Integrations
Connect your systems of record so data flows once — your job system or store ↔ Xero, with no re-keying in the middle.
// service · business automation
Your systems should talk to each other.
Most small businesses run a handful of good tools — Xero, Microsoft 365, a job system — that don't talk to each other, so someone re-keys the same numbers all day. We connect them, automate the repetitive toil, and make the whole thing auditable. The same data, entered once.
// sound familiar?
Where the time goes.
- Re-keying between systemsThe same job, invoice or timesheet typed twice — into one tool and into Xero.
- Coding invoices line by lineBank rules underused or wrong, so every transaction still needs a human.
- Chasing debtors by handNo consistent reminders, so cash comes in late and someone has to remember.
- Month-end that eats daysReconciliation and a report pack assembled by hand, every single month.
// things we've connected
A one-off solution, not a product.
Every integration is built to fix a specific problem — yours — and then it's yours. You're not locked into a platform or a subscription to us. A sample of the systems we've worked with:
- XeroBank-rule and reconciliation automation, scheduled reporting, and API links to other systems of record.
- Microsoft 365 & EntraIdentity, accounts and security wired into the rest of the stack via Microsoft Graph.
- Power PlatformSharePoint, Lists, Power Automate and Power Apps — automations and apps that replace manual steps.
- Job & field managementWorkflowMax and similar — quotes, jobs and timesheets flowing through to the books without double-entry.
- REST & webhook APIsCustom glue between two systems that have no native connector between them.
- AI & document toolsLLM-backed extraction, drafting and summarisation pointed at a real, repeated task.
// what we deliver
The grind, removed.
Bank rules & invoice automation
Reconciliation tuned to how you actually trade, so the routine transactions code themselves and you only touch the exceptions.
Automated AR follow-ups
Consistent invoice reminders and statement runs that go out on time, every time, without anyone remembering.
Scheduled reporting
The monthly pack you actually want — pulled from your systems and rendered on time, instead of rebuilt by hand in a spreadsheet.
// how we keep it safe
Nothing touches your live books without your say-so.
A bad reconcile or a wrong pay run is expensive and hard to unwind, so we don't gamble with it. We build and validate in a sandbox first, and anything that writes to a live system — Xero, payroll, your store — is gated on your explicit approval, reversible and logged. We read and report freely; we never auto-confirm a change to your records.
- → Built & tested in a sandbox first
- → Writes are approval-gated
- → Every change reversible & logged
- → Read-only reporting as the safe first step
// start a conversation
Stop typing the same number twice.
Tell us which systems you run and where the double-entry hurts. We'll tell you straight what's worth connecting now and what can wait — usually starting with a safe, read-only reporting win. Often overlaps spreadsheet replacement.