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Automation Rules

Put your financial discipline on autopilot.

Set your rules once. WorkUp automatically organises it for you.

Automated, Daily

Sweep at midnight

Taxes

$56,605

Profit

$4,200

Super

$8,558

Cards and payments powered by Airwallex.

Why it matters

You shouldn't have to remember every transfer.

Running a business gives you enough to think about.

WorkUp Automation Rules help organise money for tax and super automatically, so important transfers don't depend on you remembering to make them.

Rule builder

Build a rule in seconds.

Choose what you want to protect, set your percentage, and let WorkUp handle the routine.

  • 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 allocation

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 allocated to Tax account

Super allocation · rule applied

12:00 AM

$1,364 allocated to Super account

Done

12:00 AM

All rules executed successfully

Built around your business

Set it once. Let it run.

Automatic allocation

Automatically organise GST, PAYG and super into dedicated accounts.

Runs automatically

Rules move funds between accounts based on the settings you choose.

You're always in control

Pause, edit or adjust your rules anytime.

Manual discipline vs WorkUp Automation Rules.

Traditional
WorkUp
Remember to make transfers manually
Rules run automatically
The same financial tasks repeat every week
Set the rule once
Changes mean reworking everything manually
Adjust or pause rules anytime
Automation Rules

Less to remember. More peace of mind.

Set your Automation Rules and let WorkUp handle the routine, helping keep important money organised while you focus on running your business.

Cards and payments powered by Airwallex.