Chloe Brennan

About

I'm Chloe Brennan, based in Bunbury, WA. I help trades, construction and professional services teams cut down on repeat admin and keep their software in step. That includes accountants, lawyers and consultants who want less copying between systems. I start with how you work, then build simple links and workflows that suit your team. In our first chat, I'll ask where tasks get stuck, which tools you use and what takes up your time. You can expect plain advice, room for questions and a clear sense of what we could tackle first. I keep the scope practical and explain each step as we go.

Services

• Software integrations
• Workflow automation

Industries

• Trades and construction
• Professional services

Tools

Xero, Make, simPRO, Microsoft Excel, Zapier

Project example

The problem

In this illustrative project, I worked with a small trades and construction business where office staff copied job details between systems. Completed work was recorded in simPRO, while invoice preparation relied on separate spreadsheets. I found that missing details and inconsistent job references made it hard to see what was ready for billing.

What was implemented

I built a Make workflow to pick up eligible job details from simPRO and prepare draft invoices in Xero for staff to check. I added checks for missing customer details and job references, with exceptions sent to an office task list. I also set up a Microsoft Excel tracking sheet so staff could see which jobs had passed through the workflow. Before handover, I tested common scenarios with sample records and kept invoice approval with the team.

The outcome

In this illustrative example, I helped the office team move away from repeated copying and towards a clearer billing process. Staff could spot incomplete job details more easily, and draft invoices were easier to trace back to the original work. I kept the familiar approval step in place.

Provided by the specialist. Talk Digital reviews profiles but does not independently verify project results.

Experience

I've spent seven years working on software integrations and workflow automation for small business teams. My work has covered job administration, invoice preparation, client intake and spreadsheet reporting. I've connected office systems for trades businesses and helped professional services teams organise the steps between an enquiry and an active client file. I work with Xero, Make, simPRO, Microsoft Excel and Zapier, choosing tools to suit the task rather than adding software for its own sake.

Support and handover

I hand over plain English notes covering how the workflow runs, what to check and how to handle common issues. I walk your team through everyday tasks and practise the exception steps with them. After delivery, I offer agreed support for questions, troubleshooting and small adjustments as your processes change.

TalkSI reviews

Demo reviews: fictional examples for testing. Not real customers or verified work.

• 4 out of 5· Chris P. · September 2026

  Helpful and practical. Took a little longer than planned but kept us updated.

• 4 out of 5· Max W. · July 2026

  Helpful and practical. Took a little longer than planned but kept us updated.

• 5 out of 5· Riley C. · May 2026

  Clear scope, sensible advice and the automation has run smoothly since handover.

• 4 out of 5· Frankie T. · April 2026

  Good communication and a solid build. A couple of small tweaks were needed after launch.

• 4 out of 5· Drew F. · March 2026

  Helpful and practical. Took a little longer than planned but kept us updated.

• 3 out of 5· Robin S. · February 2026

  The core workflow works, but we needed more back and forth than expected.