Stop retyping what your systems already know
Automation and software integration with Xero is what we are known for. The tools you already use can push their data into Xero on their own, and set up correctly that means fewer errors and an afternoon a week back. Set up carelessly, it means a reconciliation nobody can explain.
A connection that codes badly is worse than none
A connection that codes badly is worse than no connection, because it produces a great deal of tidy-looking data that does not agree with your bank.
Connections that actually reconcile
Four steps, in this order
What we can integrate with Xero
Connect Xero to the systems you already run, and save time, remove errors and get real-time visibility over your finances.
Cliniko, Clinic to Cloud and HealthKit all push appointments and payments into Xero on their own. Set up correctly, Medicare and private billing reconcile themselves instead of eating an afternoon a week. SupportAbility does the same for NDIS providers, so participant billing and claims reach Xero without being entered a second time. Gentu has no official Xero integration at all, so that one we built ourselves.
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Shopify, WooCommerce, Maropost, Stripe, PayPal, Square and PencilPay each handle merchant fees differently, and fee treatment is where most integrations go wrong. Done properly, your sales and your fees land in the right accounts with the right GST.
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Keap, Salesforce and HubSpot connect donor and member data to your accounts. Grant reporting stops being a manual rebuild every quarter.
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Deputy, ServiceM8 and WorkflowMax push timesheets straight into Xero payroll. No retyping, no transcription errors, no arguments about leave balances.
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Dext reads bills and receipts so purchases arrive already coded instead of being typed twice, and Unleashed pushes stock movements and cost of goods into Xero. Between them the purchase side of the file stops being manual, which is usually where the hours go.
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Not seeing your system? Where there is no official Xero integration, we build the connection ourselves. Keap, WooCommerce and Gentu all run this way, and so do email, spreadsheets and folders of PDFs or Word documents. Everything arrives in Xero as a draft for you to review and approve. Book a call and tell us what you are running.
Automation built where the connector does not exist
Plenty of what a business does by hand follows a pattern, and a pattern can be automated. Where a system has no Xero connector at all, or the one it has is not sophisticated enough to code a transaction properly, we build the connection ourselves. Everything we automate arrives in Xero as a draft for a person to review and approve, because ownership of what reaches your ledger stays with you.
If your team spends hours every week on something that feels like it should not be manual, it probably should not be. That is the conversation to have.
Who this is for
Questions we are asked most
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