Bookkeeping that runs in step with your client work.

We automate accounting and bookkeeping tasks and connect Xero, MYOB and other accounting software to the systems where your work actually happens.

Book a Free Consultation →See What We Can Automate in 14 Days

Who this is for

Is this you?

Practices billing from one system and working in another
Teams re-keying invoices, contacts and payments
Businesses chasing overdue invoices by hand

Common workflows

What we automate

Outcomes first. Each is scoped to your systems during discovery.

Xero & MYOB integrationInvoices, contacts and payments sync with your practice and CRM.

Invoice & billing automationInvoices drafted from completed work, with reminders for overdue accounts.

Bookkeeping automationRoutine categorisation and reconciliation prepared for review.

Financial reportingRegular summaries generated from live accounting data.

Systems we integrate

Tools as proof, not the pitch

XeroMYOBYour practice management systemYour CRM

We recommend platforms only after discovery, and connect to what you already use wherever we can.

Everything this service covers

Automated accounting & bookkeepingMYOB, Xero & accounting software integrationsInvoice & payment remindersFinancial summaries & reporting

Implementation approach

How we deliver it

01Discover & mapWe map the workflow, systems and hand-offs as they run today.

02Design & buildWe simplify first, then build and test inside your environment.

03Prove for 14 daysWhere suitable, one agreed workflow is measured against your baseline.

04Monitor & optimiseWe monitor what we build and keep improving it.

Example automation

One workflow, start to finish

An illustrative example. Yours is designed around your systems.

TriggerMatter marked complete

Automated step 1Final invoice drafted in Xero

Automated step 2Sent to the client after approval

Automated step 3Payment reminder scheduled

Automated step 4Paid status synced back to the matter

Human reviewAn authorised person approves each invoice before it's issued

Security & human review

Designed secure

Data movement, drafting and reminders are automated. Approvals and final financial decisions stay with authorised people.

Security is a design input from the first architecture decision, not a review before launch.

How we work →

FAQs

Common questions

What can safely be automated?

Moving data, drafting invoices, reminders and preparing reconciliations. Approvals and final decisions stay with authorised people.

Do you replace our accountant?

No. We remove re-keying so your accountant and bookkeeper work from accurate, current data.

How does the 14-day trial work?

We automate one agreed workflow for 14 days at no cost, with access confirmed, a baseline recorded and success criteria agreed up front. You see the measured result before deciding to continue.

Related services

Next step

Your systems, working as one.

Start with a free consultation. If there's a clear first workflow, we can prove it in 14 days.

Book a Free Consultation →Our Process