Xero integration is a buzzword that you often hear in the industry these days. As more and more small and medium businesses have started using Xero for accounting and bookkeeping purposes, the need for customised solutions to integrate it with their existing business systems has also increased sharply.
The Need for Xero Integration
We often come across business owners who are interested in using Xero, as they like the idea of a cloud based accounting program, which allows them to access their finances from anywhere using their smartphone or laptop. Many of these businesses, however, already have their own proprietary software programs and back office applications, which need to be integrated with Xero. So, we develop highly customised Xero add-ons that seamlessly integrate Xero with other systems and applications.
The Way It Works
We recently did an integration process in which we connected Xero with our client’s proprietary software program. The client had been using his own software program for accounting and bookkeeping purposes for a long time. He wanted to make use of the amazing features of Xero, but was not willing to stop using his tried-and-tested software altogether. So, we wrote a software program that integrated our client’s software with Xero without compromising the functionality of either of the software programs. The Xero integration process worked spectacularly well and, in particular, the software can now import invoices from Xero and send invoices to Xero seamlessly.
Benefits of Xero Integration
Integrating Xero with your own software programs can benefit your business in a number of ways.
Let’s say, for instance, you have an e-commerce website. You are likely to have customers that place many orders in a calendar month. So, each month, you have to take all the orders and create an invoice for each customer. With Xero, this process can be simplified to a great extent.
We can develop an application that can sift through your customer database, make a note of submitted orders, create Xero import invoices for each customer, and send them on the right date. Even if you already have an in-house billing software program for creating invoices, it can be integrated with Xero to make sure the data transfer between the two software programs is smooth and seamless.
The biggest advantage of Xero payment integration is that it avoids double entry and works with bank feeds. You do not have to enter the same information twice – into your own software as well as Xero. We can develop apps and add-ons that will enable your software to share data with Xero.
You can also get financial reports exactly the way you want, so that you can get a clear idea of the current state of your business. We can develop apps that can access the information stored in your own software as well as Xero and provide detailed reports that tell you everything you need to know about your business finances.
On the whole, suffice it to say our clients have been extremely happy so far with Xero integration. It has made their business systems more efficient and saved them a lot of time, effort and money.