Whether you're already running MYOB Exo or evaluating your finance and ERP options, we help you understand how accounting, inventory, and job costing should connect to your CRM — so invoicing flows automatically and profitability stops living in spreadsheets.
MYOB Exo is a robust financial ERP for mid-market companies — it handles accounting, inventory management, and job costing. But when Exo sits apart from your CRM, your operational flow breaks: invoices get created from manual notes instead of flowing from your CRM, payment status never reaches your sales team, project profitability lives in financial reports that don't inform operational decisions.
We bridge that gap. We connect MYOB Exo to your CRM so contracts become invoices automatically, payment status flows back to sales, and project profitability is visible across financial and operational systems. Exo becomes part of your revenue cycle, not a separate finance island.
Contract closes → invoice generated and sent to Exo. No manual entry, no delays between commitment and billing.
Sales teams see which invoices are paid, which are overdue, and which are at risk. Better collections, fewer surprises.
Revenue from CRM, costs from Exo, job status from operations — combined to show project profit or loss in real time.
Revenue reports backed by actual pipeline data. Cash flow forecasts based on live invoice aging and order status.
Exo is your financial system choice. We integrate it with Salesforce, HubSpot, Microsoft Dynamics, or any CRM. The pattern stays constant: financial data flows to operational systems, operational context flows back to finance.
MYOB Exo, Xero, NetSuite, SAP — every option has trade-offs. We help you evaluate from an operational lens: how does this system connect to your CRM, your project delivery, and your reporting? The right choice depends on how work flows through your business, not just what the finance team prefers.
We'll help you evaluate MYOB Exo against your operational requirements — not just accounting features, but how it connects to your CRM, project tools, and reporting needs.
Talk to us firstWe'll show you what changes when Exo is properly connected to your CRM and delivery systems — invoicing that flows from project milestones, payment visibility for sales, and job costing that's always current.
Book a ScorecardWe'll map where manual invoicing, payment tracking, and profitability reporting create overhead, and define which Exo-to-CRM data flows would automate your revenue cycle. For those evaluating, we help you understand what integration capacity means for your platform choice.
Book a Scorecard Session15–25 minutes · No obligation · Executive-level output
Where invoices are created manually, payment status isn't visible, or profitability reports are disconnected from operations.
Invoice automation, payment tracking, and profitability reporting — prioritized by impact.
Invoicing automation first, then payment visibility, then reporting integration.