Good morning, Priya. Five things need you.

We're working on one thing you've sent us. Onboarding is at step 3 of 5: access provided.

Needs you

Secure access: Provide Xero API connection
Shared securely through the Vectorfy vault
This week
Due Fri 9 Oct
Provide
Secure access: Provide Karbon workspace access
Shared securely through the Vectorfy vault
This week
Due Fri 9 Oct
Provide
Invoice: Pay invoice INV-0042
$1,815.00 incl. GST · October service
Due Thu 15 Oct
Pay
Testing contact: Confirm who will test the automation
Client onboarding and document chase
Due Fri 16 Oct
Confirm
Proposal: Review the month-end reporting pack automation proposal
Version 2 · PRP-H3XW5N
Due Sat 17 Oct
Review

2 of 5 done

Client onboarding and document chase

Now: Access provided. Billing contacts, discovery authorisation and the system access we need to build.

$1,815.00outstanding, incl. GST

INV-0042 is due Thu 15 Oct.

2 of 4 live

Your automations gave back 41 hours in September 2026, up from 12.5 the month before.

That's $3,895.00 of staff time freed up. It's capacity your team can use elsewhere, not cash saved.

Month-end reporting pack automation
PRP-H3XW5N · Version 2 · $1,450.00 a month + GST
Open
Sent 26 Sep
Client onboarding and document chase
PRP-7Q2K4M · Version 1 · $1,650.00 a month + GST
Accepted
Sent 6 Aug
BAS preparation checklist
PRP-B6RT2D · Version 1 · $2,400.00 + GST
Expired
Sent 10 Jul

3 unread

We received your mailbox access
We'll confirm once we've checked it works.
3 Oct
Invoice INV-0042 is ready
$1,815.00 incl. GST, due 15 Oct.
1 Oct
You saved 41 hours in September
Up from 12.5 hours in August.
1 Oct
Version 2 of your reporting proposal is ready
Andrew updated the proposal after your feedback.
26 Sep
Payment received for INV-0040
Thanks. $1,815.00 paid by card.
12 Sep
Client document chase is live
It runs every weekday morning.
8 Sep