15 Xero Integrations To Help You Run Your Business
These apps, covering everything from business analysis to payment processing and project management, work well with Xero's accounting platform to help you run your business better
These days, businesses must utilize multiple software solutions to automate internal processes, grow, and stay organized. Xero is a leader in the accounting software space and offers a robust feature set that helps businesses stay on top of their finances and bookkeeping. That said, it’s a single piece of software designed for accounting. Businesses must manage other essential operations, from HR to appointment booking.
Xero boasts an app store with over 1,000 software integrations that allow businesses to use multiple pieces of software that work with Xero. Unfortunately, that’s 1,000 software integrations too many when you’re trying to find the right software for your business. You’re in luck, though; this guide provides a great starting place for small businesses looking for software platforms that integrate with Xero.
When choosing the Xero integrations, we looked for software that supports various business functions, including payroll, HR, analytics, reporting, CRM, and more.
Note: Because we wanted to bring you only the freshest and most up-to-date information, you should be aware that the apps on the list may not be the highest rated in their respective app categories on the Xero website. All Xero integration apps included on this list have had multiple recent reviews within the past two years (not pre-dating 2019). This standard caused many apps with excellent ratings on the site to fall from consideration, as many apps featured outdated reviews without any new ratings.
We’ve sifted through the lot and picked out the integrations that have significant potential to help small businesses thrive. Let’s dive in.
Table of Contents
- Top 15 Xero Integrations For Small Businesses
- The Bottom Line: Making The Most Out Of Xero By Using Integrations
- Xero Integration FAQs
Top 15 Xero Integrations For Small Businesses
WorkflowMax, NextMinute, Unleashed, A2X, Fathom, and Square are all among the best Xero integrations. This guide breaks down the top Xero integrations to help your small business.
Best overall POS payment processing.
Square is an all-around payment processing software system with a big name in the game. Square’s POS hardware offerings are ubiquitous in small to medium sized businesses. In addition to its POS hardware, Square has branched out to offer a range of software and tools designed to help businesses manage commerce, banking, customer relations, and even payroll. In short, it’s a complete tool that can help businesses thrive at all stages.
Square’s banking offerings allow businesses to both pay and accept payments through the platform. This keeps everything in one place and allows for more seamless automation. With Square’s daily sales summary, you can see just how well your business did that day and have the sales transaction data to back it up.
When integrated with Xero, Square’s features really shine. The Xero and Square integration allows your business to view sales data across both platforms, accept online payments for invoices generated in Xero, and reconcile your accounts.
Square’s pricing varies greatly depending on the services you need. However, Square generally offers a flat-rate processing fee per transaction, the fee will vary based on the transaction type, but doesn’t exceed 2.9% + $0.30 per transaction.
- Easy to use payment software that works across multiple industries and business sizes
- Various ways to accept payment
- Additional tools including eCommerce, banking, and more
- Affordable payment processing
Square is a comprehensive software solution that may be able to help your business grow through its plethora of useful features. Check out our Beginner’s Guide to Square to see whether it’s the right solution for you.
Best for full-service payroll and HR services.
OnPay is a cloud-based payroll and HR services program designed to automate and streamline backend operations for businesses and accountants. The platform’s payroll software can handle anything from W2 or 1099 tax forms, garnishments, unemployment insurance withholding, and unlimited monthly pay runs. All your accounting and HR data will be kept in one place and available whenever you need it through real-time cloud sync.
OnPay’s payroll management features are so comprehensive, you’ll probably spend more time exploring them than you will actually using them. With automated taxes on a local, state, and federal level, a “Report Designer” to create custom reports, and the flexibility to support different businesses from restaurants to farms and agriculture, OnPay gets the job done, and does it well.
On the HR end of OnPay’s services, there’s even more to love. Some of the software’s most exciting HR features include new hire reporting, document storage, comprehensive org charts, compliance audits, and more. New employees can onboard themselves, access their employment records, and control deductions from the employee self-service portal.
OnPay’s Xero integration brings the efficiency and functionality of the software to Xero’s interface. After setting up the integration, your payroll data will automatically be sent to Xero. With up-to-date cross-platform payroll information, your business will save time and reduce accounting errors due to duplicate entries.
OnPay offers fair and reasonable pricing for businesses at just $36 per month base pay plus $4 per month per person. Better yet, they cover the first month of your service.
- Full-service payroll tools
- Employee self-service portal
- Automated taxes
- Comprehensive HR tools including org charts
OnPay earned a Best Mobile Payroll Software accreditation from us. Head over to our review of The 8 Best Payroll Software For Small Businesses to find out why.
Best for affordable, basic project management.
WorkflowMax by Xero is cloud-based project management software aimed at simplifying your business’s workflow from start to finish. This software is jam-packed with features from scheduling to lead management and everything a business needs