Business Automation
Set up smarter systems, gain back time and simplify your financial admin
Are you still spending hours each week on manual bookkeeping or admin?
Do your business systems feel messy, slow, or hard to manage?
Are you constantly chasing receipts, approvals or reports?
Would you love a “set and forget” solution that actually works?
Do you want more time back in your day without losing control?
We’re here to help you streamline
Business automation is the use of technology to streamline the parts of your business that are repetitive, time-consuming, or just plain clunky. From quote generation and email reminders to payroll and reconciling accounts, automation takes care of the admin so you can focus on what matters most.
It’s one of the fastest-growing areas of business tech, and for good reason. When done right, it helps you work smarter, not harder.
At Blu Bookkeepers, we make automation feel easy and achievable. We’ll guide you through the best-fit tools for your business, help with setup and integration, and show you exactly how to use them. We provide practical support to help you feel in control and confident.
We’ve trialled and tested a curated list of automation platforms, so you don’t have to. Each one offers unique features designed to simplify your processes, improve accuracy, and support growth.
Ready to ditch the manual admin and upgrade your systems?
Xero
Your everyday accounting essential, backed by Blu.
As certified Xero advisors, we help you migrate from your old system or start fresh with a customised setup tailored to your business. Xero’s cloud-based platform makes day-to-day bookkeeping, payroll, and reporting simple, scalable, and accessible from anywhere.
Key features:
- Cloud-based, real-time access to financial data
- Invoicing, quoting, and reminders made easy
- Full payroll functionality with employee portals
- Seamless integration with add-ons for POS, job costing, and more
- Easy-to-read dashboard with a live snapshot of your financials
Best suited for: Businesses wanting a reliable, paperless accounting system that grows with them.
Dext
Simplify document collection and say goodbye to paperwork.
Dext Prepare takes the pain out of sorting receipts and invoices. Snap a photo, submit, and the data flows straight into your accounting software. It’s one of the easiest ways to streamline financial admin.
Key features:
- Snap, send, and submit receipts and invoices
- Seamless integration with Xero
- Saves hours of manual data entry
- Secure, cloud-based document storage
- Included in all Blu monthly packages
Best suited for: Businesses looking to reduce admin time and stay effortlessly organised.
ApprovalMax
Control, compliance, and clarity over every dollar.
ApprovalMax brings structured, multi-step approval workflows to Xero. It replaces messy email chains and manual approvals with a streamlined system that gives you full visibility over spend.
Key features:
- Multi-role and multi-tiered approval workflows
- Integration with Xero and Dext
- Custom approval rules based on your business needs
- Audit-ready records for every approval
- Reduces risk and enforces financial controls
Best suited for: Growing teams or organisations needing robust financial oversight and accountability.
WorkflowMax
Project management that tracks every job and every dollar.
WorkflowMax lets you manage everything from quotes to invoices in one place. It’s a powerful platform for tracking time, jobs, and profitability across multiple projects.
Key features:
- End-to-end project management
- Job costing and real-time tracking
- Invoicing and time sheet integration
- Custom reports and client management tools
- Scalable across teams and industries
Best suited for: Project-based businesses needing visibility over workflow, time, and profit.
Accelo
End-to-end visibility across your entire client lifecycle.
Accelo centralises all your client work including sales, support, projects and billing, into one system. With powerful automations and custom workflows, it’s ideal for service businesses looking to scale smart.
Key features:
- CRM, project management, and billing in one place
- Ticketing, time tracking, and team collaboration
- Automated workflows and templates
- Deep reporting and real-time dashboards
- Integrates with Xero, G Suite, and more
Best suited for: Professional service businesses looking to manage client work from prospect to payment.
Book a 15-minute discovery call!
Let’s make business finances feel easier.
Whether you’re just starting out or scaling fast, we’ll help you find the right systems, support, and strategy for your goals. Book a free 15-minute discovery call to chat about what you need and how we can help.