Office AutoPilot & Xero - Business Automation in the Cloud
- Arnold Shields
- May 26, 2012
- 2 min read
Updated: Jun 4
Small businesses can now access enterprise-level automation tools that once only the largest corporations could afford. With Office Autopilot (now known as Ontraport) and Xero, business owners can streamline marketing, customer relationships, product delivery, and accounting, freeing up time to focus on growing the business or simply take a well-earned break.
A Smarter Integration
By integrating Office Autopilot and Xero using their APIs, you create a seamless workflow:
Xero handles invoicing, product tracking, payment reconciliation, and financial reporting.
Office Autopilot automates CRM, email campaigns, customer segmentation, order forms, and membership site access.
This is particularly powerful for information marketers, digital entrepreneurs, and membership-based programs.
Case Study: Joe’s Widget Making Course
Joe has built a strong following online by sharing his expertise in widget making. He's ready to launch an online course teaching beginners how to create widgets. Here’s how he fully automates his business using Office Autopilot and Xero.
Step 1: Marketing & Email Management
Using Office Autopilot, Joe can:
Import his mailing list and track engagement.
Install opt-in forms for a weekly widget newsletter.
Set up automated welcome sequences.
Step 2: Course Access & Sales
Joe uses Office Autopilot to:
Create a membership site on WordPress with different access levels.
Host videos and release content weekly.
Embed a checkout form that integrates with PayPal.
Once a purchase is made:
Access is granted automatically.
The customer is tagged as a client.
Email sequences are updated based on actions taken.
Joe can track customer behaviour and encourage video completion.
Step 3: Accounting Made Easy
Joe's increasing sales mean more transactions—but no added stress.
Xero connects directly to his bank and PayPal accounts.
Daily feeds mean no manual entry.
Common transactions are auto-categorised.
Joe always knows where his money is going.
Full Business Automation
From lead generation to financial reconciliation, the entire process is managed without manual intervention. This isn’t theory, it’s exactly how we at Dolman Bateman operate.
Need Help Automating?
If you're tired of juggling marketing, sales, and bookkeeping manually, contact us today. We'll help you set up the same systems we use, so you can focus on what matters most.
Disclaimer:
The information provided in this article is general in nature and does not constitute personal financial, legal or tax advice. While every effort has been made to ensure the accuracy of this content at the time of publication, tax laws and regulations may change, and individual circumstances vary. Dolman Bateman accepts no responsibility or liability for any loss or damage incurred as a result of acting on or relying upon any of the information contained herein. You should seek professional advice tailored to your specific situation before making any financial or tax decision.
