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Invoice Check Simpro, ServiceM8 or AroFlo to Xero or MYOB Enquiry and Quote Follow-up Email or web form to a reply your staff approve Job Profit Report Simpro, ServiceM8 or AroFlo with Xero or MYOB KPI Report Jotform, Airtable and n8n Supplier Bill Approval Supplier bills in MYOB or Xero
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Insights: practical how-tos for the work between your systems

Plain-English notes on invoices, enquiries, reports and approvals, and how to automate them without losing control. From Renzo Demartini, Chartered Accountant, in Canberra: drafted with AI from his work and checked before publishing.

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Topic and where it leadsInsights
  1. Job software and accounts Invoice Check A$3,900
  2. KPIs from forms and email KPI Report A$4,900
  3. Job profit and reporting Job Profit Report A$5,900
  4. Quotes and enquiries Enquiry and Quote Follow-up A$4,900
  5. Supplier bills and approvals Supplier Bill Approval from A$3,900
  6. Connecting your tools Fit check, then the Workflow Audit A$990
Fixed prices · AUD · No GSTA person approves

The jobs that eat the week

Each post takes one repeat task and shows how to deal with it.

01 15 posts

Job software and accounts that do not agree

Invoices that do not reach Xero or MYOB, duplicates, and job numbers that do not match.

  • Simpro
  • ServiceM8
  • AroFlo
  • Xero
  • MYOB

The build: Simpro to Xero invoice checks

03 3 posts

Supplier bills and approvals

Duplicate checks and a record of who approved what, in MYOB and Xero.

  • MYOB
  • Xero
  • SharePoint

The build: MYOB supplier bill approval

04 6 posts

Connecting your tools

Where an existing feature is enough, and where Zapier, Make or n8n earns its place.

  • n8n
  • Zapier
  • Employment Hero
  • SharePoint

Where to start: the workflow automation audit

How I write them

  1. First-handFrom work I have done, in plain English.
  2. UsableChecklists you can use without hiring me.
  3. LabelledExamples say so and use sample data.
  4. No invented numbersIf I have not measured it, I do not say it.
  5. AI disclosedEach one is drafted with AI from my own work and checked before it goes live; I read a sample myself.

Read these first

Newest first.

Job software and accounts

· 4 min read

Employment Hero rostering: catch a duplicate shift

A roster template can load a shift twice. Check the week before you publish it, then check that each crew member sees the right shift.

Build behind it: Invoice Check

Job software and accounts

· 4 min read

Employment Hero timesheets: catch a duplicate crew day

Check one crew week before approval: a day entered twice, a wrong finish time, and the gap between approved hours and what payroll receives.

Build behind it: Invoice Check

Job software and accounts

· 5 min read

MYOB vs Xero: test one invoice and part payment

Run one sample trade invoice through both products. Record who it went to, what arrived and what a part payment leaves owing.

Build behind it: Invoice Check

Job software and accounts

· 5 min read

Connect Xero to Claude: read-only connector or MCP server?

The Xero connector in Claude reads your books and cannot change them. What it answers, and when a route that writes is worth the extra controls.

Build behind it: Invoice Check

Job software and accounts

· 5 min read

Xero Practice Manager: automate intake, keep approval

Give an accepted client a job, an owner and a checked scope before work starts, and leave the acceptance with the partner.

Build behind it: Invoice Check

Job software and accounts

· 4 min read

Xero tasks month end checklist: give each check an owner

Xero’s new tasks are personal reminders. A shared register gives each month-end check an owner, evidence and a reviewer, shown on sample data.

Build behind it: Invoice Check

Job software and accounts

· 5 min read

Xero payroll: checks before and after every pay run

A sample pay run split into net wages, PAYG and super, with a named reviewer, the evidence to keep and a stop or go call at each stage.

Build behind it: Invoice Check

Job profit and reporting

· 6 min read

Job costing for trades: four cost lines and a weekly check

Record labour, materials, subcontractors and variations against every job, then compare them with the quote each week while the job is still open.

Build behind it: Job Profit Report

Job software and accounts

· 9 min read

Simpro API: a worked example with n8n

A worked example of the Simpro API with n8n on sample data: the endpoints, the trigger, the checks, where a person approves, and what happens when a call fails.

Build behind it: Invoice Check

Supplier bills and approvals

· 7 min read

MYOB supplier invoice approval without MYOB Advanced

MYOB's bill approval workflow is in MYOB Acumatica, not AccountRight. What MYOB does offer, and the duplicate and purchase order checks I built instead.

Build behind it: Supplier Bill Approval

Connecting your tools

· 5 min read

A new starter is due. Who owns each document handover?

A practical new-starter worksheet to name the document owner, checker, next action and exception route before connecting your systems.

Where to start: the Workflow Audit

Job profit and reporting

· 5 min read

Why monthly reporting takes two days, and how to fix it

A practical checklist for agreeing report definitions, sources, cut-offs and unresolved differences before connecting your business systems.

Build behind it: Job Profit Report

Job software and accounts

· 6 min read

Why are we entering this twice?

A plain-English guide to finding duplicate entry, deciding what should move automatically, and keeping people responsible for what matters.

Build behind it: Invoice Check

If you would rather have it built

Each topic has a fixed-price build behind it. The audit tells you which one is worth doing for your business.

Common problems, the build behind each and its price, AUD, no GST charged
If your problem isThe buildPrice
Invoices going wrong between job software and Xero or MYOBInvoice CheckA$3,900
Supplier bills, duplicates and approvalsSupplier Bill ApprovalFrom A$3,900 · an Invoice Check variant
Enquiries and quotes that waitEnquiry and Quote Follow-upA$4,900
Job profit you can't seeJob Profit ReportA$5,900
KPIs collected by form and emailKPI ReportA$4,900

Prices are in AUD, no GST charged. See all prices. See the builds. What AI automation costs, and what drives the price.

Whole-business change: renzodemartini.com

Looking at AI, automation and systems across the whole business, a roadmap, the change or a board? That's renzodemartini.com. Here you'll find the hands-on, software-specific how-tos, one workflow at a time.

Chartered Accountant (CA ANZ) · MBA · Xero certified · 16 years in finance, operations and systems · Canberra, working across AU and NZ

About Renzo

The same approach runs an agentic finance system I built: 30 agents, about 10,000 automated tests, and a person approves every money decision.

Start with a free fit check by email

A free fit check by email first. The A$990 Workflow Audit is the next step, credited to your build.

Get a free fit check by email The next step after the fit check: the A$990 Workflow Audit

Get a free fit check by email

Send the form with your software, the workflow, your team size and your timing. I reply by email, usually with a question or two, and tell you whether it's a fit. No call needed. If it is, the next step is the A$990 Workflow Audit.

Sending saves your details in HubSpot so I can reply. No mailing list. No payment is taken. How your enquiry is handled.