Finance & ERP

Mixup: Intelligent ERP & Accounting Automation

20+ hours/week saved · Real-time sync · Automated reconciliation

Atlio service illustration
20+ hrsSaved per Week
100%Automated Reconciliation
Real-timeFinancial Sync
0Manual Entry Errors per Month
IndustryFinance & ERP
CountryNew Zealand
PlatformsWeb, API

About the Project

A bespoke integration platform bridging enterprise ERP systems with Xero accounting — eliminating manual data entry, reconciliation bottlenecks, and human error. Built with event-driven architecture and real-time sync, it transformed a fragmented financial workflow into a fully automated pipeline, saving teams 20+ hours per week across invoicing, procurement, and reporting.

The Challenge

A growing business running four enterprise systems — ERP, purchasing, sales, and Xero accounting — was drowning in manual data entry. Invoices had to be re-keyed three times. Reconciliation took two staff members two days a week. Every month-end was a crisis. The business needed a custom integration layer that could survive the complexity of their vendor-specific ERP without a full system replacement.

Our Approach

How We Delivered

01

Integration Mapping

Documented every data flow across ERP, purchasing system, and Xero — mapping field transformations, business rules, and edge cases like credit notes and refunds.

02

Event-Driven Architecture

Designed a real-time event pipeline that triggers on ERP state changes and propagates updates to Xero with idempotency and rollback support.

03

Reconciliation Engine

Built automated reconciliation logic for invoices, purchase orders, and bank feeds — with exception alerting for anomalies requiring human review.

04

Deployment & Handover

Deployed with zero-disruption cutover, trained finance team on exception workflows, and delivered full runbook documentation for ongoing ops.

What We Built

Features Delivered

Automated invoice generation & sync
Credit note & refund reconciliation
Purchase order to bill matching
Real-time bank feed integration
Tax calculation & VAT/GST return automation
Customer & supplier ledger sync
Scheduled financial report generation
Payment tracking & remittance matching
Chart of accounts auto-mapping
Technologies

Tech Stack Used

Node.jsREST APIsXero APIPostgreSQLEvent-Driven ArchitectureDocker
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Book a free 30-minute consultation. We'll discuss your challenges, explore opportunities for automation, and show you exactly how we can help.