BCB platform

A cashflow operating layer above your accounting and operations tools.

Business Conveyor Belt connects accounting, sales pipeline, work in progress, invoices, costs and timing into one forward-looking cashflow view.

Not an accounting system Read-only integrations Scenario modelling and forecast visibility
Platform overview

BCB turns business activity into forward-looking financial visibility.

BCB sits above systems like Xero, MYOB and Simpro. Those systems remain the source of truth. BCB uses their data to build a clearer view of what is happening now, what is coming next, and what decisions may affect cash in the bank.

Connected data layer

BCB brings accounting, operations, job, quote, invoice and payment data into one operating view.

Cashflow engine

The platform organises business activity around timing, inflows, outflows, WIP and expected cash movement.

Scenario sandbox

Users can test hiring, delayed payments, job timing, quote conversion and cost changes before decisions land.

Visible assumptions

Source labels, sync status, timing rules and warnings help users understand where numbers came from.

Core product views

One platform for cashflow, scenarios, WIP, pipeline and business decisions.

BCB is not a static report. It is a live operating layer that connects the systems already running the business and turns that data into a practical forward view.

Cashflow Operating View

See the weeks ahead before cash pressure becomes urgent.

View expected money in, money out, opening balances, closing balances and pressure points across 4, 8, 13, 26, 52 and 104 week views.

Cashflow Forward view
Opening balance $286k Money in $198k Money out -$176k 4 week cash $309k
Sales pipeline

Connect future work to future cash.

Quotes, expected timing, status and probability can be reviewed in context, so pipeline activity does not sit disconnected from cashflow planning.

Quotes Pipeline view
Total quote value $1.81m
Weighted pipeline $1.30m
Conversion 67%
Aster Build Co.$198,400Won Marlow Fabrication$325,000Pending Keystone Retail$692,300Pending Rivergate Interiors$36,740Lost
Operations and WIP

Understand when work becomes cash.

Jobs, projects, milestones and work in progress can be connected to invoice timing, payment timing and future cash movement.

Work in Progress Active and planned work
WIP value $1.63m
Active work 10 jobs
Due in 8 weeks $882.2k
Civic fitout stage 25 JunIn progress Yard services19 JunIn progress Store rollout14 AugPlanned
Scenarios and decisions

Test business decisions before they affect the bank account.

Model delayed payments, new hires, cost changes, quote conversion, WIP timing or large purchases without changing the live baseline forecast.

Scenario Manager Comparison view
Baseline closing cash $309,000
Delayed payment impact -$42,000
Deferred purchase scenario Positive cash maintained
How the platform works

From source systems to forecast visibility.

BCB connects to existing business systems, processes the data through its cashflow engine, then surfaces the information through practical views, alerts, scenarios and decision tools.

Xero, MYOB and Simpro BCB data engine Forecast logic Scenario sandbox Cash decisions
Step 1

Connect source systems

Users connect supported accounting and operations tools through secure OAuth authorisation flows inside the Integration Centre.

Step 2

Sync and structure the data

BCB uses direct API integrations and incremental sync logic to bring in changed records without relying on third-party middleware.

Step 3

Forecast, validate and model

The platform builds the cashflow view, validates source completeness, flags issues, and lets users test scenarios before taking action.

Platform capabilities

Built for business owners who need practical cashflow control.

BCB brings together architecture, automation, integrations, forecasting and scenario modelling so business decisions can be made with clearer financial context.

Data Engine and Sync Pipeline

BCB connects directly to source systems using native APIs and structured sync logic. The platform is designed to keep financial and operational data traceable, current and usable.

  • Direct API integrations with Xero, MYOB and Simpro
  • OAuth 2.0 authorisation flows
  • Incremental sync after the initial data pull
  • Global and per-integration sync status
  • Manual retry available when a sync issue occurs
Data engine Source-labelled sync Xero, MYOB and Simpro data connected into one BCB processing layer

Source Attribution and Trust

Every number in BCB should be explainable. Users can see where values came from, when data was last synced, and what assumptions are being used.

  • Source labels such as From Xero, From MYOB and From Simpro
  • Last synced timestamps
  • Partial sync and failed sync warnings
  • Visible assumptions near affected forecast values
  • Clear warnings when data may be incomplete or stale
From Xero From Simpro BCB calculation

Automated Forecast Construction

BCB builds the baseline cashflow view from synced accounting and operational data, reducing the need for spreadsheet maintenance and manual re-entry.

  • Invoices, bills, payments, WIP and quotes feed the model
  • Open quotes stay out of baseline cashflow by default
  • Won or accepted quotes can be included when timing and value are sufficient
  • Lost quotes are excluded from baseline and scenarios
  • Forecast gaps and duplicates can be surfaced for review
Forecast model Baseline cashflow Built from synced business activity and timing logic

Scenario Manager and Sandbox

Scenarios run separately from baseline cashflow so users can test decisions without accidentally changing the live forecast.

  • Manual scenario setup
  • Apollo assisted scenario creation
  • Compare up to 5 scenarios against baseline
  • Model payment movement, quote conversion, WIP timing and cost changes
  • Explicit apply confirmation before any scenario affects baseline
Draft Calculating Ready Warning Applied

Apollo AI Assisted Tools

Apollo is not an open-ended chatbot. It is a structured AI layer designed to support setup, forecast improvement and scenario creation while keeping outputs reviewable.

