Integration Hub · Accounting & Finance

Accounting connected to everywhere else the business runs.

Migrations, integrations, continuous reconciliation and management reporting — for businesses running Xero, MYOB, QuickBooks, NetSuite, Odoo or Dynamics 365.

The accounting platform itself is rarely the problem. The gap is the connection between accounting and the systems around it — the job platform, the POS, payroll, the online store, the bank feed.

Accounting & Finance Hub closes that gap. Same-day reconciliation. Same-day invoicing. Migrations that finish in weeks. Management reporting that does not start with a spreadsheet.

  • Day 1 Month-end review, not assembly
  • 3–5 wks Typical cloud-accounting migration
  • Continuous Bank reconciliation, not Friday-afternoon
  • AU-wide Perth-based · servicing Australia
  • Fixed Price scopes, no surprises
  • Migrations MYOB · Xero · QuickBooks · Reckon · NetSuite
The difference a real integration makes

Real outcomes, by solving real accounting workflow problems

  • Month-end in a day
    Month-end takes the team a full working week of exports, manual journals and bank-feed wrangling
  • One customer record everywhere
    The same customer exists in Xero, the CRM and the job platform — three versions of the truth
  • Migrations finish in 3–5 weeks
    MYOB-to-Xero (or Reckon, QuickBooks, Dynamics, NetSuite) sits on the shelf for another year — quoted as a six-month project
  • Continuous bank reconciliation
    Bank rec is a Friday-afternoon spreadsheet — payments and invoices matched by hand, exceptions piling up
  • Client onboarding in a fortnight
    For accounting and bookkeeping firms — new-client onboarding takes a quarter and the first three months are unprofitable
  • Live numbers, not weekly spreadsheets
    Reporting is a three-hour weekly assembly exercise — exports from GL, job system and POS stitched together by hand
Capabilities catalogue

Accounting & finance integration services we deliver

Every capability below has been delivered for a real Australian business — from a single Xero-to-CRM sync to a multi-entity consolidation platform spanning Xero, MYOB and NetSuite. If your scenario is not listed, ask — we build bespoke.

Cloud accounting migrations

Bank reconciliation & payment matching

  • Continuous bank reconciliation automation in Xero and MYOB
  • Auto-coding rules by supplier, reference pattern and amount range
  • Stripe payments matched to Xero invoices the same minute
  • Square POS payments reconciled to MYOB invoices
  • Merchant-fee deduction handling — Stripe, Square, PayPal
  • Foreign currency reconciliation with FX gain/loss journal
  • Partial-settlement and overpayment handling rules
  • Exception queue with audit trail and decision rules logged

Connecting accounting to operations

  • Xero to HubSpot two-way customer & invoice sync
  • MYOB to Salesforce two-way customer & invoice sync
  • ServiceM8 jobs → Xero invoicing with correct tax codes
  • Simpro jobs → MYOB billing with tracking categories
  • Tradify jobs → Xero billing automation
  • Shopify orders → Xero with COGS and inventory
  • WooCommerce orders → MYOB with tax-class mapping
  • Duplicate-prevention rules and contact deduplication tooling

Management reporting & BI

  • Power BI + Xero / MYOB live financial dashboards
  • Multi-entity consolidated P&L and balance sheet
  • Revenue and margin reporting by line of business or job type
  • Debtor days and cashflow forecasting dashboards
  • Bespoke finance dashboards on top of accounting + ops data
  • Looker Studio and Google Sheets refresh feeds for Xero / MYOB
  • Power BI star-schema data model tuned to finance questions
  • Custom dashboard & reporting software

Accounting practice workflow

  • Client onboarding automation for accounting & bookkeeping firms
  • Hubdoc and Dext document collection workflow setup
  • Practice-side validation rules on client data ingestion
  • FYI Docs, Karbon and Nimbus practice-management integration
  • Xero Practice Manager (XPM) integration with firm CRM
  • Trial balance automation inside two weeks of engagement
  • Monthly close workflow with exception queue and review sign-off
  • BAS preparation workflow against live client data

Multi-entity & consolidation

  • Multi-entity Xero consolidation across multiple organisations
  • Multi-entity MYOB AccountRight consolidation across company files
  • NetSuite OneWorld multi-subsidiary implementation
  • Dynamics 365 Business Central multi-company configuration
  • Intercompany journal automation and eliminations
  • Chart-of-accounts mapping across all entities
  • Per-entity GST tracking and BAS preparation
  • Currency translation for foreign-currency subsidiaries
How it connects

Operations in. Books in order. Reports out.

