MYOB Automation Australia
MYOB is widely used by Australian small businesses and their advisors. OpFlow builds automations that connect MYOB to your other business tools, cutting out manual data entry and ensuring nothing falls through the cracks.
Join the waitlistWhere MYOB users lose time
Chasing overdue invoices by hand
Reviewing aged receivables and sending individual reminder emails or making calls to clients with outstanding invoices.
Re-entering data between MYOB and other systems
Copying invoice details, client records, or payment information into spreadsheets, CRMs, or other tools manually.
Monthly reporting from MYOB data
Exporting MYOB data, reformatting it, and sending reports to stakeholders or advisors every month.
What we automate with MYOB
Invoice reminder sequences
Overdue invoice reminders sent automatically when payment is not received by the due date. Escalating reminders at set intervals.
New contact and invoice notifications
When a new contact or invoice is created in MYOB, your team is notified and the record is created in your CRM or project tool.
Payment received alerts
Automatic confirmation sent to clients when payment is received and matched to an invoice in MYOB.
MYOB data to reporting tools
Key financial data pulled from MYOB and written to Google Sheets, Excel, or a reporting dashboard on a schedule.
How it works
Free Automation Assessment
We review your workflows and identify where automation will save the most time. You walk away with a one-page report of recommended solutions.
Build and deploy
We build your automations, test them with real data, and deploy when everything is working correctly.
Ongoing Bot Care
We monitor and maintain your automations. When something needs updating or an API changes, we handle it.
BAS preparation automation for a nine-person building company using MYOB
A nine-person building company was burning two days every quarter pulling MYOB data into a BAS spreadsheet. Now the workbook fills itself, the bookkeeper reviews instead of assembling, and the team gets a Teams reminder on day 21.
Read the full case study"BAS week used to wreck the front office for two days. Now it's a Wednesday afternoon."
Office manager, regional building company
Getting full value from MYOB?
Book a free Automation Assessment. We will review how you use MYOB and identify the automations that will save the most time for your business.
Join the waitlist