Finance Agent case study — Mijasu

No single source of truth. Collections that run on judgement.

When finance runs on an accounting system such as Xero or MYOB alongside a separate project management platform, there's no single view of the numbers. Every month-end becomes a manual reconciliation between systems, built by hand by whoever has time, and nobody outside finance can see the financial position.

And when it comes to collections, who gets chased first for an overdue invoice usually comes down to one person's judgement, not a system, with no consistent way to prioritise clients.

What we built · Proof point A

½ FTE

freed from manual reconciliation between systems.

That's a full week cut out of month-end close.

An independent data layer consolidates Xero (or MYOB) and Projectworks into a single live dashboard, replacing manual, shared spreadsheets and month-end reporting.

What we built

One Finance Agent. Two proof points.

A consolidated live view of the numbers, and a collections model that runs on data.

01 · Consolidation

One live view, across every system.

An independent data layer consolidates Xero (or MYOB) and Projectworks into a single source of truth, replacing the manual, shared spreadsheets finance teams previously reconciled by hand.

Before → after

Xero / MYOB

PM platform

One live source of truth

02 · Collections

Every touchpoint, tracked and logged.

Every call and email is logged against the invoice, with an owner and a next step, visible to every stakeholder, not just finance.

Contact history

CALL

No answer from accounts payable

Logged by the account handler

Asked for remittance advice

Logged by the account handler

AGREED WITH CLIENT

Payment promised, next check scheduled

Owner and next step recorded

03 · Automated cadence

Reminders, for the clients who need them.

Reliable clients run on a low-touch, largely automated cadence. Nobody has to remember to send a reminder.

To: Accounts payable Scheduled

A friendly reminder: your invoice is due soon

04 · Individual management

For higher-risk clients, a defined path, not guesswork.

Erratic and chronically late clients get an individually-managed escalation path with a named owner at every stage, instead of a generic reminder.

Day7

Day14

Day21

Day30

Day60

Account handler

Project lead

CFO and CEO

Stop-work notice

Debt collector

Day7Account handler

Day14Project lead

Day21CFO and CEO

Day30Stop-work notice

Day60Debt collector

Escalation days are customisable.

The two-track model

Not every client needs the same treatment.

Every client is classified by actual payment behaviour, not by who shouts loudest.

Low touch

Reliable and moderately late clients

Forecastable straight from payment history, and chased on an automated cadence with no manual effort.

High touch

Erratic and chronically late clients

Managed one by one, with a defined escalation path, a named owner, and an automatic alert at every stage.

Sound familiar?

Still reconciling by hand and chasing on gut feel?

Talk to us about building the same Finance Agent on your Xero or MYOB setup.

Beyond the numbers, every stakeholder, not just finance, can now see when a client was last contacted, what payment date was agreed, and who's likely to pay next.

That used to live in one person's head.

The offer

The same approach, applied to your business.

For businesses running Xero, or Xero alongside a project management platform, we work in short sprints. Each sprint de-risks the next, and you decide whether to continue at every gate.

Core engagement

From six weeks to a live dashboard.

Sprints 1 and 2, plus recommended AR

Week 1

Week 2

Week 3

Week 4

Week 5

Week 6

Week 7

Week 8

Sprint 1 · DiscoveryWeeks 1–2 · Gate 1: brief locked

Sprint 2 · Dashboard buildWeeks 3–6 · Gate 2: live dashboard

AR module · RecommendedWeeks 7–8 · Gate 3: AR live

Gate 1 · Brief locked

Gate 2 · Live dashboard

Gate 3 · AR live

AI automation · monthly · runs across the build and every add-on

Sprint 1

From 2 weeks

Discovery and process mapping

Map current finance workflows end to end, every manual step, every decision point, and produce a locked build brief. No automation is built on assumptions.

Build briefLocked

Sprint 2

4 weeks

Dashboard build

A live, consolidated view of your financial metrics across systems, replacing manual reconciliation and month-end reporting with one repeatable process.

The look back: a review of how the business is doing.

Optional add-ons

Extend it, one sprint at a time.

Add-on 1

Recommended

2 weeks

Accounts Receivable module

Payment segmentation and the AR prioritisation model, with automated internal and external follow-ups, replacing gut-feel collections with one repeatable process.

28%DSO improvement,
early results

Add-on 2

2 weeks

Accounts Payable module

A prioritisation structure that ranks which suppliers get paid first. It gives internal stakeholders visibility and gives you tighter control of cash flow and working capital.

Add-on 3

4 weeks

Consolidated cashflow model

The forecast view. Dynamic scenario modelling puts you in control of cashflow, showing the detailed impact of future financial commitments made anywhere in the operation of the business.

The look forward: a forecast of how it will perform.

AI automation

Monthly subscription

An agent that learns from your history.

The agent learns from your client payment history, adjusts to your prioritisation decisions, and keeps improving your cashflow strategy.

Sits across the dashboard and every module you add

DashboardARAPCashflow model

Ask your dashboard a question

Which clients are likely to pay late?

And get a straight answer back.

One source of truth.
Collections that run on insights.