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Accounting & Finance

Articles, blogs, guides and how-tos about business process automation.

  • Gali

    Gali

    Gali is a platform for building AI-powered chatbots that are trained on your own business data. It targets companies that want to provide instant, accurate answers to customer questions without routing every enquiry through a human agent. By grounding the chatbot in your actual documentation, Gali reduces the risk of generic or incorrect responses that undermine customer trust. Setting up a Gali chatbot involves uploading your knowledge base — FAQs, product docs, help articles, website content — and the platform creates an assistant that can field questions based on that material. The chatbot can be embedded on your website or connected to messaging channels, giving customers access to self-service support at any hour. For businesses considering AI agent development, Gali provides a low-barrier starting point to test how AI assistants perform with real users. Gali also includes lead capture functionality, meaning your chatbot can qualify visitors, collect contact details, and pass warm leads to your sales team. This dual purpose — support and sales — makes it a practical addition for businesses looking to get more value from their website traffic without adding headcount. To get the most out of a tool like Gali, it pays to think about how it fits into your broader operations. Working with AI consultants can help you identify the right use cases, and connecting the chatbot to your CRM or helpdesk through system integrations turns it from a standalone widget into a functional part of your workflow.
    Gali consultants
  • OPN (formerly Omise)

    OPN (formerly Omise)

    OPN (formerly known as Omise) is a payment gateway widely used across Southeast Asia that enables businesses to accept online payments via credit cards, debit cards, internet banking, and local payment methods. For organisations selling to customers in Thailand, Japan, Singapore, and Malaysia, OPN provides the local payment infrastructure that global gateways often lack — including support for PromptPay, TrueMoney, and other region-specific methods. Accepting payments is only the first step. What happens after a payment is confirmed — updating order status, triggering fulfilment, issuing receipts, syncing to accounting software — often involves manual effort that grows unsustainable as transaction volume increases. Osher Digital’s business automation team connects payment gateways like OPN to back-office systems so the entire post-payment workflow runs automatically. OPN provides webhooks that notify your systems when charges succeed, fail, or are disputed. These real-time notifications are the foundation for building responsive automation workflows. Our system integration specialists use these webhook events to trigger order processing, update CRM records, alert support teams to failed payments, and reconcile transactions in accounting platforms. Whether you are running an ecommerce store, a subscription service, or a marketplace serving the Southeast Asian market, OPN handles the payment complexity while Osher Digital’s sales automation services ensure everything that happens after payment is just as smooth and automated as the checkout experience itself.
    OPN (formerly Omise) consultants
  • Microsoft Dynamics 365 Business Central API

    Microsoft Dynamics 365 Business Central API

    Microsoft Dynamics 365 Business Central is an enterprise resource planning (ERP) system that covers finance, supply chain, sales, and operations for small to mid-sized organisations. Its API allows external systems to read and write data — invoices, purchase orders, customer records, inventory levels — without requiring anyone to log into the Business Central interface manually. The real value of the Business Central API emerges when it is connected to the rest of your tech stack. Most organisations running Business Central also use separate tools for CRM, project management, ecommerce, or reporting. Without integration, staff end up re-keying data between systems, which introduces errors and delays. Osher Digital’s system integration services connect Business Central to your other platforms so data flows automatically and stays consistent. Common automations include syncing customer records between Business Central and a CRM, automatically generating purchase orders when inventory drops below a threshold, or pushing invoice data into accounting dashboards. Our business automation team builds these workflows using n8n, which handles the API calls, data transformations, and error handling needed to keep everything running smoothly. If your organisation is spending hours on manual data entry between Business Central and other systems, that time can be reclaimed. Osher Digital’s n8n consultants specialise in building reliable automations around ERP systems so your team can focus on work that actually requires human judgement.
    Microsoft Dynamics 365 Business Central API consultants
  • TD Ameritrade

    TD Ameritrade

    TD Ameritrade is a brokerage platform offering trading services for stocks, options, ETFs, futures, and forex. Its thinkorswim trading platform provides advanced charting, technical analysis tools, and paper trading capabilities. For individual traders and financial services firms, TD Ameritrade’s API opens up the ability to build automated trading systems, portfolio monitoring dashboards, and custom analytics applications. The TD Ameritrade API is where the platform becomes relevant for business automation. It provides programmatic access to account data, market quotes, price history, option chains, and order placement. Development teams use this API to build algorithmic trading strategies, automated portfolio rebalancing, and real-time market data pipelines. When connected to automated data processing workflows, market data can flow into analytics systems and feed reporting dashboards without manual intervention. For financial services organisations, integrating TD Ameritrade data with internal systems through system integrations creates a more complete picture of portfolio performance. Trade execution data can sync with accounting systems, compliance reporting tools, and client communication platforms — reducing the manual reconciliation work that eats into advisory time. Building robust trading automation requires careful architecture and risk management. The API supports order validation, position monitoring, and balance checks that should be built into any automated system to ensure proper safeguards and audit trails.
    TD Ameritrade consultants
  • ReCharge

