A Befree Global company

Xero, MYOB and finance stack integration.

Your tools are good. The connections between them usually aren't. We implement and connect the modern finance stack end to end.

befreeconnect / services / finance-integration
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01Finance Systems Integration

Automated on paper, manual in practice.

Most finance teams have already bought Xero, Dext, ApprovalMax or TaxDome, yet people still copy data between them and trigger steps by hand. We use native integrations where they exist, build connectors where they don't, and test until the data actually flows.

02Finance Systems Integration

What we connect

Accounting

Xero, MYOB, QuickBooks, Sage, NetSuite.

AP automation

Dext, Hubdoc, ApprovalMax.

Practice management

TaxDome, Karbon, FYI.

CRM

Zoho, Salesforce, HubSpot.

Documents

SharePoint, Google Drive, Dropbox.

Communication

Microsoft Teams, Slack.

03How it works

How a project runs

  1. 01

    Stack audit

  2. 02

    Architecture design

  3. 03

    Implementation

  4. 04

    Integration build

  5. 05

    Data migration

  6. 06

    Training and handover

    With documented configuration.

04Finance Systems Integration

Tools we use

  • Native APIs
  • Microsoft Power Automate
  • Zapier
  • n8n
  • Custom connectors in Python and Node.js
  • Microsoft Entra ID and Google Workspace single sign-on

05Outcomes

Benefits

Data entered once

Fewer reconciliation errors

A stack your team can run confidently

FAQ

Frequently asked questions

Short answers to common questions.

Still have a question?

Talk to a specialist. We reply within one business day.

Ask us a questionor call 1300 873 733
Can you fix an existing setup?

Yes. Most projects start with a stack audit.

Do you migrate our historical data?

Yes, with validation and rollback.

Can you merge two finance stacks after an acquisition?

Yes, without losing data or process continuity.

Compliance

Your data, handled properly

Befree is ISO 27001 certified and GDPR compliant. We handle personal information under the Privacy Act 1988 and the Australian Privacy Principles, and under UK GDPR for UK clients. Sensitive fields, such as tax file numbers, are masked before they reach any AI model. Every AI workflow keeps a person reviewing decisions that touch a ledger, a client or a lending outcome.

How we protect your data

Next step

Get your stack working together.

We'll look at the work, the systems and the risks, and tell you what we'd fix first.

  • Free 30-minute assessment
  • A written view within a week
  • Reply within one business day