Finance automation and systems integration
Systems that agree with each other.
We connect the software you already run, and automate the finance work in between.
Systems we work with:
- Xero
- QuickBooks Online
- Sage
- Zoho Books
- Shopify
- Stripe
- Airtable
- WhatsApp Business Platform
- n8n
- Make
- Gmail
The gap
The retyping happens between tools.
We close the gap, so records move on their own.
What we automate
Four jobs, handled by a system.
A receipt becomes a bill, with the original attached.
Photo in, bill out in Xero or QuickBooks Online.
About document intakeClean pairs paired off. The odd ones put in front of a person.
Only the exceptions reach a person.
About matchingSeveral ledgers, one set of figures.
Currency and eliminations handled in the system.
About multi-entity reportingFollow-ups that don't depend on someone remembering.
Chased on a schedule. Stops when it arrives.
About chasing and remindersBuilt so far
Recent builds.
-
Integration
Airtable connected to Xero
Records become Xero contacts and invoices on their own.
-
Finance automation
Funded-deal matching for a finance broker
Lender reports paired against the broker's records.
-
Integration
Inventory across Shopify, Zoho Books and Sage
Orders flow forward. Stock levels flow back.
-
Finance automation
Document intake to Xero and QuickBooks Online
Read, filed and posted with the original attached.
Two ways in
QeloHow we work
Nothing goes live until you've watched it work.
- 01
Intro call
Thirty minutes.
- 02
Process map
How it runs today.
- 03
Written scope
Fixed price, in writing.
- 04
Build and test
Sandbox first, then side by side.
- 05
Handover
Runbook and keys in your name.
Ground rules
Your data stays yours.
- Read-only first
- It proves itself before it writes.
- Your accounts, your keys
- Revoke access in one step.
- A person signs off
- Changes can wait for approval.
- You own what's built
- It keeps running without us.