Accounting sits in the middle of the business: every operational event eventually has to land in the ledger, and every management question eventually has to be answered from it. The Hub is the layer that makes the journey through it automatic.

Sales & POS Job invoices Supplier bills Payroll Bank feeds INTEGRATION HUB Accounting & Finance Migrate Sync Report Xero / MYOB / QB ATO / BAS Management pack Power BI dashboards Audit trail & error monitoring Every sync logged · exceptions surfaced
Built on top of Xero, MYOB, QuickBooks, NetSuite or Dynamics 365 — your accounting platform is the destination, not the bottleneck.
What we build

The five things we run in this Hub

Each tab is a typical engagement — migration, sync, reconciliation, reporting, practice workflow. Start with the one that hurts most; the rest can follow in stages.

Every system writes to the same source of truth

What flows. Customer records, supplier records, invoices, bills, payments, items, tracking categories — all two-way synced between accounting and operations. Xero, MYOB, QuickBooks, NetSuite, Odoo, Dynamics 365.

The rules. Source of truth defined upfront for each data type. Duplicate prevention catches near-matches before they create records. Validation rules block bad data at the door, not at month-end.

Bank rec that runs continuously, not on Fridays

Payment matching. When a customer pays a Xero invoice via Stripe or Square, the payment matches the invoice automatically the same minute. The bank feed becomes confirmation, not the trigger for an afternoon of work.

Exception handling. Mismatched payments, partial settlements, foreign currency and merchant-fee deductions get flagged into a small exception queue with full context. The bookkeeper reviews 10 lines on Monday instead of matching 500 on Friday.

Management reporting that does not start with a spreadsheet

The reports owners actually ask for. Revenue by line of business, gross margin by product or job type, debtor days by customer, cashflow forecast, monthly variance against budget. Built once, refresh continuously.

Where it lives. Power BI, Looker, Google Data Studio, or a bespoke dashboard depending on what your team will actually open. The data model behind it is what we care about.

For accounting and bookkeeping firms: onboarding without the pain

The client onboarding workflow. Automated document collection (Hubdoc / Dext-style), validation on ingestion, exception flagging, historical data import and reconciliation, first trial balance inside two weeks. Onboarding moves from a quarter to a fortnight.

The ongoing workflow. Monthly close automated where possible. Client data validated continuously. Bookkeeper turns up to a clean ledger and focuses on advisory work, not data entry. Practice tooling (FYI, Nimbus) integrated where it adds value.

Finance team planning a structured platform migration
Team mapping data flows between accounting and operational systems
Continuous reconciliation matching payments to invoices in real time
Management dashboard with revenue, margin and cashflow metrics
Accounting practice professional reviewing client books on screen
Systems we connect

The accounting and operational platforms we work with

Click any platform for the why / what / how of that specific integration. We extend rather than replace — your accounting platform is the source of truth, not a replacement target.

Integration

Why it matters

What we deliver

How we do it

Benefits

How it runs

An accounting integration project, end to end

Three stages. No surprises. Your live accounting data stays untouched until cutover — delivered personally by the founder.

  1. Week 0

    Accounting Workflow Audit

    15-minute scoping call. We map your accounting platform (Xero, MYOB or both), the systems you need connected, and the specific pain points — bank rec, month-end, multi-entity, AP, reporting. Fixed-price quote inside 48 hours.

  2. Weeks 1–N

    Build & Parallel-Run

    Integration built in a sandbox environment and parallel-run against your live accounting data for two weeks. Every account code, GST treatment and tracking category validated before production. No risk to live ledgers.

  3. Cutover

    Go-Live & Handover

    Production cutover on a planned window — typically a weekend. Team training, reconciliation sign-off, monitoring active. 30 days post-launch support included. Documentation and source code handed over in full.

Founder profile

Kasun Wijayamanna

Founder · Perth, WA · Started HELLO PEOPLE in 2008

18+ Years running HELLO PEOPLE

Founded in 2008. Two decades of technology-driven business transformation across Australia.

100+ Projects delivered

Startups to government agencies across mining, healthcare, legal, education and more.

HDR Researcher · Curtin University

Postgraduate research in Artificial Intelligence and Retrieval-Augmented Generation (RAG).

MBA Oil & Gas

Deep technical expertise combined with strong business and financial acumen.

Perth Based in WA

Serving businesses across Western Australia and nationally.

AU+TH International experience

Professional background in Bangkok, Thailand before migrating to Perth.