    ReCharge

    ReCharge is a subscription management platform designed for e-commerce businesses that sell products on a recurring basis. It handles the mechanics of subscription billing — recurring payments, order scheduling, customer self-service portals, and retention tools — so your store can offer subscribe-and-save, subscription boxes, or membership programs without building the infrastructure from scratch. The platform integrates with Shopify, BigCommerce, and other major e-commerce platforms, sitting on top of your existing store rather than replacing it. Customers can manage their own subscriptions — skip deliveries, swap products, change frequency — through a branded portal, which reduces support tickets and improves retention. ReCharge also provides analytics on subscriber lifetime value, churn rates, and revenue forecasting. For growing e-commerce brands, the challenge is not just launching subscriptions but managing them efficiently as order volume scales. That is where automation becomes essential. At Osher, we help e-commerce businesses connect ReCharge to their fulfilment, accounting, and marketing systems through custom integrations and process automation, so subscription operations run smoothly without manual intervention as your subscriber base grows.
    ReCharge consultants
  • Zoho Books

    Zoho Books

    Zoho Books is a cloud-based accounting platform built for small and mid-sized businesses that need to manage invoicing, expenses, inventory, banking, and tax compliance in one place. It handles the core financial workflows — sending invoices, reconciling bank transactions, tracking GST, and generating BAS-ready reports — without requiring a dedicated bookkeeper for every task. Where Zoho Books stands out is its integration ecosystem. It connects natively with the broader Zoho suite (CRM, Inventory, Projects) and offers a well-documented API for connecting to external tools. That means financial data can flow automatically between your sales pipeline, project management, and accounting — reducing double-entry and the errors that come with it. For Australian businesses, Zoho Books supports GST calculations, BAS reporting, and ATO-compliant invoicing out of the box. When paired with workflow automation, it becomes even more powerful. At Osher, we help businesses connect Zoho Books to their broader tech stack using n8n and custom integrations, automating everything from invoice generation to expense categorisation so finance teams can focus on analysis rather than data entry.
    Zoho Books consultants
  • Brex

    Brex

    Brex is a financial platform built for growing businesses that combines corporate cards, expense management, bill payments, and treasury services in a unified system. It replaces the patchwork of traditional business banking, expense reporting tools, and corporate card programmes with a single platform designed for speed, automation, and real-time financial visibility. The problem Brex tackles is familiar to any scaling business: financial operations become messy fast. Employees submit expense reports weeks late, receipts go missing, reconciliation eats up accounting hours, and managers lack real-time visibility into company spend. Brex addresses this by automating expense categorisation, enforcing spend policies in real time, and syncing transactions directly to your accounting software. Brex becomes especially valuable when integrated into your broader financial and operational workflows. Connecting Brex to your ERP, accounting platform, and approval workflows through system integrations means transactions, receipts, and categorisations flow automatically — no manual reconciliation, no month-end scrambles. Layering in automated data processing can extend this further, with AI-powered categorisation of expenses, anomaly detection on spending patterns, and automated compliance reporting. If your finance team is spending too much time on manual expense management and reconciliation, Brex combined with the right integrations can cut that workload significantly. Talk to our team about connecting Brex to your financial systems for end-to-end spend automation.
    Brex consultants
  • Paymo

    Paymo

    Paymo is a project management and time tracking platform built for small to mid-sized professional services businesses. It combines task management, time tracking, resource scheduling, and invoicing in a single tool — reducing the number of separate applications teams need to manage projects from start to payment. The problem Paymo solves is the fragmentation of project data across multiple tools. When tasks live in one app, time tracking in another, and invoicing in a third, project managers spend hours reconciling data instead of managing work. Paymo brings these functions together so you can see project progress, team utilisation, and financial health in one place, without manually stitching data between platforms. Paymo delivers the most value when integrated with your accounting and operational systems. Syncing Paymo with Xero, QuickBooks, or your ERP through system integrations means invoices generated from tracked time flow directly into your accounting software — no double entry, no reconciliation headaches. Combined with business automation workflows, you can automate project status updates, resource alerts, and financial reporting across your entire project delivery pipeline. If your services business is juggling separate tools for project management, time tracking, and invoicing, Paymo can consolidate those workflows. Talk to our team about integrating Paymo with your broader business systems for end-to-end project delivery automation.
    Paymo consultants
  • Helcim

    Helcim

    Helcim is a payment processing platform built for small and mid-sized businesses that need transparent pricing and straightforward merchant services. Unlike many payment processors that bury fees in complex tiered structures, Helcim uses interchange-plus pricing, which means you see exactly what each transaction costs. For Australian businesses dealing with international payments or operating in North American markets, this transparency matters. The platform handles credit card processing, ACH payments, invoicing, and online checkout, all through a single merchant account. What makes Helcim relevant for automation is its API and webhook support, which allows payment events to trigger downstream workflows. When a customer pays an invoice, that event can automatically update your accounting software, notify your fulfilment team, and log the transaction in your CRM without anyone touching a spreadsheet. This is where connecting Helcim to tools like n8n or custom system integrations adds real operational value. Instead of reconciling payments manually at the end of each day, you can build workflows that handle automated data processing in real time. We have worked with e-commerce businesses that cut their payment reconciliation time from hours to minutes by automating the data flow between their payment processor and accounting stack. If your business processes card payments and you are still manually transferring transaction data between systems, Helcim is worth considering as a processor that actually supports the kind of API-driven automation that modern business automation requires.
    Helcim consultants
  • Karbon

