What we automate with Xero
Create and send Xero invoices automatically from CRM deals, project completions, or custom triggers. Include all line items and terms.
Automatically match bank transactions to invoices and bills. Reduce reconciliation time from hours to minutes.
Sync Xero with CRMs, project management tools, and e-commerce platforms. Keep financial data consistent everywhere.
Generate and distribute financial reports automatically. Schedule P&L, balance sheets, and custom reports.
Popular Xero automation workflows
Project billing automation
When project milestones complete, automatically generate Xero invoices with time entries and expenses included.
Subscription billing sync
Sync Stripe subscription payments to Xero invoices and payments automatically. Keep revenue recognition accurate.
Purchase order automation
Create Xero purchase orders from inventory systems or approval workflows. Convert to bills when goods are received.
Multi-currency automation
Handle international invoicing with automatic currency conversion and proper Xero account allocation.
Integrations that work great with Xero
Ready to automate with Xero?
Book a free consultation to discuss your Xero automation needs and discover how we can help eliminate manual work.