JAGGER FOR MYOB

Jagger does your MYOB work for you.

Jagger does more than answer questions. Give it the everyday MYOB work — an RFQ, a purchase order, a new customer, a pricing change or a report — and it will work through the job with you.

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MYOB aware Reads AccountRight records with business-specific rules.

Scheduled reports Email recurring sales, quote, and operations reports.

Checked workflows Preview MYOB actions before anything is written.

Purchase order to invoice

Turn a customer's PO into a ready-to-send MYOB invoice.

Here’s an order from our customer. Enter it into MYOB and send me the invoice.

Customer-PO-1847.pdf attached

Purchase order checked

Customer	Harbour Civil Group
Customer PO	PO-1847
Products matched	6 of 6
Total ex GST	$4,860.00

Everything matches MYOB. I'll create the invoice using the customer's saved terms and pricing.

Done. I've created the invoice in MYOB.

Download invoice 00300514.pdf

Business Insights

See revenue and cost trends without building a spreadsheet.

What's our sales for this week? Also include cost of goods sold.

This Week's Sales

Revenue ex GST: $42,860 · Cost of goods: $17,940

Revenue Cost of goods

Source: MYOB Sale/Invoice/Item rows for the current week, accrual basis, ex GST.

Email me those figures every Friday at 5pm.

Done. I scheduled the 5pm sales chart delivered by email.

Income accounts

Spot where this month's income is really coming from.

What are our top 8 income accounts for this month to date?

Top 8 income accounts - July month to date

Period: 1-22 July 2026 · Basis: Accrual, ex GST · Total income: $38,787

Sales - Safety Barriers $13,355 Sales - Lockout Kits $7,970 Sales - Traffic Control $5,660 Freight Income $3,488 Sales - Signs & Labels $3,083 Sales - Spill Kits $2,435 Sales - PPE Packs $1,971 Training Income $825

Source: MYOB ProfitAndLossSummary grouped by income account, month to date.

Sales person

Find the highest-value open quotes without hunting through MYOB.

Send me our biggest open quotes from last week.

Top open quotes

Customer	Quote	Value ex GST
Harbour Civil Group	Q00300492.pdf	$12,840.00
Northline Electrical	Q00300488.pdf	$7,455.50
Bright Road Services	Q00300476.pdf	$4,980.00
Metro Traffic Hire	Q00300471.pdf	$3,820.00
Southern Formwork	Q00300467.pdf	$2,940.00
Clearway Projects	Q00300461.pdf	$2,385.00

Perfect. Email me this report every Monday morning at 9am.

Done. I have scheduled this report.

Monday 9am quote report scheduled.

Purchasing

Turn supplier spreadsheets into checked MYOB item updates.

Add these product codes to MYOB.

Supplier-products.xlsx attached

MYOB item import preview

Code	Action	Sell ex GST
38-TC-700	Create item	$29.50
38-BB-8KG	Update price	$18.20
38-MESH-50	Create item	$74.00
38-GLOV-XL	Create item	$12.80
38-SIGN-A4	Create item	$9.90
38-CONE-900	Create item	$21.40

Done. I've created those codes in MYOB.

30 products created in MYOB.

Accounts staff

Turn overdue invoices into a focused action list.

Send me a list of customers with unpaid invoices over 30 days past due.

Unpaid invoices over 30 days past due

Customer	Invoices	Overdue
Metro Plant Hire	3	$6,215.40
Summit Contractors	2	$3,780.00
Oakfield Maintenance	1	$1,260.75

Change their payment terms to COD.

Done. I've changed their payment terms to COD in MYOB.

Payment terms updated for the listed customers.

ONE AGENT. A LOT LESS MYOB ADMIN.

Hand Jagger the work, not just a question.

Attach a document or describe the outcome you need. Jagger understands the job, works with your MYOB file and gives you something useful back.

RFQ → Quote

Upload a customer RFQ. Jagger checks the details, creates the quote in MYOB and returns the finished quote.

Purchase order → Invoice

Upload a customer PO. Jagger processes the order in MYOB and sends back the finished invoice PDF.

Customer details → Customer card

Send Jagger a new customer’s information and it can create the customer file in MYOB.

Instruction → Bulk update

Tell Jagger to increase pricing by 3% except freight. It finds the right records and prepares the MYOB changes.

Question → Business insight

Ask about sales, margins, quotes, customers or stock and get a clear answer, table or chart.

Schedule → Report delivered

Ask once for the report you need, then have Jagger email an updated version automatically.

MYOB COMPATIBILITY

Works with your online MYOB file.

Connect Jagger securely to MYOB and start giving it work.

MYOB AccountRight

Works with online AccountRight Standard, Plus and Premier company files.

MYOB Business

Works with online MYOB Business company files.

MYOB Essentials

Works with new Essentials company files.

Offline company files are not supported.

SIMPLE, TRANSPARENT PRICING

Try Jagger free. Pay only if it earns its place.

Connect MYOB and use every feature free for 7 days. No card required.

Individual

$66AUD / month

One Jagger account with full access to your connected MYOB file.

Teams

$55AUD / member / month

Individual logins, shared MYOB access and administrator-controlled permissions. Two-member minimum.

Prices include GST. Your trial starts only after MYOB connects successfully.

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