    Karbon

    Karbon is a practice management platform designed specifically for accounting firms, bookkeepers, and financial services teams. It combines workflow management, client communication, document handling, and team collaboration into a single system purpose-built for how accounting practices actually operate. If your firm is juggling client work across email threads, spreadsheets, and shared drives, Karbon consolidates that into structured workflows with clear ownership and deadlines. The platform is particularly strong in Australia and New Zealand, where it was originally built. It integrates natively with Xero and other local accounting tools, which makes it a natural fit for firms already operating in that ecosystem. The core value is turning recurring client work, like BAS lodgements, year-end accounts, and monthly reporting, into repeatable workflows that the whole team can follow consistently. Where Karbon becomes even more powerful is when you connect it to the rest of your tech stack through automation. Using tools like n8n, you can build workflows that automatically create Karbon work items when a client signs an engagement letter, sync client documents from cloud storage, or notify your team in Slack when a deadline is approaching. This kind of business automation turns Karbon from a project management tool into the central nervous system of your practice. We have helped accounting firms connect Karbon to their CRM, document management, and data processing pipelines so that client information flows through the practice without manual re-keying. If your firm is growing and the current workflow is held together by tribal knowledge and email chains, integrating Karbon properly is one of the highest-impact improvements you can make.
    Karbon consultants
  • ChargeOver

    ChargeOver

    ChargeOver is a recurring billing and invoicing platform built for subscription-based businesses. It handles automated payment collection, dunning management, and flexible pricing models so your finance team can stop chasing invoices and focus on actual financial strategy. Where ChargeOver gets interesting for Australian businesses is its API-first design. Rather than treating it as a standalone billing tool, you can wire it into your existing accounting software, CRM, and payment gateways to create a fully automated revenue pipeline. That means subscription changes, failed payment retries, and invoice generation all happen without manual intervention. At Osher, we help businesses connect ChargeOver to their broader tech stack using workflow automation tools like n8n. Whether you need to sync billing data with Xero, trigger customer comms from subscription events, or build custom reporting dashboards, we design integrations that actually match how your team works. Check out how we approach system integrations or see a real-world example in our insurance tech data pipeline case study. ChargeOver supports fixed, usage-based, and tiered pricing models, along with a customer self-service portal where subscribers can manage their own accounts. For businesses scaling their recurring revenue, it removes the billing bottleneck that often slows growth.
    ChargeOver consultants
  • Blockchain Exchange

    Blockchain Exchange

    Blockchain Exchange (now part of the broader cryptocurrency exchange ecosystem) provides APIs and trading infrastructure for buying, selling, and managing digital assets programmatically. For businesses and developers building financial applications, portfolio trackers, or trading bots, exchange APIs are the gateway to cryptocurrency markets. The challenge with cryptocurrency exchange integrations is not just connecting to an API — it is managing the complexity of real-time price data, order execution, wallet management, transaction monitoring, and regulatory compliance. Markets operate around the clock, prices move in milliseconds, and a poorly designed integration can result in missed trades or worse. Beyond active trading, many businesses need cryptocurrency data for accounting, tax reporting, portfolio valuation, or compliance monitoring. Pulling transaction histories, calculating cost bases, and reconciling exchange data with your accounting software are common requirements that demand reliable, automated data pipelines. Osher Digital builds cryptocurrency exchange integrations and automated data processing workflows for Australian businesses. Whether you need real-time market data feeding into dashboards, automated trading execution, or exchange data flowing into your accounting and compliance systems, we handle the technical integration work.
    Blockchain Exchange consultants
  • ChartMogul

    ChartMogul

    ChartMogul is a subscription analytics and revenue recognition platform built for SaaS and subscription businesses. ChartMogul connects to your billing systems—Stripe, Braintree, Chargebee, Recurly, and others—and turns raw transaction data into the metrics that actually matter: MRR, ARR, churn rate, LTV, expansion revenue, and cohort analysis. The problem ChartMogul solves is that billing platforms give you transaction data but not business intelligence. Knowing how much you billed last month is different from understanding whether your MRR growth is accelerating, which customer segments have the highest churn, or how your latest pricing change affected expansion revenue. ChartMogul transforms raw billing data into those actionable insights. Where ChartMogul gets particularly useful is when its data feeds into your broader business operations through workflow automation. Churn risk scores can trigger retention campaigns, MRR milestones can notify leadership, and customer health data can route to account managers. Our data processing automation team builds these connections so subscription metrics drive action rather than just sitting in dashboards. If you run a subscription business and find yourself pulling data from your billing platform into spreadsheets to calculate basic SaaS metrics, ChartMogul automates that analysis and gives your team a single source of truth for subscription performance.
    ChartMogul consultants
  • Chargebee

