How to Automate Xero

Xero is amazing at what it does—managing your books and simplifying your accounting. But have you ever imagined what happens if it isn’t able to communicate with the other apps you use in your business? This means you end up creating a manual channel between Xero and those apps—copying and pasting data back and forth. It takes up your time and leaves you frustrated, giving you less time to focus on what you love.  

In this guide, you’ll learn how to automate Xero and make your accounting process more effortless.

Table of Contents

• What is Xero?

• Xero Pricing

• Top Apps to Integrate with Xero with viaSocket

  • No More Manual Updates in Google Sheets
  • Simplify Customer Communication for Stronger Relationships
  • Save Time by Automating Invoice Updates
  • Automated Payment and Invoice Updates for Your Team

• Automate Xero, Automate Accounting

What is Xero?

Xero is an online accounting software that helps small and medium businesses handle their finances easily. It lets you do things like send invoices, track expenses, manage payroll, and even prepare for taxes—all in one place.

It’s simple to use and works in real-time, so you always know where your money is going.

Xero Pricing

Xero offers three pricing plans to fit the needs of businesses of all sizes. Here’s a breakdown of what each plan include

1. Starter Plan

• Now: $2.90/month (Usually $29)
• Save $156.60 over 6 months.
• Best for small businesses with light accounting needs.
• Features:
  • Send up to 20 invoices and quotes.
  • Enter up to 5 bills.
  • Reconcile bank transactions.
  • Capture bills and receipts with Hubdoc.
  • Short-term cash flow and business snapshot tools.

2. Standard Plan

• Now: $4.60/month (Usually $46)
• Save $248.40 over 6 months.
• Perfect for growing businesses that need a bit more.
• Features:
  • Unlimited invoices and quotes.
  • Unlimited bill entries.
  • Reconcile bank transactions.
  • Capture bills and receipts with Hubdoc.
  • Short-term cash flow and business snapshot tools.
  • Bulk reconcile transactions.

3. Premium Plan

• Now: $6.90/month (Usually $69)
• Save $372.60 over 6 months.
• Ideal for businesses with complex accounting needs, including multi-currency transactions.
• Features:
  • Unlimited invoices and quotes.
  • Unlimited bill entries.
  • Reconcile bank transactions.
  • Capture bills and receipts with Hubdoc.
  • Short-term cash flow and business snapshot tools.
  • Bulk reconcile transactions.
  • Multiple currencies support.

Top Apps to Integrate with Xero with viaSocket

With viaSocket ,you can integrate your Xero account with over 5,000+ apps, automating communication and eliminating the need for manual intervention. This seamless integration ensures your workflows are efficient and your accounting processes are always up-to-date.  

No More Manual Update in Google Sheets

Google Sheets is a great way to manage your financial data, acting as a backup in case of accidental deletion. It also allows you to share live financial reports with accountants, managers, and stakeholders, enabling seamless collaboration.

However, manually keeping data consistent between Xero and Google Sheets can be overwhelming and time-consuming. The best way to ensure accuracy and efficiency is to integrate Google Sheets with Xero. By automating data synchronization, you can eliminate manual updates, reduce errors, and keep your financial records up to date in real time.

Simplify Customer Communication for Stronger Relationships

Xero is great for managing invoices, expenses, and cash flow, but it lacks tools for marketing and customer communication. Without automation, businesses often manually export customer data, which is time-consuming and can lead to missed opportunities.

Sending payment reminders, follow-ups, or promotions becomes a hassle, making it harder to stay connected with customers.

By connecting Xero with Mailchimp, businesses can seamlessly manage finances while simultaneously growing and retaining their customer base. This integration ensures that marketing and accounting work hand-in-hand, making business operations smoother and more efficient.

Save Time by Automating Invoice Updates

Running an e-commerce business is already a big task, but what if, for every placed order, you had to manually create an invoice in your Xero account and track every change in the order? This would not only be time-consuming but also prone to errors, making it difficult to maintain accurate financial records.

The process of updating invoices with changes like shipping fees, discounts, or order modifications would become a significant burden, taking valuable time away from growing the business and serving customers.

Integrating Shopify with Xero can solve these problems by automating the creation and updating of invoices. Whenever an order is placed in Shopify, the integration automatically generates the corresponding invoice in Xero and ensures that any changes, such as shipping fees, discounts, or order modifications, are reflected in real time.

Automated Payment and Invoice Updates for Your Team

Whenever a new payment is received in Xero, it automatically sends a message with the payment details to your Slack channel, making it easy to share the good news with your team. If you need to keep certain stakeholders informed, the integration will also send Gmail; messages to selected recipients, ensuring everyone stays in the loop. Additionally, you can keep close tabs on invoice activity by receiving alerts directly in Slack whenever new invoices are created in Xero, eliminating the need to constantly check for updates. This integration streamlines communication and ensures important information is shared with the right people, at the right time.

Automate Xero, Automate Accounting

Efficient accounting is the backbone of any successful business, and scaling requires streamlined accounting processes. By automating manual tasks, you free up time to focus on what truly drives growth—serving your customers and expanding your business.