Does Yes AI work with Splose?

Yes. We build integrations and automations around Splose for Australian practices and small businesses. We connect Splose to the other tools you already use, such as your accounting, CRM, spreadsheets, email and rostering, and automate the admin that currently happens by hand. Splose offers an API, which is how we move data securely between it and your other systems.

What can be automated around Splose?

Common examples include syncing invoices and payments to your accounting system, sending intake packs, reminders and follow ups automatically, keeping client details consistent across tools, building live dashboards from Splose data, alerting staff to failed payments or unclaimed sessions, and running scheduled overnight jobs like reconciliation and reporting. During discovery we find the workflows that waste the most time in your practice and start there.

How long does it take?

Most Splose integrations go live within two to six weeks, depending on how many systems are involved and how tidy the existing data is. A single, well defined connection can be faster. We always test in a sandbox and run in parallel before switching off any manual work, so speed never comes at the cost of accuracy.

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

Yes. Client and health records are sensitive information under the Australian Privacy Act and the Australian Privacy Principles. We keep data inside approved, secured systems, restrict who and what can access it, log what moves where, and build in retention and deletion. The integration is designed to be compliant from day one, and we brief your team on how it handles personal information.

We work in fixed scope engagements rather than open ended hourly work. Most clients start with a paid discovery and build for a clearly defined integration. For broader strategy and automation work our engagements start at $1,000 for a focused BASIC scope, $3,000 for a STANDARD scope, and $10,000 for a STRATEGIC scope. We agree the scope and price up front, so there are no surprises. Book a call and we will size it honestly against what you need.

Do we need in house IT?

No. We own the whole build, from mapping and design through connection, testing and go live, and we monitor it afterwards. Your team stays focused on clients while we handle the technical work. You only need someone who understands how your practice runs to help us during discovery.

What if we also use Xero or MYOB?

That is one of the most common reasons practices call us. We sync Splose with Xero, MYOB, QuickBooks or your spreadsheets so invoices, payments and client details flow through automatically, GST and BAS figures stay current, and the two systems always agree. If you use other tools such as Google Workspace, Microsoft 365, HubSpot or a rostering system, we can connect those as well.

For Australian practices and SMEs running Splose

Splose Integration and Workflow Automation for Australian Businesses

Plenty of Australian practices run Splose beautifully, then lose hours re-keying the same client, booking and invoice into their accounting system, spreadsheets and email. Yes AI builds the two way integration and automates the workflows around Splose, so records stay in sync, admin disappears, and nothing falls through the cracks.

For allied health teams, NDIS providers, clinics and service businesses that live in Splose but still copy data by hand between it and everything else.

Book a Call (03) 9999 7398

Realistic ROI

Hours/week

Admin time recovered

Double entry between Splose and your other tools disappears

Fewer errors

From re-keying data

Each record is entered once and flows everywhere it needs to

Near real time

Records kept in sync

Bookings, invoices and client details stay consistent across systems

2 to 6 weeks

To live

From discovery to a tested integration running in production

Why Automate Around Splose With Yes AI

Splose runs your bookings and clinical admin well. The friction sits everywhere it touches: your accounts, your reports, your email and your spreadsheets. That is exactly what we connect and automate.

Deep discovery before any code

We start by learning how your practice actually runs, where staff re-key data, and which manual steps cause the most pain. The integration is built around your real workflow, not a generic template that ignores how you work.

Tuned to your process

Every practice uses Splose slightly differently. We map your fields, your naming, and your invoicing and claiming habits, then shape the automation to match, so it fits how your team already works instead of forcing a change of routine.

Secure and Australian

We are an Australian consultancy and we treat your client and health data accordingly. Secure connections, restricted access, clear logging, and the Privacy Act and Australian Privacy Principles built into the design from the start.

We own the whole build

One team maps, designs, builds, tests and monitors the integration. You are not left stitching together freelancers or brittle DIY connectors that break the moment Splose or one of your other tools changes.

What We Connect and Automate Around Splose

Six capabilities, all working off the records already held in Splose.

Sync

Two-way sync of the right records

Clients, appointments, invoices and payments flow both ways between Splose and your accounting, CRM or spreadsheets. A change in one place updates the other, so you are never comparing two versions of the truth.

Auto

Automated documents and notifications

Intake packs, appointment reminders, invoices, receipts and follow ups go out automatically at the right moment, using the details already in Splose. No copy and paste, no forgotten emails, no inconsistent wording.

Once

No more double entry

Enter a client, booking or payment once. We push it to your accounting system, your reporting sheet and any other tool that needs it, so nobody re-keys the same data into three places.

Visibility

Live dashboards and reporting

Bookings, revenue, outstanding invoices, no shows and claim status pulled out of Splose into a single dashboard that refreshes automatically, so you see the numbers without exporting a spreadsheet.

