Xero Integration
Our Xero integration for Dynamics 365 and Power Platform bridges the gap between your accounting system and your CRM solution. By connecting Xero with Dynamics 365, you can synchronise financial data, streamline invoicing, and gain a holistic view of your customer transactions.
How Our Xero Integration Can Transform Your Business
Automated Invoicing and Payments
Synchronisation of Customer Records
Automated Invoicing and Payments
Sync invoices, payments, and transactions automatically between Xero and Dynamics 365, reducing manual data entry and ensuring real-time accuracy.
Financial Insights in CRM
Synchronisation of Customer Records
Automated Invoicing and Payments
Gain instant access to financial data, such as outstanding balances and payment histories, directly within Dynamics 365, enabling sales teams to make more informed decisions.
Synchronisation of Customer Records
Synchronisation of Customer Records
Synchronisation of Customer Records
Keep customer details consistent across Xero and Dynamics 365, ensuring both your sales and finance teams are working with up-to-date information.
Improved Cash Flow Management
Improved Cash Flow Management
Synchronisation of Customer Records
By integrating Xero's financial tracking with Dynamics 365, you can streamline your cash flow processes, from invoicing to payment reconciliation, improving overall financial health.
Customisable Workflows
Improved Cash Flow Management
Comprehensive Reporting
Use Power Automate to create customised workflows that trigger actions based on financial data, such as automated follow-ups for overdue payments or status updates for sales teams.
Comprehensive Reporting
Improved Cash Flow Management
Comprehensive Reporting
Combine data from both Xero and Dynamics 365 to generate powerful reports that give you a clearer understanding of your business performance and customer relationships.
Why Choose Us?
Expertise in Microsoft and Accounting Systems
Our team has in-depth expertise in both Dynamics 365 and Xero, ensuring a smooth and seamless integration process that aligns with your specific business needs.
Tailored Solutions for Your Business
We customise the integration based on your workflows, ensuring the solution fits your unique financial and CRM requirements, enhancing both sales and accounting operations.
Rapid Implementation for Minimal Disruption
Our implementation process is efficient and fast, helping you get your Xero integration up and running with minimal downtime or disruption to your daily operations.
Ongoing Support and Optimisation
We provide post-implementation support, ensuring that your Xero integration continues to run smoothly and efficiently, with regular updates and optimisation as your business grows.
Holistic Approach to Data Management
We help you unify financial and customer data, giving you a comprehensive view of your business that enables smarter decision-making and better customer service.
Proven Track Record in Integrations
With extensive experience in integrating Microsoft and third-party systems, we ensure that your Xero-Dynamics 365 connection is reliable, secure, and future-proof.