Accounting

MYOB

Bring MYOB actuals, jobs and categories into your forecast.

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How the data flows

From MYOB to a forecast you can trust

MYOB

Your live source data

Source

Secure connect

Read-only, disconnect anytime

Access

Your model

Mapped to your own drivers

Model

Reports & forecasts

Built to refresh from source, no CSVs

Reports

Illustrative data flow, as designed. Not a guarantee.

What flows in

Data from MYOB into your model

Designed so you choose the fields that matter. Everything else stays out.

Accounts list

Built so each MYOB account is mapped once to a model line, and income and expenses land in the same place every month.

Monthly trial balance

Designed to bring in month-end balances and general journal entries from your company file, so adjustments your accountant makes are reflected in actuals.

Jobs & categories

MYOB jobs and categories, on plans that include them, are designed to become model segments, so project and department costs roll up the way you already track them.

What you can model

What MYOB data helps you decide

For the forward-looking question: what happens to cash if next quarter goes to plan?

A forward view of cash

Actuals from MYOB are designed to set the starting point, and the plan carries cash forward month by month from there.

Runway that includes wages

Burn is designed to come from the bank and wages lines in your company file, so runway reflects payroll when it's actually paid.

Job and department spend

With jobs mapped, the model is built to show which projects or departments are using more cash than planned.

Setup

Three steps, no CSV exports.

Connect MYOB once and your forecast is built to read its latest data each time it refreshes.

Step 1
Connect
Sign in with the account that owns your MYOB data and approve the connection. Startup Suite is built only to read your data.
Step 2
Map
Choose the MYOB company file, then map its accounts, jobs and categories to lines in your model.
Step 3
Sync
Your model is built to refresh from MYOB automatically, and nothing is written back.

Security & permissions

Your data stays yours

Read-only by design: Startup Suite is built never to change anything in MYOB.
Built so you can disconnect MYOB at any time.
We never sell your data.

MYOB questions

Connecting MYOB, answered

What founders ask before connecting MYOB.

Do I need a finance background to connect MYOB?

No. The setup is designed so you choose the accounts that matter and give each a plain-English name in your model. Your company file stays as it is.

Does it use my MYOB jobs and categories?

Yes. If you track jobs or categories in MYOB, they are designed to become segments in your model, so costs can be compared against plan by project or department.

Will it change anything in MYOB?

No. Startup Suite is built to read your company file into your model and never edit it.

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