Who We Help?
No matter your industry, Forgd Automation creates tailored Xero workflows to simplify your operations, save time, and reduce costs. From trades and manufacturing to professional services and accounting firms, we help businesses thrive.
Automation Solutions That Fit Your Industry
Every business faces unique challenges, but the need to save time, reduce manual work, and operate more efficiently is universal. At Forgd Automation, we’ve worked with businesses of all sizes and industries—from accountants managing their clients to trades, retail, e-commerce, professional services, and more. Our expertise in Xero automations ensures that no matter your field, we can create solutions that simplify your workflows and help you focus on growth.
Why Choose Forgd Automation?
- Proven expertise across diverse industries.
- Tailored solutions designed to meet the unique needs of your business.
- A results-driven approach that ensures measurable improvements.
Accountants and Their Clients
Helping Accountants Automate and Simplify Client Workflows
Accountants often juggle multiple clients, each with their own systems and processes. Forgd Automation provides tailored Xero automations to streamline workflows, reduce admin time, and ensure consistent accuracy across client accounts.
Common Solutions for Accountants:
- Automating invoice reconciliation and payment tracking for clients.
- Creating workflows that sync client CRMs, job management software, or e-commerce platforms with Xero.
- Streamlining data reporting for faster, more reliable insights.
Example Use Case:
- Challenge: An accountant managing multiple clients needed to reduce the manual effort required for reconciliations.
- Solution: Forgd Automation built a workflow that automatically synced client bank feeds and categorised transactions.
- Result: Saved the accountant 10+ hours per month per client.
Professional Services
Streamlining Operations for Professional Services
Whether you’re a consultant, marketing agency, or legal firm, professional services require efficient processes to manage clients, projects, and finances. Forgd Automation helps integrate Xero with your favourite tools to reduce admin work and ensure smooth operations.
Common Solutions for Professional Services:
- Syncing time tracking tools with Xero for accurate invoicing.
- Automating expense tracking and client billing.
- Generating detailed reports for client projects or internal performance tracking.
Example Use Case:
- Challenge: A marketing agency was manually tracking billable hours and creating invoices, leading to delays and errors.
- Solution: Integrated their time tracking software with Xero to automate invoicing.
- Result: Improved invoicing speed by 80% and reduced errors by 90%.
Retail & E-Commerce
Optimising Retail and E-Commerce Workflows
Retail and e-commerce businesses need to move quickly to keep up with customer demands. Forgd Automation creates Xero integrations that simplify inventory management, automate invoicing, and provide real-time financial insights.
Common Solutions for Retail & E-Commerce:
- Automating sales data syncing between e-commerce platforms (Shopify, WooCommerce, etc.) and Xero.
- Integrating inventory management systems with Xero for real-time updates.
- Creating automated financial reports for better decision-making.
Example Use Case:
- Challenge: A boutique retailer was manually entering sales data from Shopify into Xero, wasting hours each week.
- Solution: Built an integration that automatically synced daily sales with Xero.
- Result: Saved 15+ hours per month and eliminated input errors.
Trades & Construction
Making Trades and Construction Operations Efficient
From job tracking to payroll processing, trades and construction businesses rely on accuracy and efficiency. Forgd Automation helps by integrating Xero with job management tools and automating workflows to keep projects on track and reduce admin time.
Common Solutions for Trades & Construction:
- Automating job costing and invoicing.
- Syncing timesheet data with Xero for seamless payroll processing.
- Simplifying expense tracking and reporting for projects.
Example Use Case:
- Challenge: A construction company faced delays due to manual invoicing and payroll processes.
- Solution: Forgd Automation integrated their job management software with Xero for real-time data syncing.
- Result: Reduced payroll processing time by 50% and improved cash flow tracking.
No Matter Your Industry, We Can Help
At Forgd Automation, we pride ourselves on versatility. Whether you’re in logistics, healthcare, education, or another field, we design Xero automations that address your unique challenges. If you use Xero and need to simplify your workflows, we can help.
What We Offer:
- Tailored solutions to fit your specific business processes.
- Seamless integrations with your industry’s preferred tools.
- Ongoing support to ensure your automations continue delivering results.
A Partner You Can Trust Across Industries
With experience working across diverse industries, we understand that no two businesses are the same. That’s why our solutions are always tailored to your needs, delivering real, measurable results that help you save time, reduce costs, and focus on growth.
Our Strengths:
- Versatility: Expertise in serving a wide range of industries.
- Customisation: Solutions built specifically for your business.
- Results: Proven success stories from businesses like yours.
Ready to Transform Your Workflows?
No matter your industry, Forgd Automation is here to help. From accountants to e-commerce stores, our tailored Xero automations eliminate inefficiencies and make your business run smoother. Book your free consultation today and discover how we can simplify your operations.