We connect Xero to the rest of your business so data moves on its own - timesheets become payroll, jobs become invoices, and reconciliation stops eating your week. Custom-built, tested on your real workflows, and handed over fully documented.
Common Xero automations
If your team does it repeatedly, we can automate it.
Most teams treat Xero as a destination they type into - re-keying timesheets, copying invoices from a job system, chasing receipts, and coding transactions by hand.
That manual layer is where the hours go and where the errors creep in. The ledger is accurate, but only after someone spends a day a week keeping it fed.
We remove that layer. Xero becomes the end of an automated pipeline, not a data-entry task.
1 day
weekly admin removed for one client
0
manual entry steps in the payroll run
1
source of truth across every site
See it in action: Atlas Scaffolding: on-site site-diary hours flow through to a Xero-ready payroll CSV, eliminating a full day of weekly admin.
These are common starting points - not a fixed menu. Each one is built around how your team actually works.
On-site or app-logged hours flow straight into a Xero-ready payroll run - no spreadsheets, no re-keying.
An accepted quote or completed job becomes a Xero invoice automatically, sent and tracked without anyone retyping it.
Supplier bills and receipts are pulled into Xero with the right account codes and GST treatment already applied.
Transactions are matched and coded before they hit your ledger, so reconciliation becomes a quick review, not a chore.
Keep Xero in step with your CRM, job system, or Airtable both ways - update once, updated everywhere.
Scheduled financial summaries and automatic nudges for overdue invoices land in your inbox without you running a thing.
These are just examples. If you can describe the task, we can almost certainly automate it - Xero or any other tool in your stack. Tell us what's slowing your team down and we'll scope it.
Get in touchNo drawn-out consulting engagements. We scope the highest-ROI task, build it, and hand it over - with no upfront payment.
A 30-minute call to map where your team loses the most time. We identify the highest-ROI task to automate first - no commitment.
We build the automation into the tools you already use and test it against your real workflows - so it works on day one, not after months of tweaking.
You get full documentation and a system your team owns. Pay only once you're satisfied - backed by our 60-day money-back guarantee.
Financial Planning Firm · Australia
Application form processing automated end to end - from a 1+ hour manual job to under 25 seconds, removing a full-time slice of weekly admin.
25s
per form
(was 1+ hr)
30+
hrs/week
saved
Trades & Construction · Hours to Xero
On-site forms flow through to a Xero-ready payroll CSV - eliminating a full day of weekly admin and giving one source of truth for hours across every site.
1 day
weekly admin
eliminated
0
manual entry
steps
Sydney Sports Physio · Two Locations
50 Cliniko SMS replies a day, triaged automatically. Claude classifies each one and routes reschedules to the right physio in seconds.
1-2h
admin saved
per day
~2s
per email
triaged