Relevant Software experts describe Xero integration as a simple way to connect your accounting system with the tools your team already uses, so everything works together, not in silos. Customers can connect their PayPal account, Square account, and more. When selecting an integration for your business, it is crucial to consider the specific needs of your company and the features the integration offers.
This creates a single, up-to-date source of financial truth across the business. Every business relies on a mix of tools — one for payments, another for payroll, a different one for sales, and maybe several more for inventory or customer data. The more systems your team uses, the harder it becomes to keep financial data accurate and aligned. HubSpot is a widely-popular CRM that pairs nicely with Xero accounting software. The purpose of integrating HubSpot with Xero is to ensure that all the details of customers that make a payment are recorded in your CRM. This synchronicity can lead to better customer management, communication, and sales processes.
Accurate Reporting
Of course budget comes into play when choosing the Xero add ons for your business. Lots of integrational platforms have free trials available, including Link My Books, Xero Analytics Plus, and WellyBox. There’s also a free version of Zapier if that’s of interest to you. Compare the price of apps with their features, benefits, and potential ROI. ApprovalMax is an approval automation tool that integrates with Xero to enhance financial control and governance. It allows businesses to create customizable, multi-step approval workflows for bills and purchase orders before they enter Xero.
Xero Integrations and add ons for your business
- These Xero plugins support Xero inventory management, improve margin tracking, and speed up Xero expense tracking at scale.
- The Xero App Store is full of apps that save you admin time, improve the accuracy of financial tasks, and help you deliver better customer service.
- Xero is one of the most popular accounting platforms in the world, especially for small businesses.
Once Xero is set up, go to the Xero App Store, search for ‘Shopify integration by Xero’, select ‘Get this app’, then start your 30-day free trial of the integration. The Shopify integration by Xero automatically syncs your Shopify sales transactions with Xero at the end of each day. You can also review Uncategorized entries, entries posted to the parent GL, GL misclassification, and more.
Platform
Meanwhile, hundreds of other software providers have built their own Xero integrations. Flytographer cut 95% of its payments workload and added flexible, easy payment options to strengthen partner relationships. – A culture shift, recognizing AP as a crucial enabler of strategic finance, is essential.– AP automation tools elevate the finance operation to help propel the business forward. With the Trello-Xero sync configured, project managers can track real-time budget vs. actuals alongside task completion status for better cost control and forecasting. With the integration set up, marketers can better track net profits by campaign or channel, taking overhead costs into account for more accurate ROI reporting. The integration can be set up directly within HubSpot using the Xero app template.
This includes how easy it is to set up, configure, and use for day-to-day tasks. Xero gives you lots of information for using its official add ons through its blog and guides. When you use Link My Books, you’ll benefit from accurate profit and loss analyses. It analyses metrics like sales, fees, refunds, advertising costs, to accurately tally up your profits, both before and after taxes.
- All online payments can be simply linked with the Xero ledger, eliminating the need for you to do it yourself.
- This helps you deal with any Shopify company you may deal with both as a client and as a shop.
- The HubSpot integration for (and built by) Xero, offers the ability to create and send invoices directly from within HubSpot (for Australia, New Zealand, and UK users).
- Some clients prefer middleware solutions that connect Xero to other platforms without building a full API.
- Yes, Xero’s reporting and analytics capabilities help you easily prepare and submit your returns so you never miss a deadline.
If your business needs more than a basic Xero setup, we help you turn it into a connected financial engine. At Relevant Software, we work with companies in finance, e-commerce, SaaS, and other sectors to design structured, xero accounting integration scalable systems that integrate seamlessly across tools and teams. These Xero analytics integration setups enable faster forecasting, tighter cash flow control, and clean subscription metrics, all without juggling exports between platforms. For subscription-heavy businesses, this setup helps improve Xero financial reporting and accelerate growth.
With crypto payment data flowing into Xero, merchants can easily track sales, payments owed, settlements, and more. For ecommerce businesses, keeping inventory levels up to date across systems is critical. The Zoho Inventory and Xero integration automatically syncs key data like stock quantities and valuations.
ways to drive business results with your new Merge integrations
Xero integrations add functionality to your Xero software, enabling tasks like receipt scanning, building automated workflows, and payment processing. Stripe is a payment processing platform that integrates with Xero to automate online payment handling and reconciliation. It accepts various payment methods, automatically creates and matches invoices in Xero, and provides detailed transaction reporting. Gusto is a comprehensive payroll and HR management system that integrates seamlessly with Xero.
Because until the prospect actually pays, they haven’t truly become a customer. And the good news for loyal users is you can easily integrate Stripe with Xero. We’ll look at payments coming in next, but let’s start with solutions to keep an eye on your spending. Such obstacles may cause companies to miss strategic initiatives that can transform their AP functions for greater efficiency.
DEAR Inventory is one of many software tools offered by DEAR, a one-stop platform for ERP (enterprise resource planning), accounting, purchasing, sales, and inventory management. The main goal of this integration is to sync employee timesheets to Xero for easy reconciliation and payroll management. Integrating your project management software with Xero ensures data is synced across both platforms, making it easier to ensure invoices are paid and projects are completed without delay. Ask any subscription business accountant what they think of their accounting books, and all you get is a glare.
of the Most Robust Integrations with Xero
You can send and receive payments through the platform, to and from more than 170 countries. When you connect it with Xero, your transactions, like invoices and expenses, are automatically transferred to the accounting software. There’s a huge selection of Xero integrations, the most popular ones we’ll look at in this article.
Configuring SharePoint for Xero Integration
OAuth 2.0 lets your integrated app access a user’s Xero account without the password. A current Xero user must authorize the connection for the third-party app integration. Greater Visibility — With unified databases and company-wide systems using real-time dashboards and infographics, users will have access to more information when they need it. Some integrated software adds real-time visibility into spending, payables balances, and cash requirements.