Hero background
Logo
No-code automationYour No-code and AI Automation Partner

Automate Xero API Workflows with Make.com, n8n and Zapier

Streamline your accounting tasks by automating Xero processes such as expense management, payroll updates, and invoice generation. Empower your business decisions with real-time financial insights through seamless automation.

When a New Invoice is Created
Solution
1. Automate Invoice Notifications

Send email notifications when a new invoice is created.

Perform an Update on Bank Transactions
Solution
2. Sync Bank Transactions

Automatically sync new bank transactions into Xero.

Send a Payment Reminder
Solution
3. Automate Payment Reminders

Notify clients automatically when a payment is nearing due date.

Update CRM with New Financial Data
Solution
4. CRM Integration

Integrate new financial data into CRM tools.

When a Bill is Paid
Solution
5. Update Inventory System

Adjust inventory levels automatically when bills are paid.

- Repeat -

Automation Benefits

Benefits of Xero Automation

Explore the advantages of automating Xero processes for enhanced productivity and streamlined accounting workflows.

Reduce Manual Errors

Automation minimizes human errors in financial entries.

Streamline Financial Workflows

Automate repetitive tasks for quicker financial processing.

Enhanced Cash Flow Management

Track and manage cash flow with real-time updates.

Boost Staff Productivity

Free up staff from routine tasks to focus on strategic planning.

Real-Time Financial Insights

Access up-to-date financial data for informed decision-making.

Ensure Compliance

Maintain compliance with automated record keeping and reporting.

Features

Xero Automation Features

Harness the power of automation with Xero to tackle daily accounting tasks and foster financial clarity.

  • 1
    Automated Bank Reconciliation

    Keep your financial records in sync with real-time bank feed integration.

  • 2
    Recurring Invoice Automation

    Set up automatic invoices for recurring billing cycles, reducing manual effort.

  • 3
    Expense Tracking Automation

    Capture and categorize business expenses in real-time to simplify accounting.

Feature

Outcomes

Automation Outcomes with Xero

Unlock higher productivity and revenue growth by automating financial operations in Xero.

40%
Increased Efficiency
50%
Faster Payment Processing
90%
Improved Financial Accuracy

We Might Have Solved Your Problems Already

Xero automation use cases

See how you can improve your process by leveraging AI, automation and Xero API.

Transaction Triggered app logoFetch Invoice Data app logoData Cross-Reference app logoUpdate Invoice Status app logoNotify Finance Team app logoLog Discrepancy app logo
Automate Transaction Reconciliation with Qonto

Simplify your financial processes by automating transaction reconciliation between Qonto and your accounting software. Eliminate errors, save time, and enhance efficiency with seamless integration and notifications.

Trigger Data Export app logoClean & Normalize Data app logoGenerate Reports app logoNotify Team app logo
Automate financial reports with Pennylane

Effortlessly consolidate financial data from various platforms into Pennylane using Zapier. This automation saves time, reduces errors, and enables your finance team to focus on strategic analysis.

Trigger Report Generation app logoCreate Visual Reports app logoPrepare Export Formats app logoAutomate Export Process app logo
Automate Financial Reports with Power BI & Xero

Automatically generate monthly and quarterly financial statements like P&L, balance sheet, and cash flow from accounting systems, then export to your preferred format for analysis and review.

Trigger Document Collection app logoDocument Checklist Email app logoTrack Submission Progress app logoReminder for Missing Documents app logoNotify Accountant app logoApply Rush Fee app logo
Automate Document Collection for Clients

Effortlessly manage overdue client document submissions during tax season. Automate reminders, escalate delays, and apply rush fees with seamless integration using Xero, QuickBooks, and Airtable.

FAQ

Xero Automation FAQs

Answers to common questions about automating Xero to streamline finance management.

Pricing Plans

Our pricing plans

Choose a plan that is suitable for your needs.

One-Time
One-time Fee

Pay once for build out.

  • Custom project build (template / blueprint)

  • You choose platform (n8n, Zapier or Make)

  • Follows your requirements

  • Integrates with your systems

  • Paid after build maintenance

  • No recurring charges monthly

Build Fee + Maintenance Fee
from 300$/month

Pay for build + lower recurring maintenance fee.

  • Custom project build

  • We choose best platform

  • Follows your requirements

  • Integrates with your systems

  • Maintenance, priority email / Slack support

  • Monthly recurring charges, 3+ months contract

Recurring
from $600/month

Use our pre-built solution with no changes.

  • Existing solution access (no source code)

  • No platform selection

  • Integrates as described / documented

  • Integrates with specific systems and software

  • Maintenance, priority email / Slack support

  • Monthly recurring, 3+ months contract required