Fairlight Digital maps the workflow before touching Xero, XPM, or MYOB. Start with one process: onboarding, billing or BAS-season chasing. Find out what the manual work actually costs before anyone recommends a build.
This is one specialist service. Fairlight also advises on operations and technology decisions more broadly. See all services.
Onboarding-to-Xero workflow map
Billing trigger and exception list
BAS/EOFY chase-up schedule check
Build, fix, or wait recommendation
The expensive part is rarely the button click. It is the unclear billing trigger, the retyped client record, or the BAS chase-up nobody schedules.
What event should trigger the workflow: signed letter, job status, or invoice date?
Which system is the master record: Xero, XPM, or the intake form?
Where does someone copy client or job data between systems by hand?
Which billing exceptions need a partner's judgement, not a rule?
Where does a person need to approve a draft before it goes to a client?
Who owns the workflow once Fairlight hands it over?
Most profitable automation for a Sydney practice removes re-entry and chasing, not the accounting judgement itself. The free conversation decides whether Xero, XPM, MYOB, Zapier, or Make is the right connector for your tools.
A signed engagement letter creates the Xero contact and the welcome email. Where it can be connected, it also creates the practice-tool job, so nobody retypes client details three times.
A completed job creates the Xero invoice draft the same day, instead of waiting for someone to check the WIP report at month-end.
Overdue invoices trigger reminder sequences on a fixed schedule, instead of depending on someone reading the aged debtors report.
A fixed schedule sends document requests to clients ahead of BAS and EOFY, instead of ad hoc chasing once the deadline is close.
Most workflow software vendors sell a new practice management platform. Fairlight does the opposite. We map the onboarding and billing workflow first, then connect what can be connected across Xero, XPM or MYOB, without a migration.
For the full national deep-dive on accounting firm automation, including deliverables and process, see Workflow Automation for Accounting Firms. For general Sydney workflow automation across other workflows, see workflow automation Sydney.
Yes. Fairlight Digital is Sydney-based. Service areas include Sydney CBD, North Sydney, Parramatta, Macquarie Park, Chatswood, the Eastern Suburbs and the Inner West, with remote work across Australia.
No. Fairlight connects the tools your practice already uses. Zapier or Make can link intake forms and Xero without a platform migration. Before proposing a build, we check what XPM, MYOB or FYI support. Tool replacement is a separate decision, made only if the current tools genuinely cannot do the job.
Client onboarding is often a sensible first build for accounting practices. It is more standardised than billing, which often carries partner-specific exceptions, and it fixes the data-quality problem that makes billing automation harder later.
The price depends on the agreed scope and the systems involved. A Workflow Audit may be useful where billing exceptions need deeper investigation.
Wait if billing rules vary by partner and nobody has written them down. Also wait if you are mid-migration between practice systems, or if Karbon Billing or Practice Ignition already handles the workflow.
Yes, when the document-chasing schedule is stable. A reminder schedule for BAS and EOFY document requests removes the ad hoc chasing behind the seasonal spike. First the request schedule and the escalation rule need to be agreed.
Bring your current Xero, XPM, or MYOB setup and how billing works today. We will tell you honestly whether a Workflow Audit is worth scoping.