Xero integration
Invoices, payments & contacts pushed to Xero automatically.
Replaces exporting CSVs and typing them in again. No double entry, and the books are current without a bookkeeping session.
Plays nicely with the tools you already pay for.
Xero, QuickBooks, Sage, Stripe, GoCardless, Google Calendar, Microsoft 365, Twilio, Zapier, FENSA, TrustMark and a developer API with outbound webhooks.
No double entry, no exporting CSVs on a Sunday night.
- Invoices, credit notes and payments pushed to Xero as they happen
- Customers matched to existing contacts rather than duplicated
- Nominal codes and tax rates mapped per line type
- Sync conflicts surfaced in a queue instead of being silently overwritten
Step 06 of the job: paid
The customer pays by card, Apple Pay or Direct Debit. Xero or QuickBooks are updated. A review request goes out. And eleven months later, the annual service reminder books the next job.
Xero integration is one part of that step. The rest of the job — quoting, scheduling, certificates, invoicing and payment — runs in the same system, on the same record. See the whole job →
What does Xero integration replace?
For most trade businesses, exporting CSVs and typing them in again. No double entry, and the books are current without a bookkeeping session.
How often does Xero integration sync?
Continuously. Records are pushed as they happen rather than in a nightly batch, and anything that fails is retried. Where both sides have changed, the conflict is surfaced for you to resolve instead of one side silently overwriting the other.
Which plan is it on?
Every paid plan. Xero integration is included for unlimited users at no extra cost — the monthly, annual and lifetime plans differ only in how you pay.
How long does it take to start using?
Minutes. Start a 14-day free trial with no card, pick your trades at sign-up, and Xero integration is switched on with your trade's templates already in place.
Put Xero integration to work.
Full platform, 14 days free, no card needed. Set up in an afternoon, import your customers in a few clicks, and send your first quote today.
Founding members: first 100 businesses get 50% off every paid plan, for as long as they stay subscribed.