Finance Automation Specialists

Finance Automation & Integration,
Built for Australian SMBs

We connect Xero with Shopify, Salesforce and other platforms so your Accounts Receivable and Payable run automatically — zero manual data entry.

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10+ hrs
Lost Weekly
To manual invoicing & data entry
30+ days
Debtor Delays
Average payment lag without automation
3+ systems
Manually Synced
Xero, CRM & ecommerce reconciled by hand
$0
Duplicate Entry
Cost of re-entering data once integrated

Sound Familiar? The Finance Admin Grind

While you're manually entering invoices, your competitors are already automated.

Accounts Receivable — Shopify to Xero
✕ Before
Manual invoicing
Sales orders from Shopify re-entered manually into Xero, hours later or the next day
✓ After
Instant & automatic
Every Shopify order auto-creates a draft Sales Invoice in Xero in real time
Accounts Payable — Purchase Orders
✕ Before
30+ mins per PO
Purchase Orders typed manually from supplier emails or procurement requests
✓ After
Auto-generated
Draft Purchase Orders created automatically in Xero from your procurement workflow
CRM to Finance — Salesforce to Xero
✕ Before
Double entry
Deals closed in Salesforce, then manually re-entered into Xero by your finance team
✓ After
Seamless sync
Salesforce opportunities auto-create Xero invoices on close — no human touch required

Finance Integration Solutions

Purpose-built integrations for Australian SMBs running Xero

Problem

Shopify orders are manually re-entered into Xero. Finance staff spend hours on data entry instead of adding value.

Solution

We build a real-time integration between Shopify and Xero that automatically creates draft Sales Invoices and Purchase Orders as transactions occur.

Outcome

Zero manual data entry. Accurate, real-time financials in Xero every time an order is placed.

Xero API Shopify Sales Invoices Purchase Orders Real-time sync
Problem

Your sales team closes deals in Salesforce but finance still manually re-enters every invoice into Xero, causing delays and errors.

Solution

We integrate Salesforce with Xero so that when an opportunity is marked as Closed Won, a draft invoice is automatically created in Xero with all the correct details.

Outcome

Faster invoicing, fewer errors, and your finance team focused on collections — not data entry.

Salesforce CRM Xero API Auto-invoicing Closed Won sync
How It Works

Your Finance Automation Journey

From first conversation to live integration in as little as 2–4 weeks

💬
Discovery
We map your current finance workflows and identify where automation will have the biggest impact
⚙️
Integration Build
We design and build your custom Xero integration, tailored to your exact business processes
Testing & Go-Live
We thoroughly test every workflow before going live, ensuring accuracy across all your transactions
🙋
Ongoing Support
We're available on WhatsApp to support you as your business grows and your needs evolve

Results Our Clients Achieve

Real outcomes from Australian SMBs after integrating their finance systems

10+ hrs Saved Weekly
Equivalent to a part-time finance hire
📈
40% Faster Collections
Invoices raised instantly, not days later
2–4 wks Time to Go Live
Fast results, not long IT timelines
Zero Duplicate Entry
Data flows automatically between systems
📋
Xero Certified Partner
Deep Xero API expertise you can trust

Not sure where to start?

Let's map out your finance workflow in a free 30-minute consultation. No obligation, just clarity.

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