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Service 04

ERP, Accounting & Payment Gateway Integrations

Connect ERP platforms, accounting systems (Xero, MYOB, NetSuite), and payment gateways (Stripe, Ezidebit, Airwallex) with your core workflows.

Overview & Practical Delivery

Financial operations depend on accurate ledger synchronization, automated invoicing, recurring direct debits, and seamless merchant payment processing. When payment webhooks fail, invoice data between your CRM and Xero or MYOB doesn't match, or billing workflows require manual intervention, we build, troubleshoot, and maintain reliable integrations between your financial software, payment gateways, and client portals.

Why It Matters for Your Business

Billing discrepancies, delayed invoicing, and failed direct debits directly impact cash flow and client trust. Disconnected payment gateways require manual reconciliation across bank accounts and accounting software. We ensure payment events, invoice records, and client subscriptions sync seamlessly across your entire financial technology stack.

Core Capabilities & Support Tasks

Detailed technical tasks and operational support we handle for your practice:

01

Accounting & ERP Synchronization (Xero, MYOB, NetSuite)

Connecting accounting platforms to practice management and client onboarding tools.

  • Connect CRM deals and customer records to automatically create Xero / MYOB contacts and invoices
  • Troubleshoot API sync errors, tax rate mismatches, and ledger code discrepancies
  • Automate recurring retainer billing and invoice delivery to clients
  • Configure data extraction and reporting feeds between ERP systems and business dashboards
02

Payment Gateway & Direct Debit Integration

Implementing and troubleshooting credit card processing, direct debit, and digital payments.

  • Integrate Stripe, Ezidebit, GoCardless, Pin Payments, and Airwallex into web forms and portals
  • Configure payment webhooks to automatically mark invoices as paid in your CRM and accounting system
  • Automate recurring subscription billing, retainer collection, and direct debit authorization flows
  • Troubleshoot failed payment webhooks, chargeback notifications, and payment gateway API errors
03

Specialist Australian Financial Platforms

Supporting SMSF, trust accounting, and specialized financial software data handoffs.

  • Configure data flows between Class Super / Class Trust, BGL Simple Fund 360, and accounting tools
  • Automate fee deduction schedules and bank transaction reconciliation workflows
  • Integrate multi-currency and FX payment gateways (Airwallex, Stripe) for cross-border transactions
  • Maintain audit-ready logging for all automated financial transactions

Supported Platforms & Technology Stack

Software, platforms, and tools we routinely configure, connect, and troubleshoot:

Xero & Xero Practice Manager MYOB (Business, AccountRight, Practice) QuickBooks Online Oracle NetSuite Stripe & Stripe Billing Ezidebit / GoCardless Pin Payments / Airwallex BGL Simple Fund 360 / CAS 360 Class Super / Class Trust PayPal / BPay Integrations

Common Technical Headaches We Resolve

Typical issues, broken handoffs, and digital errors we troubleshoot and fix:

Stripe or Ezidebit payments completing online without updating the invoice in Xero or MYOB
Webhook dropouts causing client subscriptions or retainer payments to fail to renew
Manual data re-entry required between practice management systems and accounting software
Tax code or line item mapping errors creating reconciliation mismatches in accounting ledgers
Client intake forms failing to create automated payment authorizations or direct debit mandates

What's Included & Ongoing Support Deliverables

When we handle erp, accounting & payments for your business, you get ongoing technical momentum without delay or full-time payroll overhead:

  • Setup and troubleshooting of Xero, MYOB, and QuickBooks API integrations
  • Configuration of Stripe, Ezidebit, GoCardless, and Airwallex payment workflows
  • Automated invoice generation and payment status synchronization
  • Webhook listener maintenance and failed transaction retry logic
  • Ongoing technical support for financial operations and billing teams

Questions About ERP, Accounting & Payments

Direct answers on scope, tools, and technical delivery.

Can you connect our website payment form directly to Xero and Stripe?

Yes. We configure Stripe payment forms to process transactions securely and automatically generate matching paid invoices and contact records inside Xero or MYOB.

How do you handle failed payment notifications and Ezidebit direct debit webhooks?

We configure webhook handlers that listen for payment success, failure, or dishonor events from Ezidebit or Stripe, immediately notifying your accounts team and triggering client follow-up sequences.

Do you support MYOB, QuickBooks Online, and Oracle NetSuite integrations?

Yes. We connect and maintain API integrations across MYOB (Business, AccountRight, Practice), QuickBooks Online, and Oracle NetSuite for client, invoice, and payment data synchronization.

Can you automate invoice generation from our CRM deal stages or onboarding forms?

Yes. When a deal reaches 'Won' or a client completes digital onboarding, we trigger an automation that creates an invoice with line-item accuracy in Xero or MYOB and emails a payment link to the client.

Do you support specialized SMSF and trust accounting tools like Class Super and BGL 360?

Yes. We configure data exchange pipelines and export routines connecting Class Super, Class Trust, BGL Simple Fund 360, and CAS 360 with your reporting tools and document repositories.

How do you troubleshoot reconciliation mismatches and tax code mapping errors?

We audit integration payload logs, line-item GST mapping rules, and chart-of-accounts identifiers to ensure every transaction syncs to the exact ledger account without manual adjustment.

Can you integrate multi-currency payment platforms like Airwallex or Stripe for international billing?

Yes. We configure multi-currency checkout gateways and automated conversion routines for practices serving international investors or overseas clients.

Do you provide accounting, tax, or legal advice?

No. We provide technical software engineering and API support to connect, automate, and troubleshoot your accounting software and payment gateways. We do not provide accounting or tax advisory services.

How do you ensure financial transaction logging is audit-ready and compliant?

All integration events maintain immutable timestamped logs capturing transaction IDs, payload hashes, and server responses for full auditability during financial reviews.

How quickly can your team resolve an urgent payment gateway or webhook outage?

Payment issues are treated with top operational priority. Our engineers diagnose webhook failures and API dropouts immediately to ensure transactions resume processing without revenue delay.

Other Core Services

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Remote Technology Support

Need help with erp, accounting & payments in your business?

Tell us what needs fixing, configuring, connecting or maintaining. We provide experienced remote technology support for Australian financial-services businesses.