Certifications & Credentials
Salesforce Administrator
Platform App Builder
Agentforce Specialist
Xero Blue Partner
Xero L2 Professional
Claude AI, Connected Directly to Your Xero
Automate your AP coding, AR follow-up, and financial reporting in seconds, not hours. Running live in our own practice. Also specialising in 5B compliance automation for ASX and NSX junior explorers.
Salesforce Administrator
Platform App Builder
Agentforce Specialist
Xero Blue Partner
Xero L2 Professional
While you're manually entering invoices, your competitors are already automated.
Claude AI connected directly to Xero. Built for Australian SMEs and ASX/NSX junior explorers.
Reads your Xero, applies your AASB 6 capitalisation policy, and classifies every line to the correct 5B section. Lodgement-ready in under 15 minutes, with a full audit trail before you lodge.
Bill Coder reads draft bills in Xero and corrects the coding automatically. Debt Chaser drafts chase emails calibrated to each debtor's history. Both done in under 90 seconds.
A plain-English briefing from your live Xero P&L, flagging what matters and surfacing the one decision to act on this week.
A 90-minute live demonstration of Bill Coder, Debt Chaser, and a CFO briefing running on real Xero data, in front of your team.
A structured assessment of your business's digital systems across 8 pillars, delivered as a written report with a prioritised action plan.
End-to-end Xero configuration, plus bridging to Salesforce where relevant, so deals closed in your CRM flow through to invoices automatically.
From first conversation to live integration in as little as 2–4 weeks
Real outcomes from Australian SMEs after integrating their finance systems
Practical guides on Xero automation, Appendix 5B and AI finance workflows for Australian businesses
