Does Yes AI work with the systems our SME already runs?

Almost certainly yes. We regularly connect the systems Australian SMEs run, including accounting and ERP such as Odoo, NetSuite, MYOB, Xero, Dynamics 365 Business Central and SAP Business One, inventory such as Cin7 and Unleashed, field service such as ServiceM8, simPRO and AroFlo, workforce tools such as Deputy, Tanda and Employment Hero, CRMs such as Pipedrive and HubSpot, ecommerce and POS such as Shopify, BigCommerce, Lightspeed and Square, and practice systems such as Cliniko, Halaxy and Splose. If a system has an API or a reliable export, we can almost always work with it. In the discovery workshop we confirm exactly what is possible for your specific stack.

What can actually be automated?

The repetitive work that moves data between systems or generates paperwork off a trigger. Common examples: pushing online orders into accounting, keeping stock levels in sync across sales channels, raising invoices when a job is completed, flowing approved timesheets into payroll, turning a won deal into a customer and project, sending reminders and statements, reconciling payments, and building the weekly and end of month reports. If your team does it the same way every time by copying data or chasing paperwork, it is a candidate for automation.

How long does it take?

A first integration is usually mapped, built, tested and live within two to six weeks, depending on how many systems are involved and how clean the data is. We deliberately start with one high value flow, prove it in a parallel run, then expand across more systems from there rather than trying to boil the ocean on day one.

Is our data safe, and does this meet the Privacy Act?

Yes. We build with the Privacy Act and the Australian Privacy Principles in mind wherever personal data flows, whether that is customers, staff or patients. Credentials are stored securely, connections use least privilege access, and we agree what data moves where before we build. For health and finance clients we handle consent, retention and data residency carefully from the first workshop. We are an Australian consultancy and your data stays governed by Australian rules.

We work in fixed scope engagements rather than open ended hourly billing, so you know the number before we start. Strategy and planning engagements run at three levels: a BASIC engagement from $1,000, a STANDARD engagement at $3,000 and a STRATEGIC engagement at $10,000, depending on the depth and the number of systems involved. The build itself is quoted as a fixed scope once discovery has confirmed exactly what is being connected. Book a call and we will give you an honest read on which level fits.

Do we need in-house IT to do this?

No. Most of the SMEs we work with have no in-house IT team, which is exactly why they need us. We handle the technical build end to end, document the new flow in plain language, and train your existing staff on what changed. You provide access to your systems and the people who understand how the business runs. We provide everything technical.

What if we also use Xero or MYOB?

That is the most common setup we see and it is well handled. Xero and MYOB both connect cleanly, so we can flow sales, invoices, bills, payments and payroll data between them and your other systems, with the right GST treatment and account coding applied automatically. Whichever accounting package you run, it becomes one connected part of the flow rather than an island your team keys into by hand.

For Australian SMEs running a stack of disconnected systems

SME Business Systems Integration: Make Your Software Talk to Each Other

Most Australian SMEs run a set of good systems that do not talk to each other: accounting in Xero or MYOB, inventory in Cin7 or Unleashed, jobs in ServiceM8, simPRO or AroFlo, rosters in Deputy or Tanda, deals in Pipedrive or HubSpot, sales through Shopify, BigCommerce, Lightspeed or Square. Staff bridge the gaps by hand, re-keying the same order, job or customer into three screens a day. Yes AI connects these systems so information is captured once and flows everywhere it belongs.

We are an Australian consultancy. We map how your business actually runs, build the integrations and automations around the software you already own, and stay on to keep them working. No rip and replace, no offshore black box, and nothing that locks you in.

Book an Integration Call (03) 9003 0111

Realistic ROI

Hours/week

Manual re-keying removed

Every order, job or customer typed once instead of into two or three systems

Fewer errors

From a single source of truth

Data flows automatically, so the typos and missed updates of manual entry disappear

Faster

Order to invoice to paid

Sales, stock and accounting stay in step without someone reconciling spreadsheets each week

2 to 6 weeks

To a live integration

Most SME integrations are mapped, built, tested and running inside a few weeks

Why Automate Around SME Business Systems With Yes AI

Wiring your systems together is the easy part to get wrong. A weekend connector can push a Shopify order into Xero, but it takes real discovery, clean data mapping and one team owning the whole build to stop that same connector quietly creating duplicate contacts, mismatched GST codes or invoices that raise twice. Across accounting, inventory, field service, rostering, CRM and point of sale, that is the difference we bring.

We start with your process, not a product

Before we touch an API key we sit with the people who raise the quotes, pick the stock and chase the invoices, and trace how a real order or job travels from first enquiry to paid. We look for where the same customer gets typed into Pipedrive, then Xero, then Cin7, where stock counts drift apart, and where the genuine bottleneck sits. The build is shaped around that flow, not around whichever two systems happen to ship the tidiest connector.

Tuned to how your business runs

A plumber on ServiceM8 and Xero has almost nothing in common with a wholesaler juggling Unleashed, Shopify and BigCommerce, or a clinic on Cliniko and Halaxy. We match the field mapping, the tax treatment, the job and product types and even your naming conventions to how you actually trade, so a GST free sale, a stock adjustment or a deposit invoice behaves the way your bookkeeper expects rather than the way a template assumes.

