The Challenge

• Manual PDF invoicing and double data entry across MYOB and Xero

• Payroll split between systems, causing reconciliation gaps

• No structured inventory management or retailer claim tracking

• Disorganised supply chain workflow and untrained staff

• Frequent cashflow shortages and delayed supplier payments

Our Solution

• System Cleanup & Xero Conversion: Rebuilt the company’s financial foundation in Xero — cleaning payroll, MYOB legacy data, and creating structured invoice and payment workflows.

• Inventory Management Setup: Introduced Xero Inventory with mapped sales and COGS accounts, monthly stock reconciliation, and identified the need for an integrated inventory platform.

• Cash Flow Strategy: Built a rolling cashflow model tied to supplier payments and production cycles.

• eCommerce Integration: Integrated WooCommerce and ShipStation with Xero for seamless order processing, freight, and warehouse dispatch.

• Retailer Claims Reconciliation: Developed a claims reconciliation system for Coles and Woolworths with a dispute-tracking workflow.

The Result

• Fully integrated cloud-based financial system

• Structured monthly inventory and cashflow visibility

• Improved collaboration across supply chain and finance teams

• Reliable P&L and SKU-based profitability reporting