    Chargebee

    Chargebee is a subscription billing and revenue management platform used by SaaS companies, membership businesses, and any organisation that runs recurring billing. It handles subscription lifecycle management, invoicing, payment collection, dunning, revenue recognition, and tax compliance. If your business charges customers on a recurring basis and you are outgrowing basic payment processors, Chargebee gives you the billing infrastructure to manage subscriptions properly. The platform supports multiple pricing models — flat rate, per-unit, tiered, and usage-based — and integrates with payment gateways like Stripe, PayPal, and Braintree. Finance teams, product managers, and operations staff use Chargebee to manage plan changes, trials, coupons, and add-ons without needing engineering support for every billing change. Its reporting dashboard provides real-time visibility into MRR, churn, and revenue metrics. At Osher, we integrate Chargebee into broader business workflows using n8n. That means subscription events — new sign-ups, upgrades, cancellations, failed payments — can automatically trigger actions in your CRM, accounting software, customer success tools, and internal dashboards. We built a similar subscription-triggered workflow for a talent marketplace that needed billing events to drive access provisioning and team notifications. If your team is manually updating systems when subscriptions change or chasing failed payments by hand, our system integration and business automation teams can connect Chargebee to the rest of your operations.
    Chargebee consultants
  • PayPal

    PayPal

    PayPal is a global payment processing platform used by millions of businesses to accept online payments, send invoices, and manage transactions. It supports credit cards, debit cards, bank transfers, and PayPal balance payments across most countries. If you run an ecommerce store, subscription service, or marketplace, PayPal is likely already part of your payment stack. Beyond basic checkout, PayPal offers invoicing, recurring billing, seller protection, and a suite of APIs that let developers build custom payment flows. Small businesses use it for simple invoice-and-pay setups, while larger operations integrate PayPal into complex checkout systems alongside Stripe, Afterpay, or bank transfer options. At Osher, we connect PayPal to our clients accounting, CRM, and fulfilment systems using n8n. That means payment events can automatically trigger invoice generation in Xero, update customer records in your CRM, or kick off order fulfilment workflows — no manual data entry required. We built a similar payment-triggered automation for a property inspection company that needed seamless order-to-delivery processing. If your team is manually reconciling PayPal transactions or copying payment data between systems, our system integration team can build an automated workflow that keeps everything in sync. Talk to us about connecting PayPal to the rest of your operations.
    PayPal consultants
  • Marketstack

    Marketstack

    Marketstack is a REST API that provides real-time, intraday, and historical stock market data for over 70 global exchanges. It covers stock prices, end-of-day data, splits, dividends, and ticker information — all accessible through a simple API that developers can integrate into financial applications, dashboards, and automated workflows. Financial analysts, fintech startups, portfolio managers, and data teams use Marketstack to pull market data into their applications without building complex exchange connections. It supports major exchanges including ASX, NYSE, NASDAQ, and LSE, making it a practical choice for Australian businesses that need both local and international market data. At Osher, we integrate Marketstack into n8n workflows that automate financial data collection and reporting. For example, a workflow can pull daily closing prices for a watchlist of stocks, compare them against thresholds, and send alerts or update dashboards automatically. This is especially useful for teams that need timely market data without manually checking multiple sources. Visit our automated data processing page to see how we build data pipelines like this. If your team is manually pulling stock data from websites, copying it into spreadsheets, or building reports by hand, a Marketstack integration can automate that entire process and deliver the data exactly where you need it.
    Marketstack consultants
  • Invoice Ninja Trigger

    Invoice Ninja Trigger

    Invoice Ninja Trigger is an automation node that fires when specific events occur in Invoice Ninja — an open-source invoicing and billing platform used by freelancers, agencies, and small businesses. Events include new invoices created, payments received, quotes accepted, and clients added. Invoice Ninja handles quoting, invoicing, payment tracking, expense management, and time tracking. The Trigger extends its capabilities by connecting billing events to external systems — your accounting software, CRM, project management tools, or notification channels — so that downstream processes kick off automatically when financial events occur. At Osher, we build Invoice Ninja Trigger workflows in n8n that automate the tasks that follow billing events. When a client pays an invoice, the workflow can update your accounting system, notify your project manager, provision access to services, and send a thank-you email — all within seconds. See how we approach financial data automation on our automated data processing page. If your team is manually reconciling Invoice Ninja data with your accounting software or chasing payment notifications across multiple channels, we can automate those workflows so your financial operations run smoothly without the manual overhead.
    Invoice Ninja Trigger consultants
  • PayPal Trigger

