes
• Online ticketing support accessibility: WCAG 2.1 AA or EN 301 549
• Phone support: Yes
• Phone support availability: 9 to 5 (UK time), Monday to Friday
• Web chat support: No
• Onsite support: Onsite support
• Support levels: Customers can log tickets at any time (24/7). The specific hours during which the Customer is entitled to a Support response (“Support Hours”) are 09:00-17:00, based on Xledger’s Normal Business Hours, on a Business Day. All response periods are measured starting from the first Support Hour following the reporting of an error and are tolled during all periods outside of the Support Hours. The Xledger support team members will provide software support at the UK office in Bristol.; During the implementation phase, support will be provided by the consultant. After implementation, support will be provided by the Xledger support team members based at the UK office in Bristol.
• Support available to third parties: No

Onboarding and offboarding

• Getting started: Xledger's Implementation Methodology was developed for implementing Xledger and is based on PRINCE2 methodology.; ; The Project begins with a Kick-Off meeting which allows the respective Project Teams to meet. The first course of action is to agree a full Project Plan which is signed off. This will include defined times and dates for sessions as well the agreed success criteria of the Project. ; The analysis and design workshops that begin the Project are deliberately in depth to make sure that the optimum configuration of the system is in place from day one of going live with Xledger. ; Training of the Project Team takes place in the first few weeks of the programme and ‘Super Users’ will be nominated within the customers staff.; The final stage of the project is the Readiness Assessment Meeting that typically takes place a week before the Go Live date. This is the culmination of the Testing and Verification phase of the implementation. ; Testing is done predominantly by the customer and can be supported by Xledger Consultants if required.; A plan will be agreed jointly between Xledger and the Customer's Project Teams to walk through the key processes, covering both data in and data out.
• Service documentation: Yes
• Documentation formats:
  • ODF
  • PDF
  • Other
• Other documentation formats:
  • MPP
  • CSV
  • Markdown
• End-of-contract data extraction: Transactional data can be extracted via Excel or through an API from the system. This can be done on a self-serve basis. ; Secondly, further data extraction, such as documents, can be completed via IT services. To extract this data, there is a flat charge.
• End-of-contract process: At the end of the contract, the agreement shall ; automatically renew for consecutive one (1) year period(s) ; (each a “Renewal Term”) unless: (i) either party gives the ; other written notice of termination not less than ninety (90) ; days prior to the end of the Initial Term or the Renewal Term ; (as applicable), in which case the Agreement shall terminate ; upon the expiry of the Initial Term or Renewal (as ; applicable); or (ii) until terminated in accordance with the ; remaining provisions of this clause.

Using the service

• Web browser interface: Yes
• Supported browsers:
  • Internet Explorer 11
  • Microsoft Edge
  • Firefox
  • Chrome
  • Safari
  • Opera
• Application to install: No
• Designed for use on mobile devices: Yes
• Differences between the mobile and desktop service: The mobile app can be used to; - Raise and approve purchase orders; - Submit and approve timesheets; - Submit and approve expenses; - Approve bank payments.; ; The desktop version has the full offering available across all modules.
• Service interface: No
• User support accessibility: None or don’t know
• API: Yes
• What users can and can't do using the API: Xledger provides two APIs for users to consume and produce data, GraphQL and SOAP webservices. Both offer feature rich import and exports.; GraphQL:; To set up the service, users need to have admin rights in Xledger and generate an API token. This token can be created with granular access to the API methods to ensure that only relevant data is accessed.; To make changes trough the API, users must send mutations to the GraphQL endpoint. Mutations are written in JSON and depending on the changes being made require different fields to be passed.; Specific limitations for GraphQL are around data traffic. The API is rate limited to avoid burst requests and a token is allocated credits that renew once an hour.; SOAP:; To set up SOAP, users need to generate an SSL certificate and add granular access to methods in Xledger’s UI. The webservice implementation is stateless.; To make changes, users must use the receiveFile service to send a based 64 encoded CSV payload encapsulated in the SOAP XML.; As with GraphQL, the SOAP webservice is rate limited to avoid users sending too many concurrent requests but there is no concept of credits.
• API documentation: Yes
• API documentation formats:
  • ODF
  • PDF
  • Other
• API sandbox or test environment: Yes
• Customisation available: No

Scaling

• Independence of resources: Xledger is a multi-tenanted true cloud application. This allows us to continuously monitor service usage, demand and the impact on capacity.; ; Rate-limiting is applied to both GraphQL and Web Services APIs to ensure that integration use does not impact on other users. Sufficient capacity is provided at all times to handle user demand, and the capacity is regularly reviewed to ensure future demand will be met.

