Mental Health Innovations (MHI) is a forward-looking organisation with a vital mission – to deliver scalable, innovative digital services and insights to transform the mental health of the nation. As the organisation evolved, so did its operational demands. As it grew, its finance team needed more than basic accounting tools to manage increasingly complex funding and reporting requirements.
While MHI had already implemented Xledger’s core financial platform, expanding operations meant the organisation needed additional functionality. Referred to 4PointZero by Xledger, MHI partnered with us for a tailored implementation.
When we joined the project, MHI already had solid foundations with Xledger’s core accounting modules. Our job was to unlock the platforms full potential and move beyond the basic functionality and activate additional modules to support more detailed reporting, increased automation, and better financial visibility.
Working closely with the MHI finance team we implemented key modules including:
Each module was configured to match their existing workflows, ensuring the team-maintained control while gaining new capabilities. The focus wasn’t just on adding features, but on ensuring every function aligned with how the organisation operated in practice.
Moving from cash to accrual accounting transformed how MHI manages its finances. This enabled the finance team to better align financial management with real-time activity, making it easier to monitor income and expenses, manage funding timelines, and support more strategic planning.
The introduction of project dimensions added another layer of insight, allowing the team to analyse financial data across different initiatives, funding streams or operational categories – crucial for both internal planning and external.
“We’ve gained far more visibility into our financial position since the new system was implemented. Real-time reporting and improved tracking have helped us make more informed decisions. 4PointZero’s experience and support made the process much easier to manage, even with our small team.”
— Finance Lead, Mental Health Innovations
A key goal was implementing a system that could do more with less. Rather than overwhelming the small finance team with unnecessary complexity, we focused on areas where new tools would bring the most value. We made sure the platform could support flexible access to reports and dashboards, enabling both the finance team and other stakeholders to quickly find the information they needed.
The result was a solution that matched MHI’s growth mindset, while keeping operations manageable for its lean team.
With Xledger’s expanded functionality fully integrated, MHI can scale with agility and confidence. The finance team has:
For a mission-driven organisation like MHI, having the right financial systems in place means more than operational efficiency. It means being able to deliver greater impact, respond to opportunities quickly, and support the people it serves with confidence.
