Lost in endless hours of admin…?
Afirmo gets you back on track, helping you skip the lost hours to admin, so you can set up and manage your business efficiently.
How Afirmo Works:
Information is shared between Afirmo tools to save you time and optimise your experience.
Afirmo tools are personalised to your business, based on your business needs, and the information you provide Afirmo.
For example, your Business Industry Classification (BIC) is free with Afirmo and when you use it in Afirmo’s other tools, it determines what insurance you need, how much ACC levies you need to pay.
Our Tools
All key actions and upcoming events are made available at a glance on your personalised Afirmo dashboard.
Set Up Tools …
Business Set Up Tool
Set Up a sole trader, partnership or company with Afirmo’s easy-to-use tool. Get access to our amazing legal agreements to get off to the best possible start.
Marketing Set Up Tool
Get a professional website, build an amazing logo and hook that important domain name from Afirmo’s marketing tools to help you get noticed when you Set Up your business.
Business Profile
Watch your business data import automatically from NZBN registry and maintain your business details and important numbers (NZBN, ACC, IRD, GST) from the business profile.
Tax Registrations
Set Up your business IRD#, GST#, NZBN, BIC, ACC Cover Plus account and register as an employer and stay on top of your tax obligations.
Scale up Tools …
Sales Tool
Send invoices and quotes to your customers from the app. Manage your customer and product/services data to keep your invoicing streamlined and effortless.
Money Tool
Link your bank accounts to the app via Afirmo’s secure integration tool. Categorise your data based on Afirmo’s AI engine and see your important business trends and insights. Use the data to power the Afirmo DIY Tax Tool if you wish and keep on top of everything.
Marketing Tool
Manage your website from the app and coming soon, manage your social media accounts and see your core marketing analytics when you link your Google Dashboard.
Dashboard
See what your next best actions are and keep an eye on upcoming events from the Dashboard. Never miss a trick as the Dashboard updates with all your actions within the app.
Tax Tool
Stay on top of your GST and Income Tax obligations with Afirmo’s Tax Tool. Categorise your bank transactions and let Afirmo calculate your tax liabilities dynamically based on your cash-based income and expense classifications.
Insurance Tool
Get insurance quotes from Afirmo’s insurance broker partners and lock in cover today. Arrange a meeting with our brokers and see what insurance you should have in place tailored to your BIC code (business industry classification).
Document Vault
Store your key business records in the secure Document Vault and watch Afirmo automatically store your important records when you use the other modules.
Click on the “i” for more information on how each tool will benefit you and your business
Set Up Tools
Set Up Tools
Business Set Up Tool
Afirmo’s Business Set Up Tools provide an easy-to-follow series of steps to Set Up a new business for all business types, whether you want to Set Up a …
Need help choosing the right business structure for you?
Decide when you Set Up your business using Afirmo’s Business Selection Tool.
Your Customer Dashboard will keep you up to date on your key actions and upcoming events.
During your business Set Up process, Afirmo will take care of all the important stuff.
Business Set Up
Whether you are Setting Up a sole trader, partnership or company we will file all the legal documents needed.
IRD and GST Registrations
We will file all the IRD and other important forms so you can stay on top of all your new responsibilities.
Outline of compliance needs
We understand compliance so you don’t need to. We will ensure that you are compliant now and in the future.
Download legal documents
You can use our partnership agreements, company constitutions and shareholders agreements.
Hey, be bold, be seen
To get busy with customers and sales step through Afirmo’s Marketing Tool.
Afirmo’s Marketing Tool includes…
Set Up Tools
Business Profile
Your Business Profile is where you store all your key business information like your IRD number, ACC account number, NZBN number, Business Industry Classification Code (BIC).
Afirmo uses this information to tailor services and recommend tools to you. Afirmo also uses the information you input, across Afirmo’s other tools available to you, integrating it so you reduced duplication across the tools.
It’s FREE to set up an account and store all your important information in one place. Throw the old paper records away and store your data safely in the cloud.
Set Up Tools
Tax Registrations
Do you need to register for GST? Do you know the rules when you are mandated to register by the IRD? Did you know that in some cases registering before it is mandatory can save you money?
In the Business Set Up Tool, you can apply for various tax registrations.
Professional looking sales invoices and quotes are key to getting paid on time. They also need to contain certain information to be tax compliant. Afirmo’s Sales Invoicing Tool ticks all these boxes and more. Afirmo also has some great analytical tools to help you stay on top of billing and sales.
Create sales invoices
You can raise your sales invoices, to send to your customers, by using Afirmo’s template invoices, to ensure you are compliant…
…and you can add your terms and conditions for future invoices.
Create a sales quote
With Afirmo you can raise your sales quotes, to send to your customers to get that sale.
Once your customers accept your quotes, you can convert the quote to an invoice saving you time.
Keep an eye on your key sales data
When you use the Sales Invoicing Tool you get access to FREE analytics so you can keep on top of who owes you money and how your sales are tracking.
Manage customer records
Maintaining up-to-date customer records is key to efficient sales invoicing. When creating an invoice simply retrieve your stored customer account information and avoid manual keying. Use the Customer Management Tool to keep your customer records current at all times.
Manage products and services
Maintaining up-to-date product information ensures you prepare sales quotes and invoices with the right product line items and consistently priced.
Use the Product Management Tool to keep your product and service records current at all times.
With the Money Tool, securely link your bank account(s) to get a complete picture of your business performance, together with FREE business insights.
Use the insights for loan applications, tax liability calculations, or let Afirmo alert you when you there is an action you might need to consider.
The money tool has many cool features and benefits such as …
Business Insights
See a complete view of your financial performance with our business insights.
Set Categories
Create categories to meet your business needs. Use these to tailor your business insights.
Powers the Tax Tool
Use the categorised income and expenses to power the Tax Tool and calculate your tax bills.
See Alerts
When you buy an asset get an insurance quote or when you pass the GST threshold get an alert and register.
Your business command centre is the Afirmo Dashboard summarising everything you need to know at a glance – upcoming events, key tasks, and a place to navigate from around the other tools.
As you use the other Afirmo Tools, your dashboard keeps track of things, so you do not need to.
Your Afirmo Dashboard will…
The Tax Tool is a complete solution designed for Sole Traders, Partnerships and Limited Liability Companies. The tool works like this:
Scale up Tools
Insurance Tool
Make sure you’re covered
Afirmo has partnered with leading insurance brokers and Tier One insurance underwriters (the large companies that actually insure you) to bring a suite of insurance products to the Insurance Tool. The Insurance Tool is integrated with the other Tools to bring you some unique benefits.
Afirmo Tools are all integrated, meaning for you…
Scale up Tools
Document Vault
Don’t lose track anymore of any paperwork. There is always paperwork associated with Setting Up and running a business and Afirmo will automatically store any important documentation generated by Afirmo Tools in your Document Vault.
You can also upload any documents into the Document Vault generated outside of Afirmo, so you have peace of mind that all your important paperwork is in one place, safe and sound.
Safer to store it in an encrypted cloud storage app, that in the bottom drawer and easy to find with Afirmo’s search option.
Local Customer Support Team
Afirmo’s New Zealand based Customer Support Team is on the ground, ready to help you, available during business hours.
Come visit Afirmo’s extensive collection of Knowledge Base articles to quick-fix any issues you have.
Be assured with Afirmo, there are experts to support you.
Learning Hub
You can read about small business related topics at. your leisure via Afirmo’s extensive free Learning Hub.