Alerts

Exception alerts

When something needs a human, such as a failed payment, an unclaimed session, a missing referral or a stalled intake, the right person gets a clear alert instead of finding out weeks later.

Scheduled

Scheduled jobs

Overnight and end of week jobs run on a schedule in AEST: reconcile invoices, chase overdue accounts, refresh reports, back up records and prepare BAS figures, all without anyone remembering to start them.

Six Australian SME Workflows We Automate Around Splose

Task	Traditional	With Yes AI	Notes
Allied health practice keying every Splose invoice into Xero	Staff re-type invoices and payments into the accounts each week	Invoices and payments sync from Splose to Xero automatically, coded and ready to reconcile	The bookkeeper stops re-typing, GST and BAS figures stay current, and the two systems agree at month end.
NDIS provider tracking claim status across tools	Claim progress lives in staff memory and a spreadsheet	Claim and payment status flows from Splose into a shared dashboard with alerts	Unclaimed and rejected sessions surface immediately instead of being discovered at the end of the quarter.
New client enquiries arriving by web form and email	Reception re-keys each enquiry into Splose and starts intake by hand	Enquiries create the client and start intake automatically, with the welcome pack sent	Nothing sits in an inbox, every enquiry becomes a tracked client, and onboarding starts the same day.
Practice sending appointment reminders and follow ups	Staff send reminders manually, some slip through and no shows rise	Reminders and follow ups send automatically from Splose booking data	No shows drop, staff stop babysitting the calendar, and the message wording stays consistent.
Multi location clinic reporting to owners	Someone exports Splose data and rebuilds a report in a spreadsheet each week	A live dashboard pulls bookings, revenue and utilisation from Splose automatically	Owners see performance across every location in one place, refreshed overnight, with no manual export.
Rostering staff against real booking demand	Rosters built from guesswork, out of step with actual bookings	Booking and availability data flows from Splose into your rostering tool	Rosters match real demand, Fair Work award hours are easier to reconcile, and gaps get spotted early.

Six Integration Realities and How We Handle Them

API rate limits and fair use

The Splose API and your other systems limit how fast data can move. We design the integration to batch and pace updates, retry safely on failure, and stay well inside fair use, so a busy clinic day never breaks the sync.

Field mapping and data hygiene

Two systems rarely name things the same way. Before we connect anything, we agree exactly how each field maps, clean up duplicates and inconsistent records, and decide how blanks and mismatches are handled, so bad data does not spread from one tool to the next.

One source of truth to avoid sync loops

If two systems both think they own a record, they can fight and overwrite each other. We define one source of truth per record type up front, so updates flow in a clear direction and never loop back on themselves.

Australian Privacy Act and the APPs

Client and health records are personal and sensitive information under the Privacy Act and the Australian Privacy Principles. We keep data inside approved, secured systems, restrict access, log what moves where, and build in retention and deletion, so the integration is compliant by design.

Sandbox testing and a parallel run

We build and test in a sandbox against copies of your data, then run the new automation alongside your current process for a short period. You confirm the numbers match before we switch any manual work off.

Change management and staff training

An integration only helps if your team trusts it. We document what now happens automatically, train reception and admin on the new flow and the exception alerts, and stay on hand through the first weeks so the change sticks.

How Yes AI Helps

Discovery and process mapping

We sit with your team, map how Splose is used and where data is re-keyed, and pinpoint the workflows worth automating first for the fastest payback.

We build the whole integration

We build the secure connection between Splose and your accounting, CRM, spreadsheets, ecommerce or rostering tools, and the automations around them. One team owns the whole build.

Data clean up and one source of truth

We tidy duplicate and inconsistent records, agree the field mapping, and set one source of truth per record type, so your systems finally agree with each other.

Monitoring and ongoing support

We watch the integration for failures, alert on anything that needs a human, and adjust it as Splose and your business change, so it keeps working long after go live.

How We Roll It Out

Most Splose integrations are live within two to six weeks, tested and running in production.

Discovery and mapping

We map your Splose setup, your other systems, and every point where data is re-keyed or slips through the cracks. We agree the workflows to automate first and the source of truth for each record.

Design the integration

We design exactly how records flow between Splose and your other tools, how each field maps, and what each automation does, then confirm it with you before writing any code.

Build in a sandbox

We build and connect everything in a safe sandbox using copies of your data, so nothing touches your live systems until it is proven to work correctly.

Test and parallel run

We test every path, including the awkward edge cases, then run the new automation alongside your current process for a short period so you can confirm the results match.

Go live and monitor

We switch it on, retire the manual steps, and monitor the integration with alerts, adjusting as needed so it keeps running cleanly week after week.

FAQ

Book a Call About Your Splose Setup

Tell us how your practice uses Splose and where the admin piles up. We will map the highest value workflows to automate and give you an honest view of what is possible, with no obligation.