Secure, and Australian

We are based here and we treat the Privacy Act and the Australian Privacy Principles as the starting line wherever customer, staff or patient data moves between systems. OAuth tokens and API keys are stored securely, each connection is granted only the access it needs, and we agree exactly what data crosses from one system to another before anything is built. You talk to an Australian consultant during Australian hours, not a ticket number in another timezone.

We own the whole build

One team scopes it, maps it, builds it, tests it and keeps it alive. When Xero rotates a token, when Shopify changes the shape of its order payload, or when you bolt on Deputy or a new sales channel next year, we are the ones who adjust the mapping and keep the data flowing. You end up with an integration that is looked after, not a half built script that breaks the first time a platform ships an update.

What Connecting Your SME Systems Actually Gives You

Six things you actually get once your accounting, inventory, CRM, rostering, field service, ecommerce and practice tools share one connected flow instead of living as separate logins.

Sync

Two-way sync of the records that matter

Contacts, products, sales orders, invoices, jobs and stock levels stay lined up across every system instead of drifting apart. A customer created in HubSpot lands in Xero with the right details, a payment marked in MYOB closes the deal and the statement, a stock movement in Cin7 or Unleashed shows up on your Shopify and Square listings. You nominate which system is the master for each record and the rest follow it, matched on a stable key like email or ABN so you never end up with two of the same customer.

Documents

Automated document and notification flows

Quotes, tax invoices, order confirmations, job cards, statements and reminders are raised and sent off the event that should create them, with the correct GST and account coding already applied. A job closed in simPRO or AroFlo raises the invoice, a fulfilled Shopify order emails the confirmation, an account that tips past its terms gets a courteous reminder. The paperwork keeps itself moving instead of waiting in someone's head or on a sticky note.

One entry

The end of double entry

This is the win most SMEs feel first. An order taken in Shopify, Square or Lightspeed drops straight into inventory and accounting without anyone retyping the line items, and a deal closed in Pipedrive or HubSpot spins up the customer, the project and the first invoice on its own. Every record is captured once, at the moment it is created, and never keyed a second time into a second screen.

Dashboards

Live dashboards across every system

Revenue, stock on hand, cash position, open jobs and wage cost pulled from Xero, Cin7, Deputy and your sales channels into one view you can actually rely on, because it reads the same synced data the automation maintains. See today's takings, the SKUs about to hit zero, the jobs running late and the invoices overdue without juggling five logins or hand building another spreadsheet every Monday.

Alerts

Exception alerts before things break

The automation quietly watches for the failures that cost money without announcing themselves: a Shopify order that did not reach Xero, a product that sold below its reorder point, an invoice that should have raised and did not, a job with nobody rostered, a bank payment that will not reconcile. You get a plain alert with the offending record attached, so you clear one exception today rather than unpicking a fortnight of them at month end.

Scheduled

Scheduled jobs that run overnight

The grinding weekly and end of month tasks run to a schedule on Australian time while the office is dark. Stock reconciliations, sales and margin summaries, timesheet exports from Deputy or Tanda into payroll, BAS and GST extracts, and off site backups all happen on their own and land in your inbox ready to review, so month end becomes a read through rather than a rebuild.

Six Australian SME Integration Plays We Run

Task	Traditional	With Yes AI	Notes
Online retailer selling on Shopify and needing orders in accounting	Staff export orders and retype them into Xero or MYOB each day	Every Shopify order flows to accounting with the right products, GST and customer automatically	Ecommerce and accounting. Orders, refunds and payouts reconcile without manual entry, so the books match the store in real time.
Wholesaler running inventory in Cin7 or Unleashed across two sales channels	Stock counts kept in sync by hand, oversells and stockouts common	One master stock level syncs to Shopify and BigCommerce, purchase orders raise on reorder point	Inventory and ecommerce. A sale on either channel decrements one source of truth, so you stop overselling stock you do not have.
Trades and field service business on ServiceM8, simPRO or AroFlo	Completed jobs re-entered into accounting to raise invoices	Job completion triggers the invoice in Xero or MYOB and notifies the customer	Field service and accounting. The gap between finishing a job and getting paid shrinks from days to minutes with no double keying.
Hospitality or retail group rostering staff in Deputy or Tanda	Timesheets manually collated and typed into payroll each fortnight	Approved timesheets flow to payroll with award and Fair Work rules already applied	Workforce and payroll. Wage cost by site lands in a dashboard, and the fortnightly payroll scramble becomes a review rather than a rebuild.
B2B services firm running sales in Pipedrive or HubSpot	A won deal is re-created by hand as a customer, project and invoice	Closing the deal creates the customer, kicks off onboarding and raises the first invoice	CRM and operations. Sales, delivery and finance share one clean record, so nothing falls through the gap between winning work and starting it.
Allied health or clinic practice on Cliniko, Halaxy or Splose	Appointments, billing and reminders managed across separate screens	Bookings drive reminders, billing and reporting from one connected flow	Practice management. Personal health data is handled under the Privacy Act, with least privilege access and clear consent on what moves where.

