01
Contacts
Create or update approved customer and supplier records with stable identifiers.
Business AutomationXERO
Accounting integration
Connect Xero
A Xero integration can join finance to sales and delivery while keeping accounting controls intact. We agree which system owns each record and how corrections should be handled.
Connection possibilities
What can be connected
The final scope depends on your account, permissions and process. These are the most common connection points.
02
Invoices and bills
Prepare transactions from confirmed business events and return their status.
03
Payment status
Notify teams when an invoice is paid, overdue or needs attention.
04
Reporting inputs
Bring selected totals or categories into operational dashboards where appropriate.
Example workflows
Practical ways to use it
Automation should remove a real handoff or delay—not add another system for your team to maintain.
- 1Create a draft invoice from an approved completed job.
- 2Update the CRM when payment is received.
- 3Send an overdue-payment task to the account owner.
Good to know
Available fields and actions depend on the connected Xero organisation and granted scopes.
Scope it properly
Which Xero task is slowing your team down?
Show us the current steps. We will identify what can move automatically, what still needs approval and where exceptions should stop safely.
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