Xero Integration

Xero Integration with Accziom

Our seamless integration with Xero helps businesses streamline their accounting processes by automatically syncing financial data between Accziom and Xero. This integration saves you time, reduces manual entry, and ensures accuracy across your financial records.


 

Key Features of the Integration:
  1. Automatic Data Sync

    • Sync invoices, payments, and expenses between Accziom and Xero in real time.

    • Eliminate the need for manual data entry and reduce errors.

  2. Contact Records Sync

    • Import contact records from Xero to Accziom and keep them continuously synchronized.

    • Any updates made in either system can be synched to reflect in the other, ensuring consistency.

  3. Invoice Management

    • Accziom will automatically generate invoices directly from Xero.

    • Invoices triggered via Accziom are sent via Xero, ensuring accurate financial tracking.

    • Keep track of outstanding invoices and payments.

  4. Stripe Payment Processing

    • Stripe receipts are processed and matched against outstanding Xero invoices.

    • Ensure accurate reconciliation of payments and outstanding balances.

  5. Stripe Fee Tracking

    • Capture stripe fees displayed in invoices and sync them directly to the right account in Xero.

    • Gain real-time insights into your financial health.

  6. Customizable Account Mapping

    • Manually select which accounts are impacted, including income, offset, and Stripe fee accounts.

    • Provides greater flexibility and control over financial data management.

  7. Customizable Sync Settings

    • Choose if to sync client records when they are being used and there are discrepancies.


 

How It Works:

  1. Connect Your Xero Account

    • Log in to your Accziom account.

    • Navigate to Settings / Accounting apps and select Xero.

    • Click “Connect to Xero” and authorize the integration.

  2. Configure Your Accounts

    • Select what existing account to use with Accziom, or choose to have Accziom create accounts for you.


 

Benefits of Using Our Xero Integration:

  • Increased Efficiency: Automate financial processes and focus on growing your business.

  • Accuracy: Reduce human errors by syncing data directly from Accziom to Xero.

  • Real-Time Insights: Access up-to-date financial information for better decision-making.

  • Compliance: Ensure your records align with accounting standards and tax regulations.