Guides / MYOB
AI admin help in MYOB
Take bank matching and bill entry off your staff in MYOB Business. Free your team for the work only people can do.
🌏 Where it works
MYOB is mainly for businesses in Australia and New Zealand. If you are elsewhere, look at the Xero or QuickBooks guides instead.
5 steps
- 1
Connect your bank feeds in MYOB Business.
- 2
Go to Banking, then Bank rules, and switch on matching to your MYOB records so exact matches happen automatically.
- 3
Create rules for regular items like bank fees, interest and fixed bills.
- 4
Give suppliers your In Tray email address (it is unique to your company file) so bills land in MYOB without anyone retyping them.
- 5
Review matches before you reconcile. Anything wrong can be unmatched or reallocated.
🤖 Built in AI and automation (checked 4 Nov 2026)
- AI driven automatching and suggestions are rolling out. MYOB automatches a category when its confidence is above 90%, suggests one between 70% and 90%, and leaves it to you below that. Official page
- Bank feed rules and automatic matching settings. Official page
- In Tray: email bills and receipts straight into your online company file. Official page
📚 Official help
🔒 Keep it safe
A person still reviews and approves anything that hits your books or goes to a customer. Your accountant or bookkeeper signs off. Not tax or accounting advice.
🆓 Option 1: Do it free
Open source tools you can run yourself, no licence fees. You will need someone handy to set them up and keep them updated.
- Invoice Ninja: quotes, invoices and reminders.
- Odoo Community: run the whole business: stock, crm, hr.
📦 Option 2: Get the click by click pack
Plain guides and prompts in a ZIP. Pay once, no subscription. It is a set of guides, not software. The packs cover the 18 most common boring office jobs. This one does not have its own section in the pack yet.
Not affiliated with or endorsed by MYOB. MYOB and related names are trademarks of their owners. Menus and features change, so check the official help pages.