Automation Rules

Automate financial discipline. Before cashflow gets messy.

Rules that organise tax and super automatically - every single day.

Auto rule
Live

Tax sweep at midnight

Runs daily · designed to reserve up to 100% of obligations

Tax

$56,605

Super

$8,558

Get Started Book Demo

Why it matters

Manual transfers are easy to miss.

As business gets busy, tax and super obligations can quietly build in the background.

WorkUp Rules automatically organise obligation money as transactions are reconciled in Xero, helping keep tax and super funds separated before they're accidentally spent.

Rule builder

Build a rule in seconds.

Pick a rule type, set a percentage, and let it run. No spreadsheets. No reminders. No manual transfers.

  • Tax (GST & PAYG) and Super rules
  • 1–100% allocation rules
  • Edit, pause or remove rules anytime

Automations

Auto rules

Create rules, then pause, edit or delete anytime.

Runs nightly
Create rule
Rules3
Auto transfer

Rule type

TaxesSuper

Required

Percentage

100
%

Value must be between 1 and 100.

Description (optional)

e.g. Daily GST sweep
Runs nightly at midnight.Create rule
Active rules

Every rule. In one view.

See every rule running in the background. Pause anything in a tap. Adjust percentages as the business shifts.

Pause anytime

Adjust on the fly

Active rules
2 rules

Daily tax sweep

Taxes (GST & PAYG) · 100%

Running

Super reserve

Superannuation · 100%

Running
Next run · Tonight 12:00 AM
+ New rule
Daily execution

Runs every night. On your terms.

Rules run nightly to organise funds between your Business Accounts - you can pause, edit or disable any rule at any time, and see clearly what moved where.

Last run
Today

Rules triggered

12:00 AM

2 rules queued for daily execution

Tax sweep · rule applied

12:00 AM

$2,232 organised into Tax account

Super reserve · rule applied

12:00 AM

$1,364 organised into Super account

Done

12:00 AM

All rules executed successfully

Supercharge

Set it once. Let it run.

Tax & super reserve rules

Set rules that automatically organise GST, PAYG and employee super into dedicated accounts.

Account-based automation

Move funds between business accounts based on obligation types and percentages.

Estimated obligation inputs

Rules powered by estimated tax and super visibility from the Obligation Engine™.

Pause and edit anytime

Full control to pause, modify or delete rules as your business changes.

Daily execution at midnight

Rules run automatically every night - set it and forget it.

Manual discipline vs WorkUp Automation Rules.

Traditional
WorkUp
Remember to transfer tax money manually
Rules organise funds automatically every day
Transfers get skipped when busy
Automation runs regardless of workload
Super obligations build up unnoticed
Super is provisioned continuously
Obligation money sits in operating account
Funds separated into dedicated business accounts
Discipline depends on human effort
Discipline is built into the system

Put cashflow automation on autopilot.

WorkUp Automation Rules organise obligations automatically - reducing manual work and improving financial control.

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