MYOB
MYOB is a trusted accounting platform for Australian businesses, but it still relies on manual entry when your other tools don't connect to it. We build the integrations that keep MYOB current without anyone copying data between systems.
Book Free Audit →What we automate with MYOB
- •Re-entering job completions into MYOB from field service tools
- •Syncing customer records between MYOB and your CRM
- •Importing e-commerce orders into MYOB manually
- •Building end-of-month reports by hand from multiple sources
Common MYOB automations
Job-to-invoice sync
Completed jobs in ServiceM8, Tradify, or simPRO trigger invoice creation in MYOB with the right line items and customer details already populated.
CRM contact sync
Customer records stay current across MYOB and your CRM without manual updates when a contact or account changes in either system.
E-commerce order import
Shopify and WooCommerce orders pushed to MYOB automatically so sales are recorded without a daily manual export and import.
Payroll data prep
Timesheet data from scheduling tools compiled and formatted for MYOB Payroll at the end of each pay period, without manual reformatting.
Overdue invoice alerts
Overdue invoices in MYOB trigger automated customer follow-up emails and internal notifications so accounts receivable runs on schedule.
Spend category reporting
Expense data pulled from MYOB and categorised into a weekly or monthly report without a bookkeeper manually formatting a spreadsheet.
Works well with
Frequently asked questions
Can MYOB connect to a CRM like HubSpot or Salesforce?
Yes. We build sync workflows between MYOB and your CRM so customer records, invoices, and payment status stay current across both platforms without manual updates.
Do you work with both MYOB Business and AccountRight?
Yes. We work across MYOB Business (cloud) and AccountRight. The integrations we build depend on which version you're using, but both are supported.
Can you automate invoice creation from job management tools?
Yes. We connect tools like ServiceM8, Tradify, and simPRO to MYOB so a completed job automatically triggers invoice creation with the right items and amounts.
Stop copying data into MYOB every time a job closes.
Book a free audit and we'll show you where the biggest manual bottlenecks are.
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