Connect MYOB Business once and your AI agent knows who is ringing, what they owe and when it was due. It also makes the call you keep putting off: a polite reminder to the accounts that have gone past due. You keep your existing number and your existing phone company, and it only ever reads your books. It never writes a thing back.
Two things people expect to be told they cannot have. You can have both.
If you have looked at an AI phone agent before and found it only spoke to the other accounting package, that is the reason this page exists. Your customers, your invoices and your overdue accounts are read straight out of MYOB Business, with the same depth we give anybody else.
Nothing is ported and nothing is diverted into somebody else's phone system. The number on your van, your invoices and your Google listing stays exactly as it is, with the company you already pay. If you ever stop, there is nothing to move back.
This is the first thing anybody asks about letting something near their accounts, so here is the answer before the feature list.
No invoice is created, edited, approved, voided, deleted or paid. No customer record is changed. Not even a note is added, because MYOB has nowhere to put one. Your agent cannot take a payment, and there is no code path in Talkify that could write to your MYOB even by accident.
Your customers, and the approved, open sales invoices you have raised to them. Never a supplier bill, never a draft, never one that is already paid. Purchases, payroll, banking, inventory and your general ledger are not read at all, and permission for them is never even requested.
Account information is released only to a caller whose number already matched one of your MYOB customers before the agent picked up. A caller cannot talk their way in with a name, an account number or an invoice number, and an invoice number is only ever looked for inside that caller's own invoices.
Connecting MYOB by itself only lets the agent greet people by name. Answering what someone owes, reading out individual invoices, sending a copy and ringing overdue accounts are four separate switches, and every one of them starts off.
MYOB already knows who your customers are and what they owe. Talkify puts that on the phone, in both directions, and you switch on only the half you want.
Incoming calls are matched to your MYOB customers by number, so your agent greets people by name instead of asking who is calling. Nothing else needs setting up.
The agent reads the total outstanding, how much is overdue and when it was due, straight from your open sales invoices. You choose whether it gives totals only or goes invoice by invoice.
Off until you switch it on. Set the days past due, the smallest amount worth a call, how many reminders one invoice may get and the hours they may go out, and your agent rings them politely, in your words.
"I never got it" is the commonest reason one goes unpaid. The agent reads back the email you hold in MYOB, waits for a yes, and sends the invoice on the call. Texting a secure link is optional, at 10c a message.
When somebody queries an invoice, says it is already paid, or asks to speak to a person, the agent stops chasing that one and emails your accounts address with what was said.
Customers and open sales invoices, nothing else, and nothing at all is written back into your MYOB. Your agent cannot take a payment.
The connector is a source, not the whole agent. What it reads out of your books sits alongside everything else you have told it, and the call carries on into the rest of your day rather than stopping at a summary.
The same agent that answers the phone answers your texts, in the same voice, with the same knowledge of your business. It is not a second product with a second bill and a separate set of things to keep up to date.
Your prices, your service area, what you do and do not take on, your trading hours and who a call should be put through to. MYOB tells it what somebody owes. Everything else tells it how to answer the other ninety per cent of the call.
If the caller rang off before giving you the address, or the rego, or the best time to come, the agent texts them afterwards, reads the reply and puts the answer on the record. You get the detail without ringing back for it.
Not just a transcript in an inbox. A call can ring somebody, text somebody, post into Slack or Teams, hit your own webhook or land in your CRM, on rules you write. What happens after the call is as much yours as what happens on it.
A call to a +64 number is handled in New Zealand data centres, and a call to a +61 number in Australia. The recording, the transcript and everything the agent read stay where the call was answered.
Nothing goes into your MYOB at all. Everywhere else the agent could write, send or ring on your behalf is a switch you hold: you turn it on, you set the limits, and you can turn it off again the same afternoon.
MYOB sells two different products with two different interfaces underneath. Better you know now than at the point of connecting.
The cloud version most small New Zealand and Australian businesses run. This is what the connector is built and tested against, and it is the one where connecting is a single sign in with no separate company file password to track down.
A different MYOB product on a different interface, aimed at larger businesses. It is not supported today. If you connect an AccountRight file we recognise it and tell you straight away rather than letting you find out on a call. Tell us you want it and we will let you know when it lands.
If you can sign into MYOB, you can do this. And while it is in early access we set it up with you rather than leaving you to it.
In your Talkify dashboard, open Integrations, choose MYOB, and press Connect MYOB. Sign in, pick the business file, and you are linked. No API key, nothing to paste.