Analytics

• Service usage metrics: Yes
• Metrics types: Xledger provides on request the Service Level Agreement which forms part of the General Terms and sets forth specific supplemental terms and conditions applicable to the availability of the Subscription Services
• Reporting types: Reports on request

Resellers

• Supplier type: Not a reseller

Staff security

• Staff security clearance: Conforms to BS7858:2019
• Government security clearance: Up to Baseline Personnel Security Standard (BPSS)

Asset protection

• Knowledge of data storage and processing locations: Yes
• Data storage and processing locations: European Economic Area (EEA)
• User control over data storage and processing locations: No
• Datacentre security standards: Complies with a recognised standard (for example CSA CCM version 3.0)
• Penetration testing frequency: At least once a year
• Penetration testing approach: Another external penetration testing organisation
• Protecting data at rest:
  • Physical access control, complying with SSAE-16 / ISAE 3402
  • Encryption of all physical media
  • Scale, obfuscating techniques, or data storage sharding
• Data sanitisation process: Yes
• Data sanitisation type:
  • Explicit overwriting of storage before reallocation
  • Deleted data can’t be directly accessed
• Equipment disposal approach: A third-party destruction service

Data importing and exporting

• Data export approach: Data can be extracted either via API (SOAP Web Services or GraphQL) or to xls file. When exporting to xls, users may specify which fields of data and for which time period they would like to extract, then extract the data with a single click. A static download can then be extracted as and when required.; ; Large exports of all customer data can be requested of Xledger as required.
• Data export formats:
  • CSV
  • Other
• Other data export formats:
  • Excel
  • PDF (in some circumstances)
• Data import formats:
  • CSV
  • Other
• Other data import formats: XLS

Data-in-transit protection

• Data protection between buyer and supplier networks:
  • TLS (version 1.2 or above)
  • IPsec or TLS VPN gateway
  • Legacy SSL and TLS (under version 1.2)
• Data protection within supplier network:
  • TLS (version 1.2 or above)
  • IPsec or TLS VPN gateway
  • Legacy SSL and TLS (under version 1.2)
  • Other
• Other protection within supplier network: Firewalls, HIDS, encryption at rest and in transit

Availability and resilience

• Guaranteed availability: Xledger is complying with the market standards SLAs. We are happy to provide the SLAs on request.
• Approach to resilience: This information is available on request.
• Outage reporting: Outages are reported by email and by notification when the user attempts access. Service outage reports with additional detail are published by notification in the system.

Identity and authentication

• User authentication needed: Yes
• User authentication:
  • 2-factor authentication
  • Public key authentication (including by TLS client certificate)
  • Identity federation with existing provider (for example Google Apps)
  • Username or password
• Access restrictions in management interfaces and support channels: Access is assigned to users by an organisation's domain administrator only. The domain administrator assigns each user with their login details, defines which environments and entities they can access, and defines their access rights and permissions.; ; The domain administrator can assign, amend and revoke access as required.
• Access restriction testing frequency: At least once a year
• Management access authentication:
  • 2-factor authentication
  • Public key authentication (including by TLS client certificate)
  • Identity federation with existing provider (for example Google Apps)
  • Username or password

Audit information for users

• Access to user activity audit information: Users have access to real-time audit information
• How long user audit data is stored for: At least 12 months
• Access to supplier activity audit information: Users have access to real-time audit information
• How long supplier audit data is stored for: At least 12 months
• How long system logs are stored for: At least 12 months

Standards and certifications

• ISO/IEC 27001 certification: Yes
• Who accredited the ISO/IEC 27001: DNV GL - Business Assurance
• ISO/IEC 27001 accreditation date: 09/10/2020
• What the ISO/IEC 27001 doesn’t cover: The certificate is valid for the following scope: Operations of cloud-based ERP solution. In accordance with Statement of Applicability v 20-04-2020.
• ISO 28000:2007 certification: No
• CSA STAR certification: No
• PCI certification: No
• Cyber essentials: No
• Cyber essentials plus: No
• Other security certifications: No

Security governance

• Named board-level person responsible for service security: Yes
• Security governance certified: Yes
• Security governance standards: ISO/IEC 27001
• Information security policies and processes: ISO 27001 demonstrate commitments to Information Security Management towards our customers. It shows that Xledger invests time and resources to have this certification and in our work with security. It provides us with a trusted framework to use in our Security Management work. It is an international standard known among our customers and shows our compliance with customers’ demands regarding security.

