Data
Xero to Airtable Automation
Keep Xero contacts, invoices, payments and credits linked in an Airtable base that finance can trust.
From$430
View service 11 services · fixed prices
Xero integration automation
Give Xero data the form each team can use without letting other tools rewrite the ledger. Account teams see the receivable in its own currency, draft bills reach approvers, aging debtors become owned cards and each tax period closes with its evidence.
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CRM and email
Xero to Email Automation
Separate the finance digest from the customer statement and prove what was sent for every Xero email.
From$295
View service Data
Xero to Google Sheets Automation
Join Xero invoices, payments and credit notes in one Google Sheets workbook that you can reconcile line by line.
From$280
View service CRM and email
Xero to HubSpot Automation
Show sales the payment picture from Xero in HubSpot without turning the CRM into a second ledger.
From$555
View service CRM and email
Xero to Mailchimp Automation
Tag existing Mailchimp subscribers from Xero payment status, and never treat a contact as consent.
From$405
View service Finance operations
Xero to Microsoft Teams Automation
Put Xero draft bills in front of the right Teams approvers and keep each decision on record afterward.
From$445
View service Finance operations
Xero to Notion Automation
Assemble each tax period from Xero into a Notion close book that holds its evidence and sign-offs.
From$415
View service Finance operations
Xero to QuickBooks Automation
Move accounts, taxes, contacts and open documents from Xero to QuickBooks with control totals at every step.
From$730
View service CRM and email
Xero to Salesforce Automation
Give account teams the Xero receivable, in its own currency, on the right Salesforce account without retyping.
From$595
View service Finance operations
Xero to Slack Automation
Raise one owned Slack thread per Xero finance exception, instead of broadcasting every invoice to a channel.
From$285
View service Finance operations
Xero to Trello Automation
Turn aging Xero bills and debtors into Trello cards with real due dates and named owners to chase them.
From$290
View service Using Xero data across sales, approvals and the close
Xero is the accounting source of truth, so the best integrations read from it generously and write to it carefully. Sales wants the payment picture, approvers want the draft bill, the finance lead wants a close pack, and nobody wants a CRM quietly becoming a second ledger.
HubSpot and Salesforce show the payment picture or the receivable in its own currency on the right account. Draft bills go to Teams approvers with the decision recorded, aging bills and debtors become Trello cards with real due dates, and Slack raises one owned thread per finance exception. Notion assembles each tax period into a close book, Airtable and Sheets join invoices, payments and credit notes, Mailchimp tags subscribers by payment status, and a QuickBooks migration lane uses control totals at every step. Related searches this hub answers include Xero automation, Xero to HubSpot, Xero to Salesforce and Xero bill approval Teams.
Another tool?
Should Xero data reach a tool that is not listed?
Say who needs which numbers, in which currency, and what must never be written back. The price is sent in writing before we connect to your Xero organisation.
Request a custom quoteWritten quote · no meetings needed