Xero Automation Australia
Xero is the accounting platform most Australian small businesses rely on. OpFlow builds automations that connect Xero to the other tools you use, removing the need to re-enter data, manually send reminders, or build reports from scratch.
Join the waitlistWhere Xero users lose time
Manually chasing overdue invoices
Logging into Xero, identifying overdue invoices, and sending reminder emails one by one. Every week.
Re-entering data between Xero and other systems
Copying client details, invoice data, or payment information into spreadsheets, CRMs, or project tools by hand.
Building reports from Xero data
Exporting Xero reports, reformatting them in Excel or Sheets, and sending them to stakeholders every month.
What we automate with Xero
Automated invoice reminders
Overdue invoice reminders sent automatically at set intervals: 7 days, 14 days, and 30 days past due. No manual follow-up.
New invoice notifications
When a new invoice is raised in Xero, a notification is sent to the relevant team member or entered into your project management tool.
Payment received alerts
When a client pays an invoice in Xero, an automatic confirmation is sent and the record is updated in your CRM or spreadsheet.
Xero data to Google Sheets or Excel
Key financial data pulled from Xero on a schedule and written to a spreadsheet for reporting or review.
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.
Daily cashflow snapshot from Xero for a 12-person professional services firm
A 12-person consulting firm was running a weekly cashflow meeting that ate 90 minutes of two directors' time. A Xero-to-Slack daily snapshot replaced the meeting entirely and surfaced a debt-collection issue worth $38,000 in its first month.
Read the full case study"We caught $38,000 of overdue invoicing in the first month just because the number was finally visible every day."
Managing director, professional services firm
Getting full value from Xero?
Book a free Automation Assessment. We will review how you use Xero and identify the automations that will save the most time for your business.
Join the waitlist