ELIMINATE MANUAL DATA ENTRY.
INTELLIGENT CLOUD AUTOMATION FOR AUSTRALIAN BUSINESS.
Connect Xero with suitable receipt-capture, e-commerce, payment and approval tools to reduce repetitive processing and improve the flow of information into your accounting system. We configure workflows around your business, software subscriptions and existing approval controls.
Included in Cloud Automation
- ✓ Digital Bill & Receipt Capture: Dext, Hubdoc or supported Xero features can capture document information for review before it is posted to the accounting file.
- ✓ E-Commerce & Payment Integration: Compatible Shopify, Stripe, Square, WooCommerce, PayPal and other connections can be configured where supported by your software and workflow.
- ✓ Receivables Workflow: Customer invoice reminders and supported online payment options can be configured to make debtor follow-up more consistent.
- ✓ Approval & Payment Workflow: Approval tools can support delegated bill approvals, while ABA payment files can be prepared for authorised review and release through your banking process.
CONNECT YOUR ACCOUNTING WITH PRACTICAL CLOUD TOOLS
We help connect suitable cloud accounting tools so repetitive tasks can be reduced, information can move more consistently and key review steps remain under business control.
Bills & Receipt Capture
Capture bills and receipts digitally through compatible apps, with key fields extracted for review before coding and reconciliation.
- Dext / Hubdoc document capture workflows
- Bank-feed matching & supplier rules where appropriate
- Electronic record storage aligned with your record-keeping process
E-Commerce, POS & Payments
Connect compatible sales and payment platforms to Xero so sales, fees and settlement information can be brought into the accounting workflow for reconciliation.
- Automated or scheduled sales & fee posting where supported
- Shopify, WooCommerce, Square & Stripe workflow support
- Multi-currency or inventory integrations where supported
AP, AR & Approval Workflows
Structure supplier bill approvals, customer reminder sequences and supplier-payment preparation while keeping final approval with your nominated business users.
- ApprovalMax or similar approval workflows where appropriate
- Customer reminder sequences & supported payment links
- ABA payment-file preparation for authorised bank upload
ESTIMATE YOUR CLOUD WORKFLOW SUPPORT
Select the options below for an indicative monthly workflow-support estimate. Final pricing is confirmed after reviewing your accounting software, document volume, integrations and approval requirements.
OUR 4-STEP AUTOMATION BLUEPRINT
A structured process for reviewing, configuring and testing connected accounting workflows before they are used day to day.
Process & App Review
We review your current document flow, sales channels, payment tools and approval process to identify repetitive steps that may be suitable for automation.
App & Workflow Setup
We configure the agreed apps and Xero workflow, including relevant account mapping, GST settings, user access and rules where supported.
Workflow Testing & Checks
We test representative transactions and review GST mapping, settlement reconciliation and approval steps before the workflow is handed over.
Final Review & Handover
We review the configured workflow, user access and key controls with your team and provide practical handover guidance within the agreed service scope.
FREQUENTLY ASKED QUESTIONS
Practical answers about connected accounting apps, digital record keeping, approvals and workflow automation for Australian businesses.
READY TO REDUCE MANUAL ACCOUNTING ADMIN?
Speak with the MS Accounting team in Canberra about your current accounting workflow, the apps you already use and where connected cloud tools may help reduce repetitive administration.