    PayPal Trigger

    PayPal Trigger is an automation node that fires whenever a specific event occurs in your PayPal account — such as a new payment received, a refund issued, or a subscription created. It allows businesses to react to payment events in real time without constantly checking PayPal manually. E-commerce businesses, SaaS companies, and service providers use PayPal Trigger to automate post-payment workflows. When a customer pays, the trigger can automatically update your accounting software, send a confirmation email, create a record in your CRM, or provision access to a digital product — all without human intervention. At Osher, we build PayPal Trigger workflows in n8n that connect your payment data to the rest of your business systems. This means orders are processed faster, financial records stay accurate, and your team does not need to manually reconcile payments across multiple platforms. We have built similar payment automation workflows for clients across e-commerce and professional services — see our property inspection company case study for an example of how payment and invoicing automation can transform a business. If your team is manually checking PayPal for new payments and then updating spreadsheets, CRMs, or accounting tools, a PayPal Trigger integration eliminates that repetitive work entirely. Visit our automated data processing page to learn more about how we handle these kinds of workflows.
    PayPal Trigger consultants
  • Chargebee Trigger

    Chargebee Trigger

    Chargebee is a subscription billing and revenue management platform that handles recurring payments, invoicing, tax calculations, and subscription lifecycle management. The Chargebee Trigger node in n8n fires when billing events occur — new subscriptions, renewals, cancellations, failed payments, and invoice updates. SaaS companies, subscription box businesses, and any organisation with recurring revenue models use Chargebee to manage their billing operations. Finance teams, customer success managers, and operations staff rely on it to keep subscription data accurate and payments flowing. Osher uses the Chargebee Trigger to build automated billing workflows with n8n. When a subscription event fires, we can update your CRM, adjust user access in your product, notify your finance team, trigger dunning sequences for failed payments, and sync revenue data to your accounting platform. Our sales automation services regularly include Chargebee as part of the revenue operations stack. If your team is manually updating systems when subscriptions change, reach out to automate your billing workflows.
    Chargebee Trigger consultants
  • Invoice Ninja

    Invoice Ninja

    Invoice Ninja is an open-source invoicing and billing platform that helps freelancers, small businesses, and agencies manage quotes, invoices, payments, and expenses from a single dashboard. It supports recurring invoices, multiple payment gateways, and client portals — making it a practical choice for teams that want full control over their billing without paying per-seat fees to closed-source alternatives. Where Invoice Ninja really shines is in automation. By connecting it to workflow tools like n8n, businesses can automatically generate invoices when projects hit milestones, send payment reminders on schedule, sync transactions with accounting software like Xero or QuickBooks, and update CRM records when payments land. This removes the manual copy-paste work that slows down finance teams and introduces errors. At Osher, we help businesses integrate Invoice Ninja into their broader operational stack. Whether you need invoices triggered by form submissions, payment data flowing into your reporting dashboards, or client onboarding workflows that include automatic billing setup, our business automation team builds it end to end. If your invoicing process still involves manual data entry or chasing payments by hand, there is a better way. Get in touch to talk through how Invoice Ninja fits into your workflow.
    Invoice Ninja consultants
  • Xero

    Xero

    Xero is a cloud accounting platform widely used across Australia and New Zealand for invoicing, bank reconciliation, payroll, expense tracking, and financial reporting. It has become the default accounting tool for small and mid-sized Australian businesses, with most accountants and bookkeepers supporting it directly. While Xero handles core accounting well, most organisations use it in isolation. Invoices are created manually, bank transactions are reconciled one by one, and financial data is exported to spreadsheets for reporting. This manual handling creates bottlenecks, delays financial visibility, and introduces errors that are difficult to trace back through the system. Our business automation team at Osher connects Xero to the rest of your business operations. We build workflows that automatically generate invoices when projects are completed or orders are fulfilled, reconcile bank transactions against expected payments, sync customer and supplier data between Xero and your CRM, and push real-time financial metrics into dashboards your leadership team actually checks. For organisations running e-commerce, we connect Xero to platforms like Shopify so every online sale is automatically recorded with the correct revenue account, GST treatment, and customer details. No manual data entry, no end-of-month scramble to match transactions.
    Xero consultants
  • ERPNext

    ERPNext

    ERPNext is an open-source enterprise resource planning system that covers accounting, inventory, HR, manufacturing, CRM, and project management in a single platform. It is a full-featured alternative to SAP and Oracle ERP for small and mid-sized organisations that need integrated business management without the six-figure licensing costs. The core problem ERPNext solves is data fragmentation. When accounting lives in one system, inventory in another, and HR in a third, teams spend hours reconciling data and making decisions based on incomplete information. ERPNext brings these functions together so everything from purchase orders to employee leave balances lives in one place. At Osher, we connect ERPNext to the rest of your technology stack through our system integrations practice. Common projects include syncing ERPNext with e-commerce platforms so orders automatically update inventory and accounting, connecting ERPNext to payment gateways for automated reconciliation, and building reporting pipelines that pull ERPNext data into business intelligence dashboards. We also build custom automation within ERPNext itself: approval workflows for purchase orders, automated invoicing triggered by delivery confirmation, and alert systems that notify managers when stock levels or cash flow metrics cross defined thresholds.
    ERPNext consultants
  • Odoo