Turn on caller recognition, and decide whether the agent answers account questions, at what level of detail, whether it may send a copy of an invoice, and whether it chases overdue accounts.
Overdue calling stays off until you switch it on, and then only inside the hours, the attempt limit and the retry gap you set. Nobody is rung at the weekend and nobody is rung twice in a day.
MYOB Business, on the Lite and Pro plans. That is the cloud version most small New Zealand and Australian businesses are on, and it is what the connector is built and tested against. AccountRight is a different MYOB product on a different API and it is not supported yet. If you connect an AccountRight file we tell you so on the spot rather than letting you find out on a call, so nobody is left guessing.
One sign in. Open Integrations in your Talkify dashboard, choose MYOB, and press Connect MYOB. You sign in with your normal MYOB login and choose which business file to share. There is no API key to find, and because MYOB Business files have no separate company file password there is usually no second credential to go hunting for either. You can disconnect from either side at any time.
No. Nothing. This connection only reads. No invoice is created, edited, approved, deleted or paid, no customer record is touched, and not even a note is added. That is stricter than our Xero connection, which does add a note to an invoice after a reminder call, because MYOB has no equivalent place to put one. Anything worth recording is emailed to your accounts inbox instead.
Your customers and your open sales invoices, and nothing else. Supplier bills, purchases, payroll, banking, inventory and your general ledger are not read, and permission for them is never even requested. Quotes, orders and invoices you have already been paid for are not read out to anybody either.
The account is only ever discussed with a caller whose phone number already matched one of your MYOB customers before the agent picked up. A caller cannot talk their way in: the agent will not accept a name, an account number or an invoice number as proof of who somebody is, and if it cannot match the number it says so and offers to take a message instead. When someone does quote an invoice number, it is only looked for within that caller's own invoices, so quoting somebody else's number finds nothing.
As much or as little as you allow. Totals only means it will say what is outstanding and how much of that is overdue. Invoice by invoice lets it confirm a specific invoice, its amount and its due date. Both are off until you switch them on, and connecting MYOB on its own does neither.
Yes, if you switch it on, and it is off by default. You choose how many days past due an invoice has to be, the smallest amount worth a call, how many reminders one invoice may ever get, the gap between them, and the hours on weekdays that calls may go out. Nothing dials until you have turned it on yourself.
It offers to, and it will send it where MYOB will give us the invoice to send. The agent reads back the email address you hold for that customer, waits for a yes, and sends it on the call; if they give a different address it repeats it back first. Texting a secure link instead is optional and costs 10c a message, where emailing is free. Where MYOB will not produce the invoice, the agent says the office will send it through rather than pretending it went.
No. It is your own reminder call, made in your name, in wording you write. We take no commission on what is recovered, nothing is ever sold or handed to a collection agency, and the agent never threatens, mentions credit ratings or applies pressure. It takes no for an answer.
No, and this is the part most people expect to be a catch. Nothing is ported and nothing is diverted into somebody else's phone system. You keep the number that is on your van, your invoices and your Google listing, with the company you already pay for it. If you ever stop using us there is nothing to move back and no number to reclaim.
Yes, and it is the same agent. It replies to texts in the same voice, with the same knowledge of your business and the same MYOB connection behind it, so a customer who texts to ask what they owe gets the same answer as one who rings. It is not a second product with a second bill.
No. MYOB tells it who is ringing and what they owe, which is a small part of most calls. Everything else it knows comes from you: your prices, your service area, what work you take on, your trading hours, and who a call should be put through to and when. If the agent did not get a detail on the call, it can text the customer afterwards, read the reply and put the answer on the record.
It becomes a lead rather than a transcript in an inbox. On rules you write, a call can ring somebody, text somebody, post into Slack or Microsoft Teams, hit your own webhook, or land in your CRM. What happens after the call is as much yours to set as what happens during it.
A call to a +64 number is handled in New Zealand data centres, and a call to a +61 number in Australia. The recording, the transcript and anything the agent read while it was on the call stay where the call was answered.
Yes, and plenty of businesses will. Connect MYOB so your agent greets customers by name and leave the invoice questions and the overdue calling switched off. They are separate switches and they stay off until you move them.
The connector is built and covered by automated tests, and it has not yet run against a live customer's MYOB file. So we set it up with you rather than leaving you to it, we watch the first calls, and we would rather tell you that now than have you discover it. If you are on MYOB Business and you want this, talk to us and we will get you on it.