Any organisation that has chosen, or is considering choosing Xero, is aware of the significant benefit that comes from real-time access to cash flow, invoicing and inventory data. The next step is to ensure that this accurate real-time data is seamlessly available in conjunction with related operational data, ideally in one place. iSOS are a Xero Approved Developer (see our profile) and have been developing solutions for Xero users for several years. We can link a broad range of private, public, and partner applications with your Xero accounting software. Our team are well versed in integrating the following elements within Xero:
- Attachments
- Accounts
- Bank Statements
- Bank Transactions
- Bank Transfers
- Branding Themes
- Contacts
- Contact Groups
- Credit Notes
- Currencies
- Employees
- Expense Claims
- Invoices
- Items
- Journals
- Linked Transactions
- Manual Journals
- Organisation
- Overpayments
- Payments
- Prepayments
- Receipts
- Repeating Invoices
- Reports
- Tax Rates
- Tracking Categories
- Types
- Users
Automating functionality based on financial thresholds is valuable to any industry. In turn information that can be pushed to Xero from external systems can provide important operational information within Xero reports.
Xero Website Integration
Integrating your bespoke website based transactions directly with your accounting software considerably reduces manual data entry and the likelihood of human error, thereby giving a much more efficient overview of your real time cash flow and accounting status. This can work for both transactional websites and for service providers. See how we developed a direct debit processing solution for an online payment processing company.
Xero Database Integration
Integrating accounts information into a CRM system, or other database, can give your entire team an overview of the status of client relationships, orders and supplier relationships. This can considerably reduce the time spent checking multiple systems or escalating queries to more senior staff who have access to Xero. We specialise in Xero and FileMaker integration but can develop a solution for most database systems. Our Xero integration in FileMaker for the Heritage Collective improved both the organisation’s efficiency and the accuracy of centralised data.
Other Xero Custom Integrations
The value of centralising financial data with operational information cannot be understated. We understand this and have worked with many clients to develop bespoke integration solutions using custom built middleware to make this a reality without requiring investment in entirely new systems.
Whatever your Xero integration requirements we can develop a solution for you. Contact us to find out what our team can do for you.