PHF Paul Harris Fellow · Rotary

Former President of Rotary Club of Booragoon. Over a decade of community service.

Read the full bio — research, career, community involvement and how HELLO PEOPLE runs projects.

See full founder page
Finance team planning the Reckon to Xero migration cutover
Case study

Reckon Accounts to Xero — cutover with zero downtime

A long-running Reckon Accounts client outgrew the on-premise platform but feared the migration. We ran a structured project: chart-of-accounts mapping, sandbox migration, two weeks of parallel-running, then a Saturday cutover. The team turned up Monday morning to a fully working Xero with full transaction history, all reports rebuilt, all bank feeds reconnected. Zero downtime, zero lost transactions.

Read the full case study
4 weeks Discovery to cutover
Zero Lost transactions or downtime
100% History preserved cleanly
2 days Parallel-run before cutover
What it looks like in practice

Three scenarios we run most often

Actual workflows from working SMBs and accounting practices. The timing is concrete, not aspirational.

  1. Month-end close

    A working day, not a working week

    • 8:00Automated rec runs across all bank feeds overnight
    • 9:00Finance team reviews exception queue (typically 5–15 items)
    • 10:30Intercompany journals auto-generate from sync logs
    • 12:00Management pack drafts itself from live dashboards
    • 14:00Review and minor adjustments
    • 15:30Sign-off; reports ready for management
    • 16:00BAS preparation underway against current data
    • +1 dayReports distributed; team back to advisory work
  2. MYOB to Xero migration

    Structured project, predictable timeline

    • Week 0Scoping call; data audit; chart-of-accounts review
    • Week 1Sandbox migration with sample data; mapping decisions
    • Week 2Full data migration to Xero sandbox; validation
    • Week 3Parallel run with both systems live; daily reconciliation
    • Week 4Cutover weekend; bank feeds reconnected; team training
    • Week 5Both systems still running; daily integrity checks
    • Week 6MYOB retired with confidence; Xero live
  3. Practice client onboarding

    Two weeks instead of three months

    • Day 1Client signs engagement; intake form captures basics
    • Day 1Document collection workflow triggered automatically
    • Day 3Files captured, validated, mapped to chart of accounts
    • Day 5Historical data imported; exceptions flagged for review
    • Day 7Senior reviews exception queue; client questions resolved
    • Day 10First clean trial balance produced
    • Day 14Monthly close workflow live; client is profitable
Where the return comes from

What changes in the first 90 days

Most Accounting & Finance Hub engagements pay back the engagement cost inside one to three months. The first wins are usually month-end speed and bank reconciliation.

Month-end in a day, not a week

Continuous bank rec, automated journals and live management dashboards turn month-end from an assembly exercise into a review exercise. The finance team focuses on accuracy, not data entry.

No more double entry

Customer records, invoices, bills, payments, items — one source of truth across every system. The data enters one place and flows to the rest automatically.

Migrations finish in weeks

Structured projects with sandbox cutover and parallel-running. MYOB↔Xero, QuickBooks→Xero, Reckon→Xero, MYOB→NetSuite — typically 3 to 5 weeks end-to-end, not the year-long horror story.

Bank rec runs continuously

Payment matching happens the moment a customer pays. The bank feed becomes confirmation, not the trigger for Friday-afternoon spreadsheet work. Exceptions flagged before they pile up.

Weekly numbers, not yearly

Power BI or bespoke dashboards refresh continuously from accounting and operational data. The weekly meeting opens with current numbers — revenue, margin, debtor days, cashflow.

Practice clients onboard in a fortnight

For accounting and bookkeeping firms — automated document collection, validation on ingestion, exception flagging. New client engagement goes from unprofitable first quarter to standard margin from week three.

Packages

Three ways into the Accounting & Finance Hub

Start with a connection or a migration. Scale to a full custom finance hub when the business case is there.

Starter Hub — connect accounting to your busiest neighbour

For: SMBs running cloud accounting (Xero, MYOB, QuickBooks) but rekeying from one or two other systems — most often the job platform, POS or eCommerce.

What you get: One or two integrations wired together. Typical combinations: job platform → Xero invoicing, Shopify orders → Xero, Stripe payments → automated reconciliation. Plus a small dashboard surface.

Timeline: 3 to 5 weeks. Fixed-price after a 15-minute scoping call. First piece live inside the first fortnight.

Migration Project — MYOB↔Xero, QuickBooks→Xero, Reckon→Xero

For: businesses needing to change cloud accounting platforms, or older Dynamics / Attaché / Exo / Pronto / Sage installs needing to move to a modern cloud accounting platform.

