Eliminate Double Data Entry
Eliminate double data entry: details are entered once and flow to every system that needs them, instead of being typed into two or three.
- 20+ years connecting business systems
- Works with Xero, MYOB and the systems you already use
- Fixed quote after a free chat
Type It Once
The same details, typed again and again. Your team types the same customer into the CRM, then the accounts, then the job system; the same order into sales, stock and the courier's website; and the same hours into timesheets, payroll and job costing. It's slow, and every retype is a chance for a mistake.
We connect your systems so information is entered once and flows to every system that needs it, including Xero or MYOB. You get time back, fewer errors, and the same details in every system.
Where Double Entry Usually Happens
The retyping that eats into your team's week
The Same Customer, Entered Again and Again
Customer details typed into the CRM, then the accounting system, then the job system, then invoicing.
The same details typed again for every new customer, in every system
Misspelt names, wrong phone numbers, different addresses in each system
Enter the customer once and every connected system is updated
Orders Keyed In Several Times
The same order typed into the sales system, stock system, accounts and the courier’s website.
Every order keyed in several times before it is complete
Wrong quantities, wrong prices, wrong delivery addresses
The order is entered once and flows to every system that needs it
Timesheets Retyped
Staff fill in timesheets, then admin retypes them for payroll, job costing and billing.
Admin time every week for every employee
Hours miscounted, time on the wrong job, billing that doesn’t match
Time entered once updates payroll, job costs and client billing
Expenses Recorded Twice
Receipts captured in one app, then entered again in the accounts and the budget spreadsheet.
Daily admin repeating the same entries
Wrong amounts, wrong categories, entries doubled up or missed
Expenses coded and recorded once, everywhere they are needed
Systems We Commonly Connect
CRM to Xero or MYOB
Your CRM (such as HubSpot or Salesforce) → Xero or MYOB → invoicing → job or project system
Customer details, contacts, what they’ve bought, payment terms
Steps You No Longer Do:
- Creating each customer again in the accounts
- Retyping contact details for invoices
- Setting up the same client again for each project
- Updating customer changes in every system by hand
Sales Through to Dispatch
Online store or sales system → stock → warehouse → courier → accounts
Products, quantities, prices, delivery addresses, payments
Steps You No Longer Do:
- Typing orders into the stock system
- Retyping delivery details for dispatch
- Creating invoices by hand from sales
- Entering sales again for reports
Timesheets to Payroll and Billing
Timesheets → staff records → payroll → job costing → client billing
Hours worked, pay rates, which job the time was on, leave balances, staff details
Steps You No Longer Do:
- Retyping timesheets for payroll
- Working out job costs from timesheets by hand
- Adding up billable hours for client invoices
- Tracking leave balances separately
Bank and Expenses to Reports
Bank → expense app → accounts → budget → reports
Amounts, categories, suppliers, job codes, GST
Steps You No Longer Do:
- Coding transactions by hand in the accounts
- Re-entering expenses in the budget spreadsheet
- Pulling reports together from several places
- Entering supplier details in more than one system
How We Do It
Map Where Information Is Retyped
- List the systems where details are entered more than once
- Work out how much time the retyping takes
- Check how each system can be connected
- Pick the connections that save the most time first
You Get: A map of where information is retyped, and a plan to stop it
Connect the Main Systems
- Connect your CRM and accounts so customer details flow across
- Connect sales and stock so orders flow through
- Link timesheets with payroll and job costing
- Set up automatic coding and recording of transactions
You Get: Your main systems sharing information automatically
Automate and Check
- Read details from documents such as supplier bills automatically
- Add checks that catch mistakes as they happen
- Build reports from the connected information
- Test everything and show staff the new way of working
You Get: The rest of the double entry automated
Support and Improve
- Watch for anything that needs a person to fix
- Fine-tune the checks and alerts
- Connect new systems as the business grows
- Help staff with the new processes
You Get: Information entered once, with very little retyping left
Stop Typing the Same Information Twice
Tell us what your team retypes and which systems it goes into. We'll tell you honestly whether an existing app will do the job, or what connecting your systems properly would involve, with a fixed quote after a free initial chat.
Free initial chat • No obligation