Accounting software connection
Job data flows straight into invoicing, no re-keying the same details twice.
What it's worth
Saves 1–3 hrs/week
Who it's for
Anyone still manually typing job details into their accounting software after they're already written down elsewhere.
DIY: how to set this up yourself
A high-level path to a basic version you can build in Claude on your own.
- Check what accounting software you use (Xero, MYOB, QuickBooks) and what it can connect to.
- List where job details currently get written down first: quote, job sheet or app.
- Ask Claude to help map that first entry point straight through to an invoice, cutting the re-typing.
- Set up the connection using your accounting software's existing integrations where possible.
- Test it on a few real jobs before trusting it for everything.
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