What you get: Discovery and chart-of-accounts mapping; sandbox migration with sample data; parallel-running with both systems for two weeks; cutover weekend with full team support; history preserved cleanly. Optional cleanup of contact records, GST tracking and reporting categories.

Timeline: 3 to 5 weeks for direct cloud-to-cloud migrations. 6 to 12 weeks for ERP-to-cloud (Attaché, Exo, Dynamics NAV, Pronto). Fixed-price per stage.

Custom Finance Hub — multi-entity, BI, advisory operations

For: mid-market operations (50+ staff or 5+ entities) needing multi-entity consolidation, intercompany journals, advisory-grade BI dashboards, or practice-side workflow tooling.

What you get: Bespoke layer architected for your specific operation — multi-entity consolidation, BI data model, practice-side automation, client-onboarding workflows, custom report packs. NetSuite or Dynamics 365 implementations where the business case justifies it.

Timeline: 3 to 6 months in clearly defined stages. Each stage delivers measurable value before the next begins. Fixed-price per stage, with an ongoing support agreement once live.

Finance team reviewing initial integration scope
Structured platform migration project planning
Mid-market finance team reviewing consolidated operational data

We had been quoted six months and over $80k for our MYOB-to-Xero migration. HELLO PEOPLE scoped it in 15 minutes, came back with a fixed price and a 4-week timeline, and delivered exactly that. Cutover was a Saturday; Monday morning everything was working. Full transaction history. Bank feeds reconnected. Reports rebuilt. The team genuinely could not tell anything had changed except the URL.

Financial Controller Mid-market Australian distributor, Perth
FAQs

Common questions about Accounting & Finance Hub

We already use Xero / MYOB / QuickBooks. Why do we need this?

The accounting platform itself is rarely the problem — the gap is the connection between accounting and everything else (job platform, POS, payroll, online sales). Integration Hub fills that gap. Your team keeps using Xero, MYOB or QuickBooks; the data just flows in and out cleanly.

Should we migrate from MYOB to Xero? Or the other way?

It depends on what the business actually needs — feature parity, integration ecosystem, multi-entity handling, payroll, reporting. We will not push you in either direction. We have run migrations both ways, and we will tell you honestly whether a migration is worth the disruption or whether your existing platform plus the right integration layer is the better answer.

How long does a migration typically take?

MYOB↔Xero, QuickBooks→Xero, Reckon→Xero: 3 to 5 weeks end-to-end including sandbox migration, parallel-running and cutover. Larger ERP migrations (Attaché, Dynamics NAV, MYOB Exo, Pronto) to cloud accounting: 6 to 12 weeks. We deliver in stages so you see progress weekly, not just at cutover.

Will we lose history during migration?

No. History is preserved cleanly — transactions, contact records, invoices, bills, journals all migrate with their relationships intact. Where the destination platform structures data differently, we map it explicitly and document the mapping so your accountant can verify the trail. We do NOT collapse history into opening balances unless you specifically ask us to.

Can you do this for an accounting or bookkeeping practice?

Yes. Practice-side workflow is a specific use case we build for — client onboarding automation, document collection (Hubdoc/Dext-style), validation rules on ingestion, exception flagging, historical data import. Practice management tooling (FYI, Nimbus) integrated where it adds value.

How are projects priced?

Fixed-price after a 15-minute scoping call followed by a deeper requirements session. Migrations are typically priced per stage (discovery, sandbox, parallel-run, cutover, support) so you can adjust scope between stages. No hourly billing that drifts. You know the cost before any work starts.

What happens to our reporting after migration?

Existing reports get rebuilt against the new platform (or migrated where the destination supports them natively). For management reporting and BI, we typically build a separate dashboard layer (Power BI, Looker or bespoke) that pulls from the new accounting platform plus operational systems — better than the standard reports your platform ships with.

Do you support multi-entity and intercompany?

Yes. Multi-entity setups (separate ABNs, subsidiaries, foreign entities) are common in our work — Xero with tracking categories, MYOB Exo with multi-company, NetSuite OneWorld, Dynamics 365 Business Central multi-company. Intercompany journals automated where appropriate. GST and BAS handled per entity.

Tell us what is taking too long

What accounting platform are you on (Xero, MYOB, QuickBooks, NetSuite, Odoo, Dynamics)? What other systems feed it? Where does month-end get stuck? Are you considering a migration? We will respond with a Hub recommendation and a fixed-price scoping call.

Prefer a quick chat? Call 0425 531 127. We answer the phone in Perth.