November 29, 2023

Xero Integration: levelling up business automation

What is Xero?

In today’s digital world, financial control has never been more important for businesses. Millions of businesses use Xero, a cloud-based accounting platform to streamline their financial processes. With a wide range of features, from invoicing to payroll, Xero is undoubtably a powerful tool - but it can be even more powerful when integrated with other software. In this article, we’ll explore how Xero integration can help you streamline your business operations and take things to the next level.

Why integrate Xero?

While Xero is powerful standing on its own, integrating it with your business software can unlock even more potential. Let’s explore some ways Xero integration can save you time and money.

Automatic invoicing

If you’re using a CRM, or project management software, we can completely automate your invoicing process. For example, you might want your CRM to automatically generate regular invoices for a customer, or you might want your project management software to automatically generate an invoice when a project or deliverable is completed. Whatever your requirements, the possibilities are endless.

Payment/invoice tracking

All too often we talk to businesses who are constantly logging into Xero to check if a customer has paid an invoice. This is a huge waste of time, and can be completely automated. By integrating these metrics directly into your application, you can save time and focus on what’s important (at a glance!).

Contact management

If you’re using a CRM, we can save you time by automatically syncing your contacts with Xero. This means you’ll never have to manually add a contact to Xero again - it’ll happen automatically!

Integrating Xero into custom software

At Novatura, we specialise in building custom software solutions to power businesses, and we’re experts at integrating third party services. The key is keeping all your data in one place - we want to reduce the number of times you have to log into another system, or open another spreadsheet.

Xero is a particularly interesting platform to discuss, however, because it’s quite so powerful. By sitting at the heart of your financial operations, it opens up possibilities for really powerful automation. We’ve already discussed some powerful integration ideas, but whether you’re looking to speed up your invoicing, get a clearly picture of your finances, manage your inventory, or something else entirely, we’d love to help.

What about other third-party services?

We’ve spent a lot of time talking about Xero, but truthfully the same principles apply to most third-party services subject to a couple of requirements:

  1. The service must have an extensive API
  2. The service must have a clear use case for your business

The good news is that, in most cases, these requirements are met! For example, we can work with the following platforms:

  • Microsoft Office 365 (Sharepoint, Outlook, etc.)
  • Google Workspace (Gmail, Drive, etc.)
  • Github
  • Discord
  • Slack
  • Stripe
  • Shopify
  • And many more!

Additionally, in most cases, we can also combine multiple services to create a truly powerful solution. For example, you may need a mobile app that lets your staff sign in with Microsoft, view their upcoming shifts on a calendar, while being able to write invoices for Xero. The possibilities are endless!

Get in touch today to discuss your requirements.