Streamline Accounting Tasks
Manage different activities like billing, invoice generation, accounting details through a single platform
Get Advanced Accounting Features
Access functionalities like accounts payable, expense claims, fixed assets depreciation, and business reporting
Secure Data Synchronization
Bring all accounting details together within Salesforce by synchronizing data and removing any duplicate records
Promote Accuracy and Collaboration
Eliminate unwanted silos with accounting records through seamless collaboration across teams
Streamline accounting operations
Work with critical data in real-time with increased accuracy
Integration
Using APIs
Standard App Integration Using AppExchange
Create Invoices
Create and manage Xero invoices easily within Salesforce
Track Invoice Status
Track invoices within Salesforce, so you always know what’s due or overdue
Speedy Reporting
Build and manage reports, emails, documents, and proposals within Salesforce
Manage Complex
Billing
Access features for complex billing for varying choices of products, services, add-ons, payments methods, currencies
Automate Invoice Generation
Automate the process of invoice generation with ability to setup GST, VAT, tax for multiple currencies and tax locations
Pre-populate
Fields
Create accurate invoices by setting pre-populated fields like discounts, tax rates, dates, etc
1Decade-Long Industry Experience
Our certified Salesforce experts are highly skilled and experienced in working with Salesforce-Xero integration
2Retain Business Logic
We offer support to help you to retain business logic and eliminate silos for an improved billing process
3User Training for Xero
Get an on-demand working model of Xero-Salesforce integration to facilitate user training
4Post-Installation Support
Our experts take up any queries or doubts post-installation, delivering support to reach customer satisfaction