Accounting
Xero · MYOB · QuickBooks
You already pay for a booking system, accounting software, a CRM and a few spreadsheets. AnswerWorks connects them — with APIs when they have one, browser automation when they don't — and watches the connection so you never hear from a customer that something didn't sync.
Enquiries · today
NEW BOOKING
HotDoc · Mia K, new patient
CRM
Contact created · tag: new-patient
PATIENT
SMS: “See you Tue 2:30pm”
XERO
Draft invoice · Check-up
What Riley did
Xero · MYOB · QuickBooks
Cliniko · HotDoc · HealthEngine · Dentally · Calendly · Google Calendar
HubSpot · Pipedrive · Zoho · Google Sheets
ServiceM8 · Tradify · simPRO · Google Workspace · Microsoft 365 · Slack
Anything with a login: government, insurer, supplier and legacy portals via browser automation. Not on the list? Ask in the audit.
A new HotDoc or Cliniko booking creates the contact, tags the patient, sends a confirmation, and reminds the day before. No-shows get a rebooking text.
A ServiceM8 quote creates the job, emails the supplier, drafts the Xero invoice, and moves the CRM stage when complete.
Payment moves the deal to won, sends a thank-you, and asks for a Google review three days later.
A → B, one direction, fields mapped with you, tested on real records, with an alert when a record fails.
Bookings ↔ CRM ↔ accounting kept consistent both ways, duplicates handled, and a daily reconciliation report.
We take over the Zapier, Make or n8n setup someone built and left, document it, fix what's fragile, and monitor it.
Included in every Run: alerts that matter. Failed records, expired logins and vendor changes go to the right person by SMS, Telegram or email. Transactional messages only.
We use Zapier, Make and n8n when they fit — they're quick and your team can read them. They stop fitting when a system has no API, when a login expires at 2am and nobody notices, when the monthly task bill passes what a developer would cost, or when the one person who built the zaps leaves.
Then you need someone who can write the code, run it, and be accountable for it. That's the service. Whichever tool we pick, it's documented, monitored, and yours.
No. If it has a login screen, we can connect it with browser automation. It costs a little more to build and needs monitoring (included in Run), but it works.
You create a dedicated integration user in each system with only the access the flow needs. You can see what it does and switch it off at any time.
Run covers it. We get the alert and fix it, usually before you notice.
Yes — that's Rescue & Own. We document it first, so you know what you own.
Usually one to two weeks from the audit, with a test record flowing in the first few days.
Every call answered 24/7 — bookings made, messages captured, confirmations sent by call and text.
ExploreThe portals, PDFs and spreadsheets your team re-keys every week — handled by software.
ExploreA two-week fixed-price sprint that ends with one working agent — voice, chat or back-office.
Explore