insights
Specific NZ small-firm problems, researched properly and written up plainly - which tools talk to each other, what to do about WorkflowMax, how we automated our own GST. Written by the person doing the work.
Xero retired the original WorkflowMax and BlueRock relaunched it as a new product with a new API - which quietly broke the integrations thousands of NZ firms relied on. A plain guide to your real options: settle into the new WorkflowMax, move to XPM or Karbon, or use the moment to fix the workflow properly.
Read it →We checked the developer docs of 20 tools in the NZ accounting-practice stack - XPM, WorkflowMax, Karbon, FYI, SuiteFiles, Dext, First AML, Annature, Tax Traders, TMNZ and more - and mapped which have real APIs, which are gated, and which are closed. Here is the map, and what it means for automating your practice.
Read it →iterate's homework in public: plain-English research and how-tos for NZ small firms - the accounting software integration map, WorkflowMax in 2026, job-management tool comparisons, DMARC, document AI. Written by Will, founder of iterate.
Read it →A multi-phase agentic pipeline that pulls bank feeds across multiple banks, classifies business vs personal transactions, reconciles the books, attaches invoices from email, drafts the manual journals and leaves a GST return open for a human to approve. Tool, bank and accounting-platform agnostic.
Read it →Honest, vendor-neutral comparison of the four main job-management tools NZ tradies use. Real prices, real pros and cons, and which one fits a 3-person crew vs a 15-person crew.
Read it →What DMARC is, why every NZ small business needs it, and a step-by-step setup for the typical Microsoft 365 plus a domain registrar like Crazy Domains, GoDaddy or 1stDomains. Plain English.
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