In this article, we will explore Xero integrations that can significantly enhance your business capabilities. Xero is a powerful cloud-based accounting software designed to streamline financial tasks and provide valuable insights into your business performance. By integrating Xero with various software solutions, you can make better-informed decisions, save time, reduce manual errors, and boost overall productivity.
Whether you’re a small business owner looking to simplify time-tracking processes or a growing enterprise in need of advanced reporting and analytics, there are Xero integrations tailored to suit your specific needs and industry. This curated selection of integrations covers a wide range of functionalities, ensuring that you can unlock the full potential of Xero and elevate your business operations to new heights.
So, let’s delve in and discover how these integrations can transform the way you manage your finances, streamline your operations, and boost productivity for your organization.
The definitive list:
- Jibble – Best for Time Tracking
- Hubdoc – Best for Managing Company Expenses
- Stripe – Best for Making Payments
- Cin7 Core – Best for Managing Inventory
- Hubspot – Best for Managing Customer Relationships
- Grow – Best for Analyzing Business Data
- Shopify – Best for Streamlining E-Commerce
1. Jibble – Best for Time Tracking
Jibble is a versatile time-tracking software that revolutionizes how businesses manage employee attendance, work hours, and productivity. Its seamless integration with Xero makes it an ideal solution for businesses seeking efficient time-tracking and invoicing processes.
With Jibble, employees can easily log their work hours from any device, ensuring accurate and real-time timesheets. The smart integration with Xero automates the transfer of timesheet data, eliminating the need for manual input and reducing the risk of errors.
One of the standout features of Jibble is its ability to calculate work hours based on specific projects, clients, or activities. This granular level of tracking allows businesses to gain valuable insights into their team’s productivity and resource allocation, facilitating better decision-making.
Invoicing becomes a breeze with Jibble and Xero working together. Tracked hours against projects and clients in Jibble flow seamlessly into detailed invoices in Xero, complete with all the necessary timesheet information. This ensures prompt billing to clients and accelerates the payment process.
Beyond time tracking and invoicing, Jibble’s integration with Xero also extends to payroll processing. Employee record details sync with their timesheets, simplifying payroll calculations and enhancing accuracy.
The Jibble and Xero integration doesn’t stop there – it also streamlines data exports. In just a few clicks, businesses can export employee time data to Xero as invoices or time tracking reports in XLS or CSV formats. This flexibility allows for deeper analysis and reporting tailored to specific business needs.
Key Features
- Extensive reporting capabilities
- Accessible from any device
- Automated time tracking
- Seamlessly syncs data to Xero
- Export reports in XLS or CSV format
Pricing Plan
- Free plan available
- Premium – $3.99/month
- Ultimate – $7.99/month
2. Hubdoc – Best for Managing Company Expenses
Hubdoc is a great way to manage your company’s expenses. With Hubdoc, data capture becomes effortless, as it automatically gets copies of documents and key data stored directly into Xero. Whether it’s bills or receipts, you can easily capture data through various methods like taking photos, emailing, scanning, or uploading documents.
Syncing transactions into Xero is a breeze with Hubdoc. Any important information from your documents are seamlessly added to Xero, ensuring smooth reconciliation. Hubdoc even goes the extra mile by extracting data from bank statements and converting them into Xero-compatible CSV files, simplifying the process of getting transaction data into Xero.
Gone are the days of sifting through piles of paperwork. Hubdoc stores all your bills and receipts online, making them easily accessible from anywhere. With its automatic organization into supplier folders and unlimited storage, you can go paperless without worry.
Using Hubdoc’s supplier rules, you can automate the creation of transactions in Xero, ensuring that your financial records stay up-to-date and reconciled. The original documents are securely attached to the transactions in Xero, providing a comprehensive and organized expense management system.
Hubdoc comes included in Xero’s Starter, Standard, and Premium plans.
Key Features
- Stores receipts online
- Cloud backup
- Auto-filling and sorting
- Search feature to find documents
Pricing Plan
- $12/per month (free 30-day trial)
3. Stripe – Best for Making Payments
Stripe is the best payment gateway that integrates with Xero, providing seamless payment solutions to businesses. With the Stripe and Xero integration, getting paid becomes a breeze, and you can offer your customers the convenience of paying on the spot using their preferred payment method. Whether it’s credit cards, debit cards, Apple Pay, or Google Pay, Stripe enables you to accept online payments effortlessly, putting you in sync with millions of businesses worldwide.
Gone are the days of chasing payments and dealing with late invoices. With Stripe’s auto-pay feature, you can set up and receive recurring card payments from repeat billing customers, ensuring a steady and consistent flow of funds. By adding a ‘Pay now’ option on your invoices, your customers can make payments instantly without having to keep track of due dates, making the payment process smooth and hassle-free.
The integration between Stripe and Xero ensures that every transaction is accounted for accurately. The transaction data seamlessly flows into Xero using the Stripe feed, and payments and fees are automatically matched to the correct invoices. This process allows you to effortlessly match transactions, providing you with better insights into your business’s cash flow with just one click.
If you are already using Xero, connecting your Stripe account is easy. You can create or link your Stripe account directly from within Xero, making the setup process quick and straightforward.
