Xero
Xero handles your books well, but it works best when it's not an island. We connect Xero to your CRM, e-commerce store, and job management tools so invoices, payments, and contacts stay current automatically.
Book Free Audit →What we automate with Xero
- •Raising invoices by hand after deals close or jobs complete
- •Reconciling payments between Xero and your CRM
- •Importing sales orders from your online store manually
- •Chasing overdue accounts with no automated follow-up
Common Xero automations
CRM-to-Xero invoicing
A closed deal in Salesforce, HubSpot, or Folk triggers invoice creation in Xero with the right line items, amounts, and customer details already filled in.
Payment reconciliation
Payments received in Xero sync back to your CRM so account managers see live payment status without switching between systems.
E-commerce order sync
Shopify and WooCommerce orders, refunds, and payments pushed to Xero automatically so the books stay current without manual import.
Overdue invoice alerts
Overdue invoices trigger automated follow-up emails and internal alerts so nothing gets missed and chasing happens on schedule.
Payroll data prep
Timesheet data from scheduling and field service tools compiled and sent to Xero Payroll automatically at the end of each pay period.
Reporting dashboards
Revenue, cash flow, and expense reports built automatically from Xero data so leadership sees the numbers without waiting for an accountant to compile them.
Works well with
Frequently asked questions
Can you connect Xero to our CRM?
Yes. We build two-way sync between Xero and CRMs like Salesforce, HubSpot, and Folk so contacts, invoices, and payments stay current across both systems when a deal closes.
Can you automate invoice creation in Xero?
Yes. We trigger invoice creation from a closed deal in your CRM, a completed job in your field service tool, or a new order from your e-commerce store.
What e-commerce platforms does Xero connect to?
We most commonly connect Xero to Shopify and WooCommerce, syncing orders, payments, and refunds so your books stay current without manual import.
Stop raising invoices by hand every time a deal closes.
Book a free audit and we'll map what's worth automating in your Xero setup first.
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