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Integrations / Xero
Accounting

Stop retyping into Xero.

Xero is usually the last stop in a process that started somewhere else: a quote, a job, a timesheet, a supplier bill. We connect the earlier steps to it so the figures arrive rather than being entered.

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What we build

What people ask us to do with Xero.

Quote to invoiceAn accepted quote raises the invoice with the right line items, tax treatment and tracking category, ready for review rather than typed from scratch.
Supplier billsBills arriving by email are read, matched against a purchase order or job, and drafted in Xero with the document attached.
Jobs and timesheetsWork recorded in a job system becomes billable lines without anybody copying hours between two screens.
Reporting beyond the standard reportsFigures pulled from Xero and combined with the systems it does not know about, so a report covers the whole picture.
Usually joined to

What Xero normally ends up talking to.

Job and field systemsCRMsE-commerce platformsSpreadsheets and internal toolsDocument and email workflows
Before you start

What is awkward about Xero.

Every system has edges. Knowing them before the work starts is cheaper than finding them halfway through.

Tracking categories are the hinge

Xero allows two. How they are set up decides what you can report on later, and changing them after a year of data is painful. Worth deciding properly at the start.

Rate limits are real

The API limits how fast you can read and write. It rarely matters day to day, but a bulk historical load has to be paced rather than fired at it.

Approval still belongs to a person

We draft, match and attach. Whether something is approved and paid stays a human decision, because that is where the money is.

Services

How this work is usually scoped.

Industries

Who tends to run Xero.

What is being retyped into Xero?

Tell us where the information comes from and what somebody does with it by hand. That is usually enough for us to say whether this is a small job or a real one.

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Xero is a product of its own vendor and we are not affiliated with, endorsed by or reselling it. We build and integrate against it on behalf of our clients.