  • Guided onboarding and forecast setup
  • Forecast improvement and anomaly detection
  • Scenario Assistant for structured modelling
  • Visible assumptions before user confirmation
  • No silent changes to live financial data
Apollo Structured AI assistance Designed for setup, insight and scenario creation

Plan Based Forecasting and Usage

BCB can support different levels of forecasting depth, sync frequency and scenario usage depending on the plan a business chooses.

  • Foundation: 3 calculated scenarios per month
  • Momentum: 10 calculated scenarios per month
  • Performance: 20 calculated scenarios per month
  • Draft scenarios do not consume scenario allowance
  • Usage warnings appear before hard limits are reached
Foundation 3 scenarios
Momentum 10 scenarios
Performance 20 scenarios

BCB Pulse and Business Questions

BCB Pulse gives users a quick state of the business view across cashflow, lead flow and workflow. It helps non-experts understand what to look at first.

  • Cash Flow tile for bank balance, runway and liquidity context
  • Lead Flow tile for quotes, conversion and sales movement
  • Workflow tile for WIP, scheduling and utilisation
  • Context-aware business questions surfaced inside the product
  • Designed to guide users from data to action
Cash Flow Runway and pressure points
Lead Flow Quotes and conversion
Workflow WIP and operational timing
Connected platforms

BCB sits above the systems already running the business.

BCB is not a replacement for accounting or operations software. It is a read-only integration layer that uses source system data to build a clearer cashflow operating view.

Source systems stay in control. BCB provides the visibility layer they were not designed to offer.

Xero logo
Accounting API

Xero

Bring invoices, bills, payments, contacts, bank transactions, tax codes, categories and accounting movement into BCB for forward cashflow visibility.

MYOB logo
Accounting API

MYOB

Connect MYOB accounting data so income, expenses, suppliers, payments and financial movement can support the forward cashflow model.

Simpro logo
Operations API

Simpro

Bring jobs, customers, invoices, quotes, WIP, site data, cost centres and delivery timing into the BCB forecast and scenario engine.

Expanding ecosystem

More integrations coming soon

BCB is being built as an expanding operating layer for business cashflow, with more accounting, operational and planning integrations planned over time.

Why direct integrations matter

No middleware sitting between BCB and your financial data.

BCB is designed around direct API ownership rather than relying on third-party connector platforms. This gives BCB more control over field coverage, sync logic, data quality, error handling and scalability.

Native REST API connections OAuth 2.0 authorisation flows Read-only data access No Zapier, Make or Workato layer Source labels retained across the product Manual retry when sync issues need attention
What BCB connects

Sales, operations, finance and cash in the bank.

BCB connects the movements that business owners already manage every day, then organises them around the timing that affects future cash.

Accounting data Invoices, bills, payments and accounts

Xero and MYOB data helps build the financial base of the cashflow view.

Operations data Jobs, WIP, projects and timing

Simpro data helps connect delivery activity to invoicing, timing and future cash movement.

Pipeline data Quotes, probabilities and expected work

Pipeline context helps users understand what may become cash and what should stay speculative.

BCB processing layer Forecasts, scenarios and warnings

BCB structures the data into views that support decisions before pressure becomes urgent.

Scenario validation

Scenarios stay controlled before they affect the forecast.

BCB uses validation gates to reduce the risk of modelling from incomplete data, invalid values, stale sync results or unsupported assumptions.

Blocking checks Missing required fields, invalid values, unavailable baselines and dates outside the forecast horizon can stop calculation.
Warning checks Stale sync data, partial syncs, uncategorised transactions and manual assumptions can trigger visible cautions.
Sandbox separation Scenario outputs remain separate from baseline cashflow unless the user explicitly chooses to apply them.
Confirmation before apply Users must confirm before a scenario output affects the live forecast. This helps protect the baseline from accidental changes.
Real business use cases

Built for the decisions that usually live in spreadsheets, meetings and gut feel.

Can we afford to hire?

Model new staff costs, onboarding timing, expected revenue contribution and the cash impact across the next quarter.

What if a client pays late?

Test a delayed invoice or progress claim and see whether it creates pressure in the same window as payroll, BAS or supplier payments.

When does WIP become cash?

Connect active work, milestones, invoice timing and payment terms to understand when operational work may become bankable cash.

Should we buy equipment now?

Compare a purchase now against a delayed purchase and see whether either option creates short-term cashflow pressure.

Before and after

Move from disconnected systems to one forward cashflow view.

Before BCB

  • Accounting, operations and pipeline data sit in separate systems
  • Cashflow is managed manually in spreadsheets
  • WIP timing is hard to connect to future cash
  • Scenario modelling is slow and inconsistent
  • Decisions are made from yesterday's bank balance

After BCB

  • Source system data feeds a single cashflow operating layer
  • Cashflow views show expected money in, money out and pressure points
  • WIP, quotes and invoices can be viewed in financial context
  • Scenarios can be tested before action is taken
  • Owners and advisors can have clearer forward-looking conversations
Read-only integration layer BCB consumes source system data for visibility and modelling.
Visible source data Users can see where values came from and when they were last synced.
Scenario sandbox Decision modelling stays separate from baseline cashflow until confirmed.
Built for cashflow decisions Designed around timing, WIP, invoices, costs, quotes and payment movement.

See how BCB turns business activity into cashflow clarity.

Explore how Business Conveyor Belt connects accounting, operations, pipeline and scenario modelling into one forward-looking operating view.