    Odoo

    Odoo is an open-source business management suite covering ERP, CRM, accounting, inventory, manufacturing, HR, and e-commerce in a single modular platform. The n8n Odoo node lets you automate interactions with Odoo’s database — creating and updating records across any Odoo module, syncing data with external systems, and triggering workflows based on changes in your Odoo instance. Businesses running Odoo use this integration to connect their ERP to the rest of their tech stack. When a new sales order is confirmed in Odoo, an n8n workflow can send a confirmation email to the customer, update the project management board, and notify the warehouse team in Slack. When inventory levels drop below a threshold, another workflow can generate purchase orders or alert the procurement team. Osher builds robotic process automation workflows that extend Odoo’s capabilities without requiring custom Odoo module development. We connect Odoo to payment gateways, shipping providers, marketing platforms, and reporting tools using n8n as the integration layer. This is faster and cheaper than building custom Odoo integrations in Python, and easier to maintain because the logic is visible in a workflow diagram rather than buried in code. The n8n Odoo node uses Odoo’s XML-RPC API and supports all standard and custom models. You can create, read, update, and delete records in any Odoo model — contacts, leads, invoices, products, stock moves, manufacturing orders, and more. It works with both Odoo Community and Enterprise editions, and supports both cloud-hosted (Odoo.sh) and self-hosted instances.
    Odoo consultants
  • CoinGecko

    CoinGecko

    CoinGecko is a cryptocurrency data aggregator that provides real-time and historical pricing, market capitalisation, trading volume, and exchange data for thousands of digital assets. As an integration node, it allows automation workflows to pull structured crypto market data directly into your pipeline without building custom API connections or writing any code. Crypto traders, portfolio managers, DeFi operators, and fintech companies use the CoinGecko integration to feed accurate market data into dashboards, alerting systems, reporting tools, and trading workflows. Instead of manually checking prices across multiple exchanges or building scrapers that break when APIs change, the data arrives structured and ready for processing. Osher connects CoinGecko data feeds into automated reporting and alerting workflows using n8n. Our custom AI development team builds systems that combine CoinGecko market data with AI-driven analysis to generate portfolio summaries, trigger price alerts across multiple communication channels, and feed real-time pricing into financial models and dashboards without any manual data gathering or spreadsheet updates.
    CoinGecko consultants
  • Microsoft Excel 365

    Microsoft Excel 365

    Microsoft Excel 365 is a cloud-based spreadsheet platform that connects to automation workflows through its REST API. As an integration node, it allows workflows to read, write, update, and delete rows in Excel workbooks stored on OneDrive or SharePoint, turning your spreadsheets into live data sources rather than static files that sit untouched between manual updates. Finance teams, operations managers, and analysts who rely on Excel for reporting, tracking, and data collection use this integration to stop manual data entry. Instead of downloading reports, updating cells by hand, and re-uploading files every week, the data moves automatically between Excel and your other business systems on whatever schedule you define. Osher builds Excel 365 integrations that connect your existing spreadsheets to CRMs, accounting platforms, project management tools, and internal databases. Our automated data processing workflows pull data from Excel for transformation, push processed results back into formatted workbooks, and keep shared spreadsheets synchronised across your entire organisation without anyone opening a file to copy and paste values manually.
    Microsoft Excel 365 consultants

  • Crypto

    The Crypto node in n8n performs cryptographic hashing and HMAC operations on data within your workflows. It takes a string input and applies a hash algorithm (MD5, SHA-256, SHA-384, SHA-512, or others) to produce a fixed-length digest, or computes an HMAC (Hash-based Message Authentication Code) using a secret key. The output is a hex or base64 encoded string that represents the hashed value. This is a utility node that solves specific technical problems inside automation workflows. When you need to verify data integrity (checking that a file hasn’t been tampered with), generate webhook signature verification (validating that an incoming request genuinely came from the expected sender), create consistent record identifiers from composite data, or anonymise sensitive fields before logging, the Crypto node handles it. It’s not about cryptocurrency; it’s about the cryptographic operations that secure and validate data in transit. At Osher, we use the Crypto node in system integration workflows where API security requirements include HMAC signature verification, where data deduplication requires consistent hash keys, or where privacy requirements call for hashing personal identifiers before storage. Our custom development team includes these nodes wherever webhook security or data integrity verification is part of the workflow specification.
    Crypto consultants
  • KEYZY

    KEYZY

    KEYZY is an Australian rent-to-own property platform that offers an alternative path to home ownership for people who cannot secure a traditional mortgage. Tenants rent a property with the option to purchase it at a pre-agreed price within a set timeframe, building towards ownership while living in the home. The problem KEYZY addresses is the gap between renting and buying. Many Australians can afford mortgage repayments but cannot save a deposit large enough to satisfy bank lending requirements. KEYZY structures a rent-to-own arrangement where a portion of rent payments contributes towards the future purchase, giving tenants time to build equity and improve their borrowing position. At Osher, we work with property and finance businesses to automate the complex workflows behind platforms like KEYZY. Rent-to-own arrangements involve property valuations, tenant assessments, payment tracking, legal document generation, and compliance monitoring, all of which can be streamlined through our business automation and automated data processing services. For example, we have built automated document generation systems for property businesses. See our property inspection company case study for a real-world example. KEYZY is relevant to real estate agencies, property investment firms, and financial services companies exploring alternative home ownership models in the Australian market.
    KEYZY consultants
  • Token Metrics

