Quote or job to invoice
An accepted quote or completed job becomes a draft invoice in MYOB, ready to review and send.
Service · MYOB automation · Perth + Remote
MYOB automation, for Australian businesses
Your team should not be copying data into MYOB and chasing invoices by hand. We automate the accounts workflows that quietly eat your week: quote to invoice, debtor follow-up, payroll exports, reconciliation and reporting. Built on the MYOB API with custom connectors where needed, using n8n, Make or Power Automate. Perth-based, working Australia-wide.
On Xero instead? See Xero automation.
10-20hrs
saved per week for most clients
9+
MYOB workflows we commonly build
<1wk
for a single workflow
Perth
in-person or remote AU-wide
01The problem
The MYOB admin that never ends
Someone on your team re-keys data into MYOB, raises invoices one at a time, and exports the same payroll and BAS reports every period. It is hours, every week, forever.
None of it needs a person. MYOB Business has a solid API, and AccountRight can be bridged to cloud tools with the right connector. The work follows the same rules every time, which is exactly what automation is for. We connect MYOB to the tools you already use and let the routine accounts work run itself, with a human in the loop only where judgement is genuinely needed.
Done by hand right nowautomatable
- !Re-keying jobs into invoices. Quote or job details typed into MYOB by hand.
- !Chasing overdue invoices. Manual reminders, one debtor at a time.
- !Exporting payroll data. Running and reformatting payroll reports each period.
- !Preparing the BAS numbers. Pulling GST figures manually before lodgement.
02Workflows
MYOB workflows we automate
Invoice reminders and debtor follow-up
Automatic reminders on a schedule, escalating for overdue accounts, so nobody has to remember to chase.
Payment reconciliation
Match incoming payments to invoices and flag the ones that need a human eye.
Payroll exports and reporting
Pull and format payroll data each period into the summary your team or accountant needs.
Inventory and stock alerts
Trigger reorder notifications or purchase orders when MYOB stock levels fall below threshold.
BAS and GST report prep
Aggregate the GST figures from MYOB into a summary ready for your BAS lodgement.
CRM to MYOB sync
New customers and deals flow from your CRM into MYOB contacts and jobs without double entry.
MYOB to data warehouse or reporting
Push MYOB invoicing, cashflow and job-cost data into your reporting tool or data warehouse on a schedule.
Custom MYOB API integration
Whatever the repetitive step is in your MYOB process, including AccountRight connector work, we will build it.
03Before & after
What it looks like in practice
BEFORE
A service business finishes a job in their scheduling tool, then someone opens MYOB, finds the customer, copies the line items across, raises the invoice, and emails it. Later that week they open AccountRight, run a payroll summary and copy the figures into a spreadsheet for their accountant. Roughly half a day, every week.
AFTER
A completed job creates a draft invoice in MYOB automatically, ready to approve with one click. Overdue accounts get reminders on their own, payroll figures land in the accountant's shared folder each period, and a cashflow snapshot arrives in Teams every Monday. The half-day is back.
04Data & control
Your books, handled safely
Accounts data is sensitive, so we treat it that way. For MYOB Business, automations connect through the MYOB API with scoped access where the API supports it. For older AccountRight files that need a local connector, we handle the connection securely, keeping credentials out of places they should not be and never relying on screen-scraping or shared logins.
Anything that should need a human, approving an invoice, releasing a payment run, stays a human decision. Every automated action is logged so you have an audit trail. If you want the broader picture locked down too, that pairs with our data loss prevention and AI security work.
Run an accounting or bookkeeping practice? See our AI for accountants and bookkeepers service.
Built in by default
- ✓MYOB API with scoped access where available.
- ✓Secure connector handling for AccountRight files.
- ✓Approval steps kept in human hands.
- ✓Every action logged for an audit trail.
- ✓Credentials stored securely, never in the frontend.
05Clients
What our clients say
Josh and the VibeZero team turned a mess of ideas into a working product faster than I thought possible. They actually listened to what we needed, didn't overcomplicate things, and delivered something our team could use straight away. Genuinely one of the best tech experiences I've had as a business owner.
NK
Natasja KleinmanFounder, Flexi Tribe
Working with VibeZero was refreshingly straightforward. No jargon, no upselling, just solid work delivered on time. They understood our business from the first call and built exactly what we asked for. I'd recommend them to any small business looking to actually get results from AI.
BG
Blake GoodDirector, Good Designs
06Related
The full capability list
Consulting, automation, security and training, plus the build and fix work when you need it. These are the eight we lead with; 32 in total. Your AI consultant in Perth, working nationally.
01
AI Consulting
Map your ops, find where AI makes sense, build an implementation plan your team can follow.
Learn more02Automation
n8n, Make, Power Automate, custom integrations. The boring weekly tasks, automated.
Learn more03AI Security & DLP
Stop data leaking into AI tools. Usage policy, M365 controls, Privacy Act and Essential Eight aligned.
Learn more04AI Training
Train your whole team to use AI well. Role-based programs, workshops and coaching across Claude, ChatGPT and Copilot.
Learn more05App Development
Apps, tools, MVPs and internal systems built with AI-assisted dev, with senior engineering oversight.
Learn more06Vibe Code Audit & Fix
Built with Claude, Cursor, Bolt or Lovable? We find what's broken, patch it, hand it back production-ready.
Learn more07AI Agents
Custom agents for CRM, accounting, project management. Built with Claude, GPT and MCP.
Learn more08Agentic Coding
Autonomous coding agents build features end-to-end. We review, steer, and ensure production quality.
Learn more07FAQ
Frequently asked questions
The routine accounts work: turning quotes and jobs into draft invoices, sending invoice reminders and debtor follow-ups, reconciling payments, exporting payroll data, preparing BAS and GST summaries, syncing your CRM contacts into MYOB, and moving MYOB data into a reporting tool or data warehouse. If it is a step a person does on a regular schedule, it is a candidate for automation.
MYOB Business has a REST API with reasonable coverage for invoicing, contacts, payroll and reporting. AccountRight also has an API, though older desktop files need a local connector layer to bridge to cloud automation tools. We have built both. For platform choice, we work with n8n, Make and Power Automate, see our dedicated pages for n8n consulting and Power Automate consulting.
Yes. MYOB Business (the cloud-only product) and AccountRight (which can run against a cloud or local file) have different API surfaces and integration patterns. We scope the right approach for whichever version you are on, including the secure connector handling needed for AccountRight desktop files.
Yes. Where the MYOB API supports scoped access, we use it. For AccountRight connector work, credentials and connection strings are stored securely and never exposed in the frontend. Approval steps, releasing a payment run, sending a payroll batch, stay in human hands. Every automated action is logged. For a broader view, see our data loss prevention and AI security services.
Yes. We are Perth-based and work on-site with businesses across the metro area, and remotely with MYOB users Australia-wide.