AI Automation
Automation guides
Practical how-tos from automations we run in real businesses.
How to automate Ezypay settlements into Xero
How a weekly Ezypay settlement report becomes a Xero invoice, payment and franchise-fee entries without retyping, and where a person still checks.
Gym and studio owners, and their bookkeepers
Automating your weekly gym KPI report from Glofox
How to pull weekly Glofox reports and staff hours into your KPI workbook automatically, and turn them into a retention call list.
Gym and studio owners
Automating month-end annual leave accruals in Xero Payroll NZ
How to work out annual leave provisions from Xero Payroll (NZ) each month, post the bill or credit note, and avoid double-posting.
NZ accountants, bookkeepers and business owners
Automating intercompany credit-card recharges in Xero
How to turn a shared credit card's intercompany report into supplier bills and payments in each company's Xero, with a plan you review first.
Owners running several companies, and their accountants
Weekly social media reports and content calendar, done by AI
How AI turns your Facebook and Instagram exports into a weekly report and a rolling 4-week content calendar, and what a person still does.
Small business owners who post on Facebook and Instagram
Make every document on-brand with an AI style guide
How to write your brand rules down once as instructions for an AI, so reports, decks and spreadsheets come out on-brand without manual fixing.
Small businesses, especially franchises