    Token Metrics

    Token Metrics is an AI-powered cryptocurrency analytics platform that provides data-driven ratings, price predictions, and portfolio analysis for digital assets. Rather than relying on social media hype or gut feel for crypto investment decisions, Token Metrics uses machine learning models trained on historical price data, on-chain metrics, and technical indicators to generate quantitative assessments of tokens and coins. The core problem Token Metrics addresses is information overload in crypto markets. With thousands of tokens, constant price volatility, and an endless stream of conflicting opinions, investors need a systematic way to evaluate opportunities. Token Metrics provides AI-generated ratings, trader and investor grades, price forecasts, and portfolio allocation suggestions based on quantitative analysis rather than sentiment. Key features include: AI-generated token ratings and price predictions Trader grade (short-term) and investor grade (long-term) scores for each token Portfolio analysis with risk-adjusted allocation recommendations Technical analysis indicators and pattern recognition On-chain data analysis and whale activity tracking AI-powered market sentiment analysis API access for integrating Token Metrics data into custom dashboards Token Metrics serves crypto traders, fund managers, and fintech companies that need systematic analysis at scale. At Osher Digital, our automated data processing team helps financial services clients integrate Token Metrics data feeds into their existing analytics dashboards and reporting systems via API, so crypto market intelligence sits alongside their other data sources.
    Token Metrics consultants
  • Chargify

    Chargify

    Chargify (now part of Maxio) is a subscription billing and revenue management platform built for B2B SaaS companies. It handles the mechanics of recurring billing that most generic payment processors struggle with: usage-based pricing, tiered plans, mid-cycle upgrades and downgrades, prorations, dunning (failed payment recovery), and revenue recognition. The problem Chargify solves is billing complexity. Once a SaaS business moves beyond simple monthly subscriptions, things like metered usage, annual contracts with monthly overages, or multi-product bundles become difficult to manage in platforms like Stripe alone. Chargify provides the subscription logic layer, handling plan changes, invoice generation, tax calculations, and automated retry sequences for failed payments. At Osher, we connect Chargify to the broader business stack as part of our system integration work. Common projects include syncing Chargify subscription data with CRMs like HubSpot or Salesforce, pushing billing events into accounting software (Xero, QuickBooks), and building automated workflows that trigger actions based on subscription changes, such as provisioning access when a customer upgrades or alerting the success team when a customer enters dunning. Our business automation team handles these end-to-end.
    Chargify consultants
  • WatchSignals

    WatchSignals

    WatchSignals is a data platform focused on the luxury watch market. It tracks pricing, market trends, and inventory data across watch brands and models, providing structured market intelligence for dealers, retailers, investors, and brands operating in the secondary and primary watch markets. The problem WatchSignals addresses is that the luxury watch market has historically been opaque. Pricing varies between dealers, market values shift based on supply and demand trends, and there’s no centralised exchange providing real-time data. WatchSignals aggregates pricing data from multiple sources, tracks historical price movements, and provides market analytics that help dealers price inventory accurately, brands monitor market positioning, and investors track asset performance. At Osher, we work with WatchSignals as part of our automated data processing projects. For clients in retail, luxury goods, or investment sectors, we connect WatchSignals data feeds to internal pricing systems, inventory management platforms, and business intelligence dashboards. This allows teams to make pricing decisions based on current market data rather than gut feel. Our system integration team handles the API connections and data pipeline setup, while our AI consulting practice can layer predictive pricing models on top of the raw market data.
    WatchSignals consultants
  • MoonClerk

    MoonClerk

    MoonClerk is an online payment platform built on top of Stripe that makes it straightforward to accept recurring and one-time payments through customisable payment forms. It’s popular with small to mid-sized businesses, membership organisations, and service providers who need to collect payments without building a custom checkout from scratch. The common frustration with MoonClerk — and payment tools in general — is that payment data stays siloed. A customer pays through a MoonClerk form, but your accounting software doesn’t know about it until someone enters it manually. Subscription renewals happen, but your CRM doesn’t update the customer’s status. Failed payments trigger a MoonClerk notification, but nobody follows up because it got buried in an inbox. We connect MoonClerk to your accounting, CRM, and operational systems using n8n workflows and API integrations. When a payment comes through, it can automatically create an invoice in Xero or QuickBooks, update the customer record in your CRM, and trigger an onboarding sequence if it’s a new signup. When a payment fails, the right person gets notified and a follow-up workflow kicks in. If you’re collecting payments through MoonClerk and doing any of the follow-up manually, automated data processing can reclaim those hours every week.
    MoonClerk consultants
  • Invoiced