Six Integration Realities, and How We Handle Them

API rate limits and quotas

Every platform caps how hard you can hit it, and blowing through the cap halfway through a sync is how you get half written records. Xero allows roughly sixty calls a minute and five thousand a day per organisation, Shopify meters requests through a leaky bucket, and others throttle with little warning. We build within each platform's limits using batching, queues and retry with backoff, and where a system offers no dependable API we agree a scheduled export instead of pretending real time is on the table.

Field mapping and data hygiene

No two systems agree on what a contact, a product or a tax code is: one keys on email, another on ABN, one calls it GST on Income while another says BAS Excluded. On top of that, years of duplicates and half filled fields hide in every SME database. Before go live we map each field in both directions, agree the formats, defaults and matching rules, and clean the duplicates and gaps that would otherwise be copied everywhere at once. This unglamorous tidy up is what decides whether people trust the integration or quietly route around it.

One source of truth to avoid sync loops

If both Xero and your CRM believe they own the customer, an edit in one can ping across to the other and back again, multiplying records until someone notices. With you, we decide which system is the master for each object, the accounting package for invoices, the CRM for contacts, the inventory tool for stock, so updates travel in one clear direction. That single agreement is what stops the looping and duplicate records that sink most do it yourself connectors.

Australian Privacy Act and the APPs

Wherever personal information moves, whether that is customers, staff or patients, the Privacy Act and the Australian Privacy Principles apply. We agree what data crosses between systems, grant each connection least privilege access, keep the credentials secure, and build in retention and deletion where it is warranted. For health and finance clients we work through consent and data residency in the first workshop rather than bolting it on once the plumbing is already live.

Sandbox testing and a parallel run before cutover

We never build straight into your live Xero, Shopify or practice system. Integrations are assembled and tested against sample data in a sandbox, then run alongside your existing manual process for a full cycle so you can compare the automated result against what your team would have keyed by hand. Only when the two match for an entire month, invoices, stock and payments included, do we switch over, so there is never a day the business is flying blind.

Change management and staff training

An integration the team does not understand gets worked around and slowly dies next to a shadow spreadsheet. We bring the people who do the work in from the mapping stage, write the new flow up in plain English, and train staff on what has changed and exactly what to do when an alert fires. The aim is a team that trusts the automation enough to drop the manual backup, not one quietly keeping its own copy just in case.

How Yes AI Helps Australian SMEs

Connect the systems you already own

We link your accounting, inventory, CRM, rostering, field service, ecommerce, POS and practice systems, whether that is Xero, MYOB, Cin7, Deputy, Pipedrive, Shopify, Cliniko or the full stack. We work with what you have rather than pushing you onto new software.

Automate the repetitive workflows

We find the daily and weekly tasks that eat your team's time, the re-keying, chasing, reconciling and reporting, and automate them around your systems so they happen reliably in the background. Your people spend their day on customers and jobs, not on shuffling data.

Give you one source of truth

We agree which system owns each record and keep the rest in sync, then surface the important numbers in a dashboard you can trust. Everyone in the business finally works from the same clean, current data instead of five conflicting versions.

Build it, monitor it and support it

We do not disappear at handover. We monitor the integrations, alert on exceptions, and maintain them as your systems and your business change. You get a partner who keeps the plumbing working, not a one off project that decays.

Our 2 to 6 Week Integration Rollout

We land the first high value connection in a few weeks, prove it against your real numbers, then widen it across the rest of your stack once you can see it working.

Week 1: Discovery and mapping

We sit with the people who run the day to day, trace how an order, job or customer moves through the business right now, and mark every spot where data gets re-keyed or turns stale. We inventory your systems, from Xero and Cin7 to Deputy and Shopify, agree which one owns each record, and pin down what a working integration looks like in your own words.

Week 1 to 2: Design the data flow

We design the flow: the field mapping in both directions, the triggers that fire it, the tax and coding rules, the exceptions and the master system for every record. You sign off a plain language diagram of how a sale or a job will travel between your systems before we write a single line of the build, so nothing arrives as a surprise.

Week 2 to 4: Build in a sandbox

We build against test data in a sandbox, never straight into your live books or store. We clean the data that needs it, wire up the documents, notifications and dashboards, and set each platform's connection to least privilege access with securely stored tokens, so the eventual cutover is a swap rather than a leap.

Week 3 to 5: Test and parallel run

We test every path, the failures included, an order that half syncs, a payment that will not match, a job with no invoice, then run the automation in parallel with your current manual process for a full cycle. You compare the two side by side and confirm the numbers agree before anyone leans on it.

Week 4 to 6: Go live and monitor

We cut over, train your staff on the new flow, and switch on the exception alerts and monitoring. From there we keep it running, add the next system, Deputy, a second sales channel, a practice tool, whenever you are ready, and adjust the mapping as your business and your software keep changing.

FAQ

Book a Call About Connecting Your Systems

Tell us the systems you run and where your team wastes time re-keying. We will map the highest value integration for your business and give you an honest read on scope, timeline and cost. No jargon, no hard sell.