MYOB Automation for Small Businesses
Automate the manual work around MYOB that slows your business down
MYOB is the backbone of accounting for thousands of Australian businesses, but connecting it to your CRM, project tools, and communication platforms is a nightmare of manual exports and imports. We build automations that keep MYOB in sync with the rest of your tech stack — so your financial data is always current without the data entry.
Where MYOB falls short
API integrations are more limited than Xero, making third-party connections harder to build
No native sync with popular CRMs like HubSpot or Pipedrive without middleware
Automated invoice follow-up sequences are basic compared to dedicated tools
Reporting across MYOB and other business tools requires manual CSV exports
What we build with MYOB
Auto-create MYOB invoices when jobs are marked complete in your project management tool
Sync CRM contacts and deal data to MYOB so customer records stay consistent
Escalating payment reminder sequences — email, SMS, then a task for your accounts team
Weekly profit and cash flow summaries posted to Slack with data pulled directly from MYOB
Common integrations
Who this is for
Australian small businesses, tradies, and accountants who rely on MYOB and need it connected to their CRM, job management, and communication tools without manual data entry.
Ready to automate MYOB?
Book a free call and we'll map out what MYOB automation can do for your business.