The weekly newsletter for forward-thinking finance leaders, especially those who leverage Xero and its ecosystem.
View in browser

Your weekly go-to guide to transform your finance function into a strategic powerhouse.

Welcome CFO Techstack Community 👋,

 

Last week, as part of our ERP Survivor series, we heard from our fifth ERP Survivor: Tyler Caskey, who experienced a clunky ERP, then moved away from ERP complexity to Xero + apps, and now, as Partner at TheBeanCounters, is helping other finance leaders make the same shift.

 

This week, our ERP Survivor #6, Jack Ducat, experienced how an ERP roll-out in his family construction business spiralled into chaos. Discovering Xero in 2013 lifted the fog, restored visibility and inspired him and his brothers to build Gojee, enabling other scaling businesses to stay on Xero without an ERP.

FEATURED ARTICLE

ERP Survivor #6: Jack Ducat

Before Jack Ducat and his brothers, Sam and Tom, built Gojee, one of Xero’s fastest-growing apps for job & inventory management, they lived through a true ERP nightmare.

 

Jack first saw the downsides of ERPs in his family’s construction company. What started as an effort to “professionalise” became a costly, complex system that obscured the real picture. By the time he joined, cash flow was a mystery. The tool meant to bring control had taken it away.

 

It wasn’t until 2013, when Jack discovered Xero, that everything changed.

Suddenly, the team could see what was happening in real time, with no consultants, no complexity and no confusion.

 

This sparked a realisation: if this system could empower their business to grow with ease, could they enable other businesses to stay on Xero without switching to an ERP?

 

Out of that question came Gojee, an app built for job, staff & inventory management, integrated seamlessly with Xero, enabling full ownership and control.

The family business

Jack’s parents started their family business, Ducats Earthmoving, over 50 years ago.

 

“It is a mixed business: concrete, civil earthworks, material supply, workshop; a lot of moving parts.”

 

The company wasn’t massive, but operational complexity was.

 

“It wasn't a huge company, but there were a lot of different things coming together: staff, machinery and materials all moving at once, which brings complexity.”

 

They had 40 staff and a handful of casuals, and were having to manage multiple revenue streams, scheduling, plant ops and payroll.

 

“There was pretty heavy admin and lots of paper-based processes. They had two bookkeepers managing the accounts and payroll.”

 

The trusted advisor & the ERP pitch

It was the early 2000s, and Xero wasn’t yet on the scene.

 

The family accountant, a trusted advisor, suggested a full ERP system as the path to “professionalise”.

 

The pitch was compelling: less admin, more visibility, better control.

 

“The ERP sales pitch was that it would be seamless and provide full visibility. The idea was to make the business more streamlined, with less double data handling, and give my parents as business owners more oversight. It sounded great!”

 

It was decided.

 

Implementation was handled through the accountant’s firm. This involved placing a consultant in the business full-time for 12 months.

 

“My parents had to pay the wage of this person who was not even experienced in the ERP system we purchased. He was learning it at the same time as trying to set it up and train us!”

 

Disaster

Everything that could go wrong, did.

 

“Everything was a disaster. There was very little support from the actual ERP vendor themselves, so it wasn’t set up for success.”

 

The system was unstable and deeply technical.

 

“We were left in a situation where implementation was incomplete. We literally couldn’t run a profit and loss with any level of confidence.”

 

Only one person, one of their bookkeepers, had received the training to know how to operate it.

 

“Our bookkeeper was the only person who had any idea how to run the system. It's a very complicated, technical and non-user friendly system. It takes a lot of training to understand.”

 

This bookkeeper became their single point of control.

 

“She was generating her own reports for management to show how things were going. That created a huge problem because nobody had any oversight."

 

The result: no reliable profit and loss, no visibility and no confidence in the numbers.

 

From bad to worse...

When Jack’s parents retired, his brothers took over, and Jack eventually joined to focus on figuring out some cash flow issues.

 

“Numbers were good in terms of revenue, but we had no cash flow.”

 

It didn’t take long before Jack noticed something was off.

 

“Things just weren’t stacking up.”

 

Ultimately, Jack discovered that fraud had been taking place. A lack of visibility within the ERP meant that this had gone unnoticed.

 

“It became clear that there were transactions happening that shouldn't have been.”

