Xero Integration

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Xero Integration

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By integrating Xero and Office 365 you can bring your finance to your fingertips

How can Xero integration help you?

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Xero is one of the top cloud-based accounting software packages that gives businesses visibility of their cash flow. As a Xero certified developer, we can integrate Xero and Office 365/ SharePoint using APIs in Power Automate to get a real-time overview of your business.  Xero integration with Office 365 helps organisations seamlessly sync financial data, enhance accuracy, and avoid time-consuming double entries.

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Services provided by integrating Xero

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Generating Quotes, claiming expenses, and publishing invoices have never been easier. By integrating Xero and Office 365, related data can automatically be uploaded to the Xero system without giving staff access to Xero itself. Xero brings your company many time-saving features, including:

Xero integration with office 365, PowerApps, and SharePoint using Power Automate

Invoice generating​

Using one synchronized system can assist companies to issue and send detailed invoices to their clients without multiple data entries. This way, we allow companies to perform and monitor all the tasks in a single web application.

Timesheet system

With the help of Xero and SharePoint integration, users can easily enter the details of their working hours into their SharePoint platform. After the manager’s confirmation, data automatically records in the Xero system for payroll processing.

Expense claim

By Xero and Microsoft 365 suite integration, we help employees submit all expenses directly from their smartphones and send the expenses for approval, then the transaction reconciles within Xero along with the receipt automatically.

Features of Xero integration

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Xero integration benefits

Powerful Bank Reconciliation

You can now manage expenses easier than ever by its mobile app. Employees can capture and upload receipts to PowerApps and after the manager's approval, the reconciliation procedure is done automatically.

Synchronized customer details

With Xero and Dynamics 365 integration customer records and financial information are linked. Any changes to customer details relating to the invoice are replicated and there is no need to switch between systems.

Employee timesheets to payrolls

Push all employee timesheets data directly into Xero for payroll. Once timesheets are reviewed and approved by the manager, Xero takes control of the payroll!

Secure invoice documentation

When invoices are paid, pull all invoice documents from Xero to SharePoint Library as a database for better document management and easier access.

Visualized reporting and planning

Create compelling analytics based on Xero financials with Power BI to explore expenses, profit loss trends, debtor days, and return on investment.

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Related case studies

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See how we have helped our customers with Xero integration, or get in touch with our experts today.

if you would like to know more or just have a chat give us a call, will we be more than happy to help.