Streamlining Financial Operations with Custom Integration

Introduction

Schofield Commercial Interiors Ltd., a well-established name in the construction sector, was facing a persistent operational challenge: the manual transfer of invoices and purchase orders between Chalkstring, their construction project management platform, and Xero, their accounting system. This manual process was not only time-intensive but also prone to errors, ultimately slowing down financial reporting and reducing efficiency.

To address this challenge, Schofield Commercial Interiors Ltd. engaged RODA Technology to design and deliver a tailored solution. The result was a custom-built application that automated the transfer of financial data, improving accuracy, saving time, and freeing up resources for higher-value work.

The Challenge

Operating across two critical systems, Schofield Commercial Interiors Ltd. encountered friction in their financial workflows:

• Time-Consuming Processes – Re-keying invoices and purchase orders into Xero created significant delays in financial reporting.
• High Risk of Human Error – Manual data handling led to occasional mismatches and inaccuracies, causing unnecessary reconciliation efforts.
• Reduced Productivity – Valuable staff time was tied up in administrative tasks instead of being focused on more strategic business priorities.

It was clear that the company needed a streamlined, reliable, and scalable solution to integrate Chalkstring and Xero.

The Solution

RODA Technology developed a bespoke web application to automate the transfer of financial data between Chalkstring and Xero. Designed with simplicity and reliability in mind, the solution eliminated the need for manual entry while ensuring secure, accurate data flows.

Key Features

• Batch File Upload: Financial data exported from Chalkstring can be uploaded in bulk, simplifying the process for end-users.
• Secure OAuth Integration: The application connects seamlessly with Xero’s API using OAuth authentication, ensuring robust data security.
• Automated Transfers: Once files are uploaded, invoices and purchase orders are automatically populated in Xero, removing manual bottlenecks.
• User-Friendly Interface: A clean, intuitive interface allows staff to complete uploads and initiate transfers in just a few clicks.

Implementation

The project was delivered in an accelerated timeframe, moving from design to deployment in just a few days.

• Design & Development: The application was purpose-built with a focus on usability and secure data handling.
• Testing & Validation: Rigorous testing ensured accuracy, reliability, and performance before deployment.
• Rapid Launch: The solution was operational almost immediately, allowing Schofield Commercial Interiors Ltd. to realise benefits without delay.

Results & Impact

The custom integration delivered measurable improvements across Schofield Commercial Interiors Ltd.’s financial operations:

• Significant Time Savings: Manual data entry was eliminated, reducing administrative overhead.
• Improved Data Accuracy: Automated transfers dramatically reduced the risk of errors and discrepancies.
• Faster Delivery: The rapid development cycle meant the client was able to benefit from the solution within days.
• Future-Ready Solution: Designed to scale, the application can adapt to business growth and evolving operational needs.

Conclusion

By partnering with RODA Technology, Schofield Commercial Interiors Ltd. transformed a cumbersome, error-prone process into a seamless, automated workflow. The tailored solution not only addressed immediate operational pain points but also provided a scalable foundation for continued efficiency gains.

At RODA Technology, we specialise in creating practical, client-focused solutions that deliver measurable impact. If your organisation is facing similar challenges with system integration or operational inefficiencies, our team can help you design and implement technology that drives long-term value.