Business process automation - do more with what you have

Business process automation replaces manual, repetitive tasks with technology that runs them automatically. In a bookkeeping context, this includes bank rules in Xero that auto-code recurring transactions, automated invoice reminders that chase overdue payments, receipt capture apps like Dext or Hubdoc that extract data and push it into Xero, and workflow tools like Zapier or Make that connect your business apps so data flows between them without manual entry. The result is fewer errors, faster processing, and your team spending time on work that actually requires human judgment

Workflow automation eliminates the time your team spends on repetitive data entry, manual reconciliation, and copying information between systems. A typical small business loses 5 to 10 hours a week on tasks that automation handles instantly - entering receipts, chasing invoices, updating spreadsheets, and re-keying data across apps. Automating these tasks reduces human error, speeds up your financial reporting, and frees your team to focus on work that grows the business rather than maintaining it

Common automations we build for Xero users include bank rules that auto-code recurring transactions, automated invoice reminders and payment follow-ups, receipt and bill capture through apps like Dext or Hubdoc, automatic superannuation payments through Xero super gateway, scheduled report delivery to your inbox, purchase order approval workflows, and data syncing between Xero and your job management, CRM, or inventory apps. The biggest time savings usually come from eliminating manual data entry between systems - for example, syncing timesheets from Deputy directly into Xero payroll

The cost depends on what you are automating. Simple automations like Xero bank rules and invoice reminders cost nothing beyond your existing Xero subscription. App integrations like Dext for receipt capture or Deputy for timesheets typically add $20 to $100 per month per app. Custom workflow automation using tools like Zapier or Make adds another $20 to $100 per month depending on volume. We charge a one-off project fee to design, build, and test your automation workflows, then hand them over. Most small businesses see a return within two to three months through time saved on manual processing

Xero connects with over 1,000 business apps through its app marketplace. The most common integrations we set up for Australian small businesses include Dext and Hubdoc for receipt and bill capture, Deputy and Tanda for time tracking, SimPro, ServiceM8 and AroFlo for job management in trades, Shopify and WooCommerce for ecommerce, Stripe and Square for payments, Float and Fathom for cashflow forecasting, and Employment Hero for HR and payroll. We help you choose the right apps for your business, set up the integrations, and make sure data flows correctly into Xero