ERP and accounting · Available
MYOB Business for Claude, ChatGPT and Copilot
Small businesses and their accountants in Australia and New Zealand can ask Claude, ChatGPT or Copilot about MYOB Business: open invoices, bills due, quotes waiting, uncoded bank transactions and GST collected for the BAS or GST return. Invoices and bills are previewed before saving. MYOB is connected for the business in a guided pilot that confirms your country and product.
- Status
- Available
- Setup
- Guided pilot with your team
- AI assistants
- Claude, ChatGPT, Copilot Studio
- Access
- By role, view only or with approvals
Ask in a sentence
What can your team ask MYOB Business?
Questions from bookkeeper, business owner, accountant and others, answered from live MYOB Business data and only for the people allowed to see them.
Records it works with
- Invoices
- Bills
- Quotes
- Contacts
- Bank transactions
- Items
- Pay runs
- Bookkeeper
“How much GST have we collected and paid this quarter for the BAS?”
- Business owner
“Which invoices over AUD 2,000 are more than 30 days overdue?”
- Accountant
“Which bank transactions from the last fortnight are still not allocated?”
- Office manager
“Which bills from Tasman Building Supplies are due before the end of the month?”
- Sales manager
“Which quotes sent to Kauri Bay Cafe have not been converted to invoices?”
- Payroll officer
“What were total gross wages in the last two pay runs?”
Changes, governed
What the assistant can prepare in MYOB Business
The assistant never saves on its own. It prepares the change, the person checks the preview and confirms, and anything above your limits waits for an approver.
- 1 Prepare The assistant drafts the change from the request.
- 2 Preview and confirm The person sees exactly what will change.
- 3 Approve Above your limits, a second person decides.
- 4 Saved and logged Written to MYOB Business under a named person.
-
Convert a quote into an invoice
Invoices above AUD 10,000 need the owner’s approval before saving.
-
Enter a bill from a supplier email
Bills from new suppliers always need the bookkeeper to approve.
-
Add a new customer contact with ABN details
Once the ABN checks out, the requester confirms the new contact.
Example rules. During the pilot you set the limits, the approvers and which roles may prepare each change.
Why it needs care
Governance built for MYOB Business
MYOB often holds payroll and Single Touch Payroll reporting next to the GST figures and bank feeds of a small business. Wages are the most sensitive part. Pay runs are reachable only for roles you choose, such as the owner or payroll officer, and new supplier bills always need the bookkeeper.
-
Sign-in by work email
Only people you invite, with a one-time code. No shared logins.
-
Roles per tool
Each role reaches only the MYOB Business records it needs.
-
View only, if you prefer
Admins can keep a connection to lookups with one switch.
-
A preview first
Every change is shown in full before anything is saved.
-
Approval rules
Above your limits, a second person approves the change.
-
One audit log
Every request tied to a named person, ready for review.
Setup
How MYOB Business gets connected
We connect MYOB Business for your team in a guided pilot, on the same gateway every app uses. No code on your side.
- 01
Agree the questions
We list the MYOB Business questions and changes your team needs, and who may use each.
- 02
Connect with your admin
Your MYOB Business administrator creates a dedicated integration user with only that access.
- 03
Test with your people
A small group tries it in Claude, ChatGPT or Copilot while we tune the tools.
- 04
Roll out with rules
Roles, approval limits and the audit log are in place before everyone joins.
Then people use it from the assistant they already have
MYOB Business questions
Does this work for New Zealand businesses as well as Australian ones?
Yes. We confirm your country and MYOB product in the pilot. Answers use your local GST setup, so a New Zealand business sees its GST return figures, and an Australian business sees BAS figures.
Can the assistant lodge the BAS?
No. It can show the GST and wage figures behind a BAS period so they can be checked early, while lodging stays with your bookkeeper, BAS agent or tax agent.
Can payroll data be kept away from most staff?
Yes. Pay runs and employee details are only reachable for roles you choose, such as the owner or payroll officer, and every payroll question is logged under the person who asked.
Does mcpbizapps keep a copy of our MYOB Business data?
No. When someone asks a question, mcpbizapps reads the answer live from MYOB Business through a dedicated integration user and returns it without storing it. The audit log records who asked, which tool ran and the result, with personal fields and free text removed.
MYOB Business is a trademark of its owner. mcpbizapps is not affiliated with MYOB; the name describes the connection only.
Related
Often connected alongside MYOB Business
Part of Finance and accounting: Ledgers, planning, spend, billing, tax and cash.
Start
Bring MYOB Business into your AI assistant
Tell us how your team uses MYOB Business, and we will plan a guided pilot around your own questions.
- We agree the tools and approval rules with you
- Your admin creates the integration user; no code
- Business data is read live and not stored
Thank you
We received your request and will reply by email to find a time.
Last updated