Xero accounting integration for comprehensive financial management

This Xero accounting integration brings powerful automation to your financial operations. It streamlines core accounting tasks, from invoice and bill management to detailed financial reporting and document handling, allowing your business to operate with greater efficiency and accuracy.

Core financial management features

• Efficient invoice and bill processing: Create and update sales invoices (ACCREC) and purchase bills (ACCPAY) directly within Xero.
• Payment and transaction oversight: Retrieve payments for invoices and bills, along with bank transactions for non-invoice-related spending.
• Account classification: Access Xero accounts to correctly classify revenue, expenses, assets, loans, equity, and GST items.
• Contact management: Find specific contacts by name, retrieving full details including email and address, to ensure accurate financial records.

Automated financial reporting and analysis

Gain deep insights into your business's financial health with automated report generation.

• Key financial statements: Instantly retrieve balance sheets, profit and loss statements, and trial balances.
• Detailed aging reports: Access aged payables and receivables reports to manage cash flow effectively.
• Connection management: Identify all available Xero tenant connections and their associated company names.

Streamlined document and attachment handling

Reduce manual effort in managing financial documents.

• File attachments: Attach important files directly to existing sales invoices or purchase bills.
• Document retrieval: Get all attachments linked to invoices, bills, or bank transactions, and download their content for analysis.
• PDF invoice retrieval: Directly download specific sales or purchase invoices as PDF files from Xero.

This integration empowers you to maintain precise financial records, automate routine accounting tasks, and access critical financial data instantly. It helps minimize errors, saves time, and provides a clear view of your business's financial standing.