Key Features
- Payment link option
- Fraud and risk management
- Online invoice
- Auto-pay feature
Pricing Plan
- Free to use but transactional fees will be charged
4. Cin7 Core – Best for Managing Inventory
Cin7 Core (formerly known as DEAR) is a Xero integration meant for managing inventory. By syncing inventory information seamlessly with Xero, Cin7 Core eliminates the need for manual data entry, streamlining your operations and saving valuable time, ultimately leading to increased profits.
With its sophisticated and user-friendly inventory management software, Cin7 Core allows you to complete every step from purchase order to credit note without navigating through multiple screens. The intuitive screen layouts capture comprehensive purchase and sale processes, providing you with a clear and comprehensive view of your business, without losing sight of the important details. Cin7 Core offers features such as manufacturing, sales channel integration, and advanced reporting capabilities. It empowers you to effectively manage your biggest investment and provides up-to-the-minute knowledge of your inventory status through its Cloud ERP software.
Once Cin7 Core and Xero are integrated, Cin7 Core will serve as the central hub for all your inventory management needs. After completing inventory-related or manufacturing tasks in Cin7 Core, the information will be seamlessly synchronized to Xero in the form of invoices, bills, and journal entries.
Key Features
- Warehouse management system
- B2B payment solution
- POS system
- Real-time order tracking
Pricing Plan
- Standard – $325/month
- Retailing – $550/month
- Manufacturing – $650/month
5. Hubspot – Best for Managing Customer Relationships
HubSpot is a CRM platform equipped with software, integrations, and resources that connect marketing, sales, content management, and customer service. Partnering with Xero, HubSpot aims to eliminate the friction between sales and accounting by bridging the gap in the customer journey. From the very first visit to your website, through the sales process, to getting your invoices paid, HubSpot and Xero collaborate to provide end-to-end visibility.
The integration of Xero and HubSpot CRM offers a comprehensive view of your customer’s journey, from a stranger to a paid customer invoice, all within one centralized location. Your contacts in Xero sync directly to your HubSpot CRM, allowing you to apply inbound marketing and sales processes while also accessing invoice and payment data with ease.
Creating invoices becomes a seamless process within HubSpot CRM, allowing your sales team to stay focused and efficient. They can create invoices directly in HubSpot CRM, knowing that these invoices will automatically sync with Xero for approval by the accounting team.
Leverage the power of automation through HubSpot workflows based on invoice properties. For example, if a customer hasn’t paid their invoice yet, you don’t need to manually follow up. Simply use HubSpot workflows to trigger automated email reminders, saving time and effort while ensuring timely payments.
Key Features
- Contact and company insights
- Create invoice
- Real-time view of cash flow
- Automated email reminders
Pricing Plan
- Free plan
- Starter – Starts at $50/month
- Professional – Starts at $1,781/month
- Enterprise – Starts at $5,000/month
6. Grow – Best for Analyzing Business Data
Grow is a powerful Xero integration that empowers businesses to analyze their data effectively. With its data integration capabilities, It connects and combines data from various sources, making it simple to have a single and reliable data source. You don’t need to deal with complex queries to clean and prepare your data as Grow’s user-friendly tools handle it effortlessly.
With Grow, you can explore and visualize your data in a modern and interactive way. The platform automatically updates data dashboards, so you always have the most current information at your fingertips. You can also share these dashboards with your team, encouraging collaboration and better decision-making. With Xero added to the mix, you can strategically visualize your Xero data alongside other essential business data in real time, empowering you to focus on what matters most.
Grow’s Smartbuilder feature automatically recognizes key values and dates, making data preparation a breeze. With tools like Datasets and the Data Explorer, your analysts can create customized metrics for each department, making BI accessible and cost-effective for your company.
Key Features
- Data storage
- Various chart types
- Shareable insights
Pricing Plan
- Starts at $1,500/month
7. Shopify – Best for Streamlining E-Commerce
Shopify is an e-commerce platform that allows businesses to create and manage their online stores easily. When combined with Xero’s powerful accounting features, it offers a comprehensive view of business performance. One of the primary benefits of using Shopify with Xero is the automation of finance administration, simplifying accounting and bookkeeping tasks by eliminating the need for spreadsheets.
With the integration, Shopify sales transactions flow seamlessly into Xero, making it effortless to reconcile them against bank data with just a few clicks. This ensures faster and more accurate data processing, allowing you to track revenue and profit daily.
The integration also provides a breakdown of costs and profits, eliminating the need for manual exporting of Shopify data for financial purposes. Instead, Xero automatically displays your Shopify sales and fees, giving you a clear overview of your business finances.
Moreover, you can track your cash flow in one place through Xero’s dashboard, providing valuable insights into your business’s financial health. With Xero analytics and cash flow forecasts, you can make informed decisions to optimize your business performance. Additionally, Xero’s mobile app enables you to track your business performance on the go.
Key Features
- Online store
- International market management
- Customer segmentation
- Sales channel
Pricing Plan
- Basic – $25/month
- Shopify – $65/month
- Advanced – $399/month
