IntegrationsMYOB
Accounting · ERP
Put MYOB to work with Trelium agents
Trelium connects MYOB to email and business systems for order entry, supplier bill matching, receivables follow-up, and recurring reporting.
Supported workflows
What Trelium agents do with MYOB
Not a trigger catalog. These are end-to-end jobs your team already runs across MYOB and the systems around it.
- 01
Order entry from email
Extract and validate order details, match customer and item records in the MYOB company file, and prepare the sales transaction for review.
- 02
Supplier bill matching
Compare supplier invoices to purchase orders in MYOB and flag price or quantity differences before bills are approved.
- 03
Receivables follow-up
Pull open invoices from MYOB, draft reminder sequences, and route payment questions with the invoice context attached.
- 04
Order and invoice questions
Answer customer questions about invoices and balances with MYOB details, and pull shipping status from the system that tracks fulfillment.
- 05
Recurring reports
Generate aging and cash views from MYOB without rebuilding the spreadsheet each week.
FAQ
MYOB + Trelium
Yes. Each workflow is scoped to your MYOB product, company file, user permissions, and the record actions it supports.
No. The MYOB Business API covers AccountRight and MYOB Business, while MYOB EXO and MYOB Acumatica use separate integration paths. Trelium confirms which product you run before designing the workflow.
No. You choose where approval is required. Unmatched customers, items, or amounts are routed to a person instead of posted.
Put MYOB to work
Bring us one MYOB workflow
We'll map the systems, handoffs, and approvals needed to run it end to end with Trelium agents.