Xero Automation for Small Businesses
Automate the bookkeeping tasks Xero can't handle alone
Xero handles your books, but the manual work around it — chasing invoices, matching payments, syncing contacts — eats hours every week. We automate the repetitive financial workflows so your team focuses on advising clients, not data entry.
Where Xero falls short
No native automation for invoice follow-ups beyond basic reminders
Contact sync with CRMs requires manual import/export or paid add-ons
Expense categorisation still needs manual review for most businesses
Reporting across Xero + CRM + project tools is manual
What we build with Xero
Auto-generate and send invoices when projects complete in your PM tool
Sync CRM contacts to Xero automatically when deals close
Escalating payment reminder sequences — email, then SMS, then task for your team
Weekly financial summary reports posted to Slack with key metrics
Common integrations
Who this is for
Australian small businesses, accounting firms, and bookkeepers who want to eliminate manual data entry between Xero and their other business tools.
Ready to automate Xero?
Book a free call and we'll map out what Xero automation can do for your business.