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Integration consultants

Accelo automation consultants

For professional services teams running client work in Accelo. We automate the admin around projects, tickets and retainers, and connect Accelo to finance and reporting.

CRM & SalesData & AnalyticsProductivity & Collaboration
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We found $250k a year in savings for a 35-person property team.

What we connect Accelo toWe integrate and automate Accelo alongside Agile CRM, Uplead, Reply.io, Prospe AI, quentn, Leadpops and hundreds of other systems.osher.com.auAccelointegrated & automatedAgile CRMUpleadReply.ioProspe AIquentnLeadpops

What we build with Accelo

  • Projects, tickets and retainers created from the systems where work arrives
  • Time, billing and invoicing handoffs between Accelo and Xero
  • Utilisation and margin reporting that does not need a monthly spreadsheet

Not sure which one pays back first? A business process audit puts numbers against each of them before you commit to a build.

Accelo

What you can automate with Accelo

Accelo is a business management platform built specifically for professional services firms — agencies, consultancies, IT providers, accountants, and similar businesses that bill for their time and expertise. It combines project management, time tracking, client communication, quoting, invoicing, and retainer management in one system, replacing the patchwork of spreadsheets, email, and disconnected tools that most services firms cobble together. The core problem Accelo addresses is visibility. In a typical services business, project status lives in one tool, time tracking in another, invoices in a third, and client emails in everyone’s inbox. Nobody has a clear picture of profitability per client, how much time is being written off, or which projects are running over budget. Accelo connects all of these into a single view, so business owners and project managers can see what’s actually happening rather than guessing. Accelo is Australian-founded (originally from Sydney), which means it handles GST, AUD billing, and Australian business workflows natively — something that trips up US-centric alternatives. It also has a built-in client portal, automatic email capture that links conversations to the right client and project, and retainer tracking that shows utilisation against agreed hours. We connect Accelo to other systems using n8n — syncing with accounting packages like Xero, pushing project updates to Slack, or pulling sales data from your CRM. If your services firm is losing track of billable hours or can’t see project profitability clearly, our integration services can help you get Accelo working with the rest of your stack.

Ready to put Accelo to work?

Fifteen minutes is enough to tell you whether Accelo automation is worth building, and roughly what it costs.

Book a 15-minute intro callGet in touch

Accelo FAQs

Frequently Asked Questions

Common questions about how Accelo consultants can help with integration and implementation

Accelo is built for professional services firms that bill clients for time — IT managed services, marketing agencies, consulting firms, accounting practices, engineering companies, and similar businesses. If your revenue comes from projects, retainers, or billable hours rather than selling products, Accelo is designed for your operating model. It's less suitable for product companies, retail, or manufacturing.

Accelo tracks time against projects, tasks, and clients using timers, manual entry, or automatic time capture from calendar events and emails. Tracked time flows directly into invoicing — you can generate invoices from billable time with a few clicks, apply different billing rates per staff member or project type, and see write-off amounts. It also handles retainer billing where clients pay a fixed monthly fee against agreed hours.

For services firms, yes. Accelo handles task management, project timelines, resource scheduling, and status tracking. Where it differs from generic project management tools like Asana or Monday.com is that everything ties back to client billing — you can see how much a project is costing in labour versus what you quoted, in real time. If your work is client-billable, Accelo gives you project management with a financial lens.

Accelo has a native integration with Xero, which syncs invoices, payments, and client records. MYOB integration is available through third-party connectors or custom n8n workflows. We typically set up the Xero sync as part of the initial Accelo implementation so that invoicing data flows through to your accounting system without manual re-entry.

Accelo uses a smart email capture system where emails sent to or from client contacts are automatically linked to the relevant client, project, or ticket. This means client communication history is visible to anyone on the team, not buried in individual inboxes. You can also use a shared team inbox for managing inbound client requests.

Accelo has built-in automation triggers for common events — like creating a project when a quote is accepted, or escalating a ticket that's been open too long. For more complex automation that spans multiple systems, we use n8n to orchestrate workflows between Accelo and your other tools — for example, automatically notifying a Slack channel when a project hits 80% of its budget.

How it works

Implementing Accelo

Step 1

Review Your Current Operations

We map out how your firm currently manages projects, tracks time, communicates with clients, and handles invoicing. We document what's working, what's falling through the cracks, and where billable time is being lost to administrative tasks or poor visibility.

Step 2

Configure Accelo for Your Business

We set up Accelo to match your firm's structure — service lines, billing rates, project templates, ticket categories, and user permissions. We configure the system around how your team actually works rather than forcing you to change your processes to fit the software.

Step 3

Migrate Your Data

We import your existing client records, active projects, open tickets, and historical data into Accelo. We handle the data cleaning and mapping, making sure contacts, companies, and project histories come across accurately rather than dumping everything in and hoping for the best.

Step 4

Connect Your Other Systems

We set up integrations between Accelo and your accounting package (typically Xero), email system, CRM, and communication tools. Using n8n, we build workflows for any custom connections your firm needs — like syncing with industry-specific tools or internal databases.

Step 5

Train Your Team

We run role-specific training sessions — project managers learn scheduling and budget tracking, staff learn time entry and task management, and managers learn reporting and profitability dashboards. We focus on the daily workflows each role uses rather than trying to cover every feature at once.

Step 6

Optimise After Go-Live

After two to four weeks of real use, we review how the team is using Accelo and identify friction points. We adjust workflows, add automation triggers for repetitive tasks, and fine-tune reports so the data your managers rely on is accurate and easy to access.

Works well with Accelo

Other tools we connect and automate alongside Accelo.

Agile CRMUpleadReply.ioProspe AIquentnLeadpops

Accelo work usually lands in system integrations, AI agent development or n8n consulting.

Get in touch

Ready to automate Accelo?

Tell us what you want Accelo to talk to and we’ll map out the build, the cost and the payback.

[email protected]+61 (07) 3357 1154

Accelo enquiry

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