Connect your care systems. Cut the admin. Trust the reporting.
Australia-wide · integration & automation for care providers
You’ve probably got a care platform over here, Xero or payroll over there, and a CRM that doesn’t quite line up with either. We build the connections — APIs, scheduled jobs, reporting pipelines — so data moves once, stays consistent, and your team spends less time on exports and reconciliation.
Sound familiar?
When your care platform, finance system, and CRM don’t talk to each other, your team ends up as the integration layer — re-keying visits into spreadsheets, chasing CSV exports, and reconciling numbers that should already match. That’s slow, error-prone, and it hides what’s really going on in the business.
- The same client or visit details typed into more than one system
- Critical reporting still built from emailed spreadsheets and manual exports
- Leadership asking for visibility while ops is stuck assembling numbers by hand
- Referrals and intake slipping through because follow-ups live in someone’s inbox
- Finance tying visits, claims, payroll, and invoices together with hours of spreadsheet work
How we help
Most work starts with a concrete problem — messy handoffs, unreliable reports, or tools that were never wired together. Below is how we usually plug the gaps for Australian care providers.
Care platform & workforce integrations
Connect care delivery, rostering, CRM, finance, and reporting so they share one coherent thread of data — fewer handoffs, fewer “which system is right?” moments. We work with your care platform and workforce tools, not a single vendor’s template.
CRM for referrals, intake, and follow-ups
Configure your CRM around how you run referrals, intake, onboarding, and relationships — whether that’s Zoho, HubSpot, Salesforce, or another system your team already uses — so intake isn’t living in ad-hoc lists, spreadsheets, and inbox reminders.
Finance workflow automation
Move data between your care platform, Xero, MYOB, NetSuite, payroll, and claims without your team becoming the copy-paste layer between them.
Power BI reporting pipelines
Build reporting you can stand in front of — pipelines that refresh on a schedule, handle failures visibly, and line up with how finance and operations already think.
CSV and API automation
Turn “export, tweak, upload” into something monitored and repeatable — APIs and jobs where they exist, solid fallbacks where vendors only offer files.
Ongoing automation support
Systems change, vendors ship updates, and processes shift. We help you keep automations running and adjust them when your business does.
Platforms & tools we work with
Examples from real work — not an exhaustive list. If yours isn’t here, we still design around your live systems.
Care & workforce
- The Lookout Way
- ShiftCare
- Deputy
CRM & intake
- Zoho
- HubSpot
- Salesforce
Finance & ERP
- NetSuite
- Xero
- MYOB
- Employment Hero
- KeyPay
Reporting & integration
- Power BI
- Microsoft 365
- Azure
- APIs & webhooks
- CSV & exports
Common workflows we can help with
Every provider’s stack is different — these are typical patterns we design around once we understand your tools and constraints.
- Referral lands in CRM and kicks off a structured onboarding path
- Visit and service data from your care platform feeds a Power BI operational view
- Visit, payroll, and revenue data roll up into profitability and margin reporting
- A failed sync raises an alert in email or Teams before someone notices in a report
- Manual CSV runs replaced by a scheduled pipeline with basic monitoring
- CRM reminders and tasks so intake doesn’t rely on memory and sticky notes
- Finance reconciliation across claims, invoices, and payroll with fewer spreadsheet bridges
- Support at Home reporting that leadership can actually use for decisions
Built from real care operations and integration work
This isn’t generic IT hand-waving — it’s grounded in hands-on work across aged care operations, automation, Power BI, cloud data pipelines, and stitching business systems together. The goal isn’t a diagram with more boxes; it’s data your operations and finance leads can trust when they’re under pressure.
Tell us what’s slowing you down
Book a free 30-minute call. We’ll look at how your systems connect today, where the manual work lives, and what a sensible integration or automation path could look like — no jargon, no obligation.