Xero / MYOB (Discovery + Pilot)
When sales and finance systems are working properly together, life is simpler.
Leaders should be able to:
• Trust that quotes, orders, and invoices reconcile
• See pipeline and cash flow without caveats
• Avoid manual checks and quiet fixes
• Let teams work at speed without rekeying data
• Close the month without tension
Sales and finance should be aligned.
Not constantly reconciling.
The Reality in Many Organisations
In many organisations running Microsoft Dynamics 365 Sales alongside Xero or MYOB, that is not the lived experience.
Instead:
• Orders are re-entered by hand
• Invoice details are copied and checked
• Status updates lag behind reality
• Errors creep in quietly
• Teams build workarounds to keep moving
The systems are both working.
But they are not working together.
Time is lost. Confidence drops. Financial clarity suffers.
What the Xero / MYOB Bridge Discovery + Pilot Is
The Xero / MYOB Bridge Discovery + Pilot exists for organisations that want to eliminate double handling without committing to a full integration blindly.
It provides a structured, low-risk way to:
• Confirm that integration is appropriate
• Validate how it will work in your environment
• Prove value before rolling out broadly
This is not a sales demo. It is a controlled, practical pilot.
What Happens During the Xero / MYOB Bridge Discovery + Pilot
Discovery
We work with your sales and finance stakeholders to:
• Understand how quotes, orders, invoices, and payments currently flow
• Identify pain points, exceptions, and manual steps
• Confirm which data needs to move, and when
• Agree success criteria for the pilot
Pilot
We then implement a limited, real-world pilot of the Opsis Bridge:
• Quotes and orders flow from Dynamics 365 into your Xero or MYOB
• Status updates and invoices sync back
• Teams use the process as they would in day-to-day work
👍 No theory.
👍 No slides.
👍 Just reality.
What the Pilot Proves
By the end of the pilot, you will know:
• Whether double entry can be eliminated safely
• Whether sales and finance can rely on the same numbers
• How much time is being saved
• Whether this improves invoicing speed and cash flow
• Whether a broader rollout makes sense
You are not guessing.
You are deciding with evidence.
Why Opsis
This is where your brochures earn their keep, but we translate them into executive language.
Opsis has:
• Over 20 years delivering Microsoft CRM and Dynamics 365 solutions
• Deep experience across sales, finance, and operational processes
• A track record of pragmatic, low-drama delivery
• Australian-based consultants who stay involved
We care as much about reliability as we do about outcomes.
Especially where financial systems are involved.
Xero and MYOB. Different Financial Technology – Same Approach.
The Discovery + Pilot approach applies whether you are using:
• Xero with Dynamics 365 Sales, or
• MYOB AccountRight with Dynamics 365 Sales
The underlying problem is the same.
So is the approach to solving it safely.
When Organisations Use This Solution
This service is typically used when:
• Sales and finance are rekeying the same data
• Errors or delays are creeping into invoicing
• Cash flow forecasting is unreliable
• Teams are frustrated, but coping
• Leaders want clarity before committing to change