    Invoiced

    Invoiced is an accounts receivable automation platform that handles the full cycle from invoice creation to payment collection and reconciliation. If your finance team is manually chasing overdue invoices, juggling payment reminders in spreadsheets, or spending hours matching payments to open invoices, Invoiced automates most of that work. The platform covers automated invoicing (one-off and recurring), multiple payment gateway integrations (credit card, ACH, wire transfer), customisable dunning sequences (the escalating reminder emails that go out when invoices are overdue), and a customer-facing payment portal where clients can view and pay their invoices directly. It also supports multi-currency billing, which matters for Australian businesses with overseas clients. Invoiced has an API that works well with n8n for building end-to-end billing workflows. A common setup: a deal closes in your CRM, n8n creates an invoice in Invoiced, the customer receives a payment link, and once paid, n8n updates the CRM record and notifies the sales team. No one in finance needs to touch it. For businesses where accounts receivable is a bottleneck — slow payments, manual follow-ups, poor visibility into what is outstanding — Invoiced turns a labour-intensive process into a mostly automated one. See how we automate finance workflows.
    Invoiced consultants
  • Unleashed Software

    Unleashed Software

    Unleashed Software is a cloud-based inventory management platform built for manufacturers, wholesalers, and distributors. It tracks stock levels, purchase orders, sales orders, production, and warehouse movements in real time. The platform is developed in New Zealand and is widely used across Australia and New Zealand by product-based businesses that have outgrown spreadsheet-based stock tracking. Unleashed handles multi-warehouse inventory, batch and serial number tracking, bill of materials (BOM) for manufacturing, stocktakes, and landed cost calculations. It integrates natively with Xero and QuickBooks for accounting, and with e-commerce platforms like Shopify and WooCommerce for online order management. The REST API is well-documented and provides access to products, stock on hand, purchase orders, sales orders, and warehouse transfers. Where Unleashed becomes more powerful is when it is connected to the rest of your business systems. For example, when a sales order is created in your e-commerce store, an n8n workflow can check stock levels in Unleashed, create a pick/pack task, and update your accounting system, all without manual data entry. For Australian product businesses that want to automate the flow of data between their inventory, accounting, and sales channels, our automated data processing services can build those integrations end to end.
    Unleashed Software consultants
  • ProfitWell

    ProfitWell

    ProfitWell (now part of Paddle) is a subscription analytics platform that gives SaaS and subscription businesses accurate revenue metrics without manual spreadsheet work. It connects directly to your payment provider (Stripe, Chargebee, Braintree, Zuora, or others) and calculates MRR, ARR, churn rate, LTV, and other subscription KPIs automatically. The core analytics product is free, which is unusual for this category. Beyond metrics, ProfitWell offers two paid products: Retain, which reduces involuntary churn by intelligently retrying failed payments and optimising dunning email sequences, and Price Intelligently, which uses willingness-to-pay survey data to recommend pricing changes. The platform also provides benchmarking data so you can compare your metrics against companies of similar size and industry. For subscription businesses in Australia, ProfitWell solves the problem of scattered revenue data. Instead of pulling reports from Stripe, cross-referencing with your accounting software, and building Excel models, ProfitWell gives you a single dashboard with accurate, real-time metrics. Where it gets more powerful is when you connect ProfitWell to your other systems using n8n or the ProfitWell API. Churn alerts can trigger retention workflows, revenue milestones can update your CRM, and weekly metric summaries can post to Slack automatically. If you need help building these connections, our automated data processing services cover the full pipeline.
    ProfitWell consultants
  • Paddle

    Paddle

    Paddle is a payment infrastructure platform for software and SaaS companies. Unlike Stripe or Braintree, Paddle acts as the merchant of record — meaning Paddle handles sales tax, VAT, and compliance in every country, so the software company does not have to register for tax in dozens of jurisdictions. It manages subscriptions, one-time purchases, upgrades, downgrades, and refunds through a single API. The n8n Paddle node and Paddle Trigger node let you connect payment events to the rest of your business systems. When a customer subscribes, upgrades, or cancels, Paddle fires a webhook that n8n can catch and act on — creating a CRM record, provisioning access in your app, sending a personalised onboarding email, or updating your internal revenue dashboard. When a payment fails, n8n can trigger a dunning email sequence or alert your customer success team. This is especially valuable for SaaS businesses that need their billing events to stay in sync with their CRM, user provisioning, and analytics tools. Paddle’s built-in webhook system is reliable, but it only sends data — n8n provides the processing layer that turns those webhook payloads into actions across your other platforms. If you sell software and use Paddle for billing, our sales automation team can help you build workflows that keep your payment data, CRM, and product access in sync without manual work.
    Paddle consultants
  • Harvest

    Harvest

    Harvest is a time tracking and invoicing tool used by agencies, consultancies, and professional services firms to log billable hours, manage project budgets, and generate invoices. It’s popular with Australian businesses because it handles multi-currency billing and integrates natively with common accounting tools. Where Harvest falls short on its own is connecting to the broader set of tools a team uses daily. Using n8n, we integrate Harvest with CRM systems, project management tools, Slack, and accounting platforms so time data flows into the right places without manual export and import. This means your project budgets update in real time, invoices are generated from approved timesheets, and managers get notified when projects approach budget limits. Osher builds Harvest integrations for Australian professional services businesses. If your team tracks time in Harvest but then spends hours each week moving data into spreadsheets or accounting tools, our business automation work can save that time.
    Harvest consultants