 

The culpable bookkeeper had to be let go.

 

“We had to go through the whole process of getting rid of this person and everything associated with that.”

 

The issue then was that nobody knew how to use the ERP anymore!

 

"We were left in a situation where we had a system that no one now in the business knew how to use.”

 

Also, because it was an on-premise system, things became even more difficult.

 

“Every now and then the system would have issues due to the dusty environment and the server would just drop, which was catastrophic.”

 

They reached breaking point.

 

“We had this extremely basic system working on a hugely expensive implementation. We had to look at the situation and think, right, can we continue on with this?”

 

But, by this stage, they had hit the sunk cost conundrum:

 

“Hundreds of thousands of dollars have been sunk into this thing that's meant to do everything... It's hard to walk away from.”

 

Discovering Xero

It just so happened that around this time, in 2013, Jack came across Xero.

 

“I’d heard about Xero: this new, simple, easy system. We held off for a while and then eventually thought, let’s try it.”

 

The difference was instant.

 

“It wasn’t complicated to set up. We very quickly had a basic PnL working with a bank account that could be reconciled easily. Suddenly we could actually see what was going on!”

 

He describes the moment vividly:

 

“It was like this huge cloud had lifted. There was simplicity instead of complexity. I actually thought we must be doing it wrong because it was too easy…”

 

And so, the business went cold turkey on the ERP:

 

“We dropped the ERP, pulled out the data, and moved to Xero.”

 

Identifying gaps, building solutions = Gojee!

Xero had solved the core issues, but issues around staff scheduling remained.

 

They decided to build a custom tool with the help of local developers.

 

“We built a primitive scheduling and job tool. It punched well above its weight, costing a fraction of the ERP and providing full control.

 

It wasn’t long before other local businesses started to take notice.

 

“It’s a small town; everyone talks. People started asking what we were using.”

 

Interest snowballed, and they began to wonder whether they could offer their tool to others.

 

That curiosity was the spark that became Gojee, a cloud-based platform for job, staff & inventory management, integrated seamlessly with Xero.

 

Having battled the same operational chaos in their family business, Jack and his brothers understood exactly what small and medium-sized teams needed.

 

Gojee now

Now trusted by thousands of teams around the world and recently named Xero’s App of the Month, Gojee continues to deliver.

 

Its latest feature, Autobill Reconciliation, automatically connects purchase orders, supplier bills and inventory using integrated OCR tools, turning what used to be a full-time manual task into a fully automated process.

 

“One client had a full-time employee doing this manually, now it’s automatic. It’s saving huge amounts of time: literally an entire FTE in one business.”

 

Lessons learned

Looking back, Jack sees his ERP nightmare as a blessing in disguise.

 

“We would never have built Gojee if we hadn’t gone through that ERP nightmare. It was the worst experience, but it pushed us to build something better.”

 

His takeaway is simple:

 

“Control and clarity come from ownership and simplicity, not complexity.”

 

For Jack and Gojee, that lesson became the foundation of an entirely new business, built on visibility, empowerment, and the belief that technology should work for people, not the other way around.

 

👉 If you’re an ERP Survivor, we’d love to hear your story.

Reach out to emily.lockyer@getmayday.com

      COMMUNITY INSIGHTS

      🎤 How I stacked it

      Agathe Gallino, Automation & Process Accounting Solutions Specialist at Orbiss, shares their tech stack.

      Founded in 2020, Orbiss helps international companies enter the U.S. market and scale their cross-border operations. The firm brings specialised expertise in corporate tax, sales tax, accounting, payroll, benefits, and more. With a focus on technology, automation and bespoke solutions, Orbiss streamlines complex operations and raises the bar for what to expect from a financial services partner.
      1666372171365
      As Automation & Process Accounting Solutions Specialist, Agathe Gallino manages accounting workflows that go beyond the industry standard. Where some firms stop at compliance, Agathe designs automations that leverage new technology and crisp processes, resulting in higher accuracy and faster delivery. 