Operational security

• Configuration and change management standard: Conforms to a recognised standard, for example CSA CCM v3.0 or SSAE-16 / ISAE 3402
• Configuration and change management approach: This information is part of our Information Security Policy. This is available on request subject to a non-disclosure agreement.
• Vulnerability management type: Conforms to a recognised standard, for example CSA CCM v3.0 or SSAE-16 / ISAE 3402
• Vulnerability management approach: This information is part of our Information Security Policy and is available on request subject to a non-disclosure agreement.
• Protective monitoring type: Conforms to a recognised standard, for example CSA CCM v3.0 or SSAE-16 / ISAE 3402
• Protective monitoring approach: Xledger is regularly scanned for vulnerabilities both by Xledger operations and a Third party. All server and services are monitored through Microsoft System Centre Operation Manager among other tools. We also have a third-party Incident Response Team to assist if we have a security incident.; In the event of an IT security incident, if there is a serious data breach involving a customer, we will contact either directly via the app or by email from our support team. We also aim to inform our customers ASAP within a 48-hour period, head of operations would be the main point of contact.
• Incident management type: Conforms to a recognised standard, for example, CSA CCM v3.0 or ISO/IEC 27035:2011 or SSAE-16 / ISAE 3402
• Incident management approach: Xledger has several processes in place, one of these processes is in case of a database failure. To prevent Xledger going offline in this instance, we have two database sites in place. Site 1 replicates to site 2 regularly, and each component in the sites are interchangeable.; ; In the event of an incident, the user should log this in our support portal. This would then be picked up by our IT team and be actioned straight away. We would then upload a report of the event to Xledger along with a copy of the report being emailed to you.

Secure development

• Approach to secure software development best practice: Supplier-defined process

Public sector networks

• Connection to public sector networks: Yes
• Connected networks: Other
• Other public sector networks: HMRC

Social Value

• Fighting climate change:

  Fighting climate change

  We aim to build a lifelong, sustainable, and responsible business.
• Covid-19 recovery:

  Covid-19 recovery

  Xledger has a Covid-19 recovery policy and can be provided it on request
• Tackling economic inequality:

  Tackling economic inequality

  Xledger has a Wage Policy and can be provided upon request
• Equal opportunity:

  Equal opportunity

  Xledger has a Equal Opportunities Policy and it is available on request
• Wellbeing:

  Wellbeing

  Xledger is taking wellbeing seriously. Xledger has officially been named one of the UK’s Best Workplaces™ for Wellbeing!; The 2022 UK’s Best Workplaces™ for Wellbeing list was launched on 17 February by Great Place to Work® UK, recognising Xledger among 250 ranked organisations. Our commitment to creating and maintaining a people-first culture has resulted in several other recognitions, including “Best Place to Work” at the BristolLive Business Awards 2021, UK’s Best Workplaces™ in Tech 2021, and Employer of Year award 2021.; ; To determine the UK’s Best Workplaces™ for Wellbeing list, Great Place to Work’s culture experts analysed thousands of employee surveys, assessing people’s holistic experiences of wellbeing at work by asking employees to comment on how their company supports their:; ; Work-life balance; Sense of fulfilment; Job satisfaction; Psychological safety and financial security.

Pricing

• Price: £0.10 to £2,500 a user a month
• Discount for educational organisations: Yes
• Free trial available: Yes
• Description of free trial: During Needs & Ambitions Workshop– one of our consultants will explore your organisation’s structure and tailor a demo based on your company structure, workflows, and previously gathered data. Afterwards, during the Solution Workshop, the consultant will guide you through the tailored demo on multiple occasions.

Service documents

• Pricing document

  PDF

• Service definition document

  PDF

• Terms and conditions

  PDF

Request an accessible format

If you use assistive technology (such as a screen reader) and need versions of these documents in a more accessible format, email the supplier at ovi.stici@xledger.co.uk. Tell them what format you need. It will help if you say what assistive technology you use.