Qualitas Medical Assurance is a cloud-based IT startup in Bolton, founded in 2015 by Dr. David Pearce and Peter Laithwaite. The company builds medico-legal reporting systems – software that helps medical professionals produce reports for soft tissue injury claims through the MedCo portal, as required by Ministry of Justice reforms introduced in April 2015.
With 15 staff and a turnover of over 116,000 pounds within two months of trading, Qualitas needed accounting software that could keep up with fast growth.
The old setup: Sage and spreadsheets
Both founders had used Sage Line 50 and Line 200 in previous businesses. They knew the limitations – desktop-only access, manual bank reconciliation, and no way to check the numbers without being sat at a specific computer. For a cloud-based business built on modern technology, running accounts through legacy desktop software didn’t make sense.
Why Qualitas chose JacRox and Xero
Pearce and Laithwaite already knew Jack Ross Chartered Accountants, having worked with the firm since 2000. When they launched Qualitas, they wanted a cloud accounting solution that matched their own tech-forward approach. JacRox, the Xero specialist arm of Jack Ross, was the obvious fit.
What sold them on Xero specifically:
- Cloud access – check invoices, cash position and reports from anywhere, not just the office
- Fast invoicing – generate and send invoices in minutes rather than hours
- Bank reconciliation – automatic bank feeds meant no more manual matching
- Debtor visibility – instantly see who’s paid and who hasn’t
Custom integration with their case management system
This wasn’t a standard Xero setup. JacRox integrated Xero directly with Qualitas’ existing case management platform, so financial data flows between systems automatically. One click generates accounting entries across multiple systems – no duplicate data entry, no copy-paste errors.
The results: 70% reduction in accounting costs
Since moving to Xero, Qualitas has cut accounting costs by 70%. That’s not a typo. The combination of automated bank feeds, integrated invoicing and cloud access has slashed the admin time that used to eat into the team’s week.
Dr. Pearce puts it simply: “With Xero, we can generate multiple accounting entries in different systems with just one click. It’s completely changed how we handle admin.”
What the founders say
“We wanted a holistic solution that worked with MedCo reforms and the way the market was moving. JacRox and Xero delivered exactly that – and the cost savings have been remarkable.”
Dr. David Pearce, Co-founder, Qualitas Medical Assurance