      Here's what Agathe and her team are using:

        1. Ramp for AP: Ramp is a spend-management platform for businesses in the U.S. and Canada. It’s user-friendly and agile, you can stand up spend programs quickly, and it integrates cleanly with Xero. When you need them, Ramp’s support team is among the best in the business. 
        2. Gusto & JustWorks for Payroll: Gusto and Justworks are a payroll platform and a PEO platform respectively. Choosing between them depends on the client’s needs, but both are excellent options. Their interfaces make reporting simple by breaking down tracking categories and integrating well with Xero.
        3. A2X & Shopify for Retail / eCommerce: For retail and e-commerce clients, we use A2X and Shopify. When used together, they translate messy storefront data and sync cleanly to Xero, delivering a smooth experience.
        4. Mercury for Banking: Mercury syncs seamlessly with Xero and helps clients stay engaged in their own accounting. They can simply upload receipts directly in Mercury as they go, which syncs to Xero and saves us all from chasing hundreds of missing receipts at year-end.
        5. Avalara for Sales Tax: Avalara is great for managing sales tax and integrates effectively with Xero. We focus on sales tax compliance, and I really like that it automatically pulls the right tax rates based on the address and avoids any excess tax collected, so there’s no need to check other systems.
        6. Mayday for Intercompany: I use Mayday with several clients. I first discovered it while managing a group of four entities on Xero. With just one short training session, the client was able to handle their own bank reconciliations, which made things so much easier. Since then, I’ve introduced Mayday to many more clients, and it’s become one of my go-to tools for simplifying complex intercompany setups. That makes our firm’s work more efficient – and gives clients greater visibility and control over their finances

      Keen to share how you stack it? Email: emily.lockyer@getmayday.com

        UPCOMING EVENTS

        🗓️ Join our upcoming webinar series!

        Series-1

        Scaling with Xero: "How far can you go?" (UK)

        20th Nov - 2nd Dec 2025, 11am GMT

         

        After a hugely successful run in Australia, CFO Techstack is delighted to bring our Scaling with Xero webinar series to the UK.

         

        Whether you’re feeling the friction of scale, eyeing off an ERP, or simply wondering what more Xero can do for your business, this series is for you.

         

        We're partnering with Xero, Joiin, ApprovalMax & Mayday to offer four free sessions designed to help scaling finance teams unlock the full potential of the Xero ecosystem.

        • Thurs 20 Nov, 11am GMT - Launch: Scaling with Xero: "How far can you go?"
        • Tues 25 Nov, 11am GMT - Scaling with Xero: Automating Consolidated Reporting
        • Thurs 27 Nov, 11am GMT - Scaling with Xero: Approvals & AP
        • Tues 2 Dec, 11am GMT - Scaling with Xero: Managing Month End

        THE STACK EXCHANGE

        🧵 This week's top threads, from The Stack Exchange

         
        The Stack Exchange is a Slack forum for connecting with peers, sharing insights, and staying updated on apps and industry events, helping you transform your finance function into a strategic powerhouse.
         
        Here are this week's top 3 discussions from The Stack Exchange:
        1. Employment Hero transition set-up for better rostering methodology
        2. Tool to download Amazon invoices in bulk
        3. AI-native ERPs: feedback and comparisons

         

        Keen to join? Sign up here >

        NEW IN THE WORLD OF CFO SOFTWARE

        🗞️ News from the stack-o-sphere

         

        • Weel announces worldwide ATM withdrawal functionality for corporate cards. Learn more.
        • Expensify announces Concierge for smarter receipt categorisation. Learn more.
        • Moss releases a series of new features in their mobile app. Learn more.

        WHAT THE DATA SAYS

        📊 Stat of the week

         

        "44% of CFOs report that their planned spending on technology and services is increasing in 2025."

         

        Research by Evanta

        MORE OF THE GOOD STUFF

        And lastly, our top picks!

         

        🎧 Podcast: "Beyond the Buzz: Agility, AI and the Future of Finance Tech with ACCA." CFO 4.0, ep 250.

        📝 Article: "What’s important to the CFO in 2025.” PWC.

        😆 Joke: Why don’t CFOs play hide and seek? Because good luck hiding when they track everything.

        Why not forward this newsletter to someone you think would enjoy it?🙏

        logo

        CFO Techstack is brought to you by Mayday

        Want to learn how you can mend multi-entity month end? We'd love to help!

        Start a free trial
        Speak to us!
        LinkedIn

        Mayday Holdings, 32 Ellerton Road, London, London SW18 3NN, United Kingdom

        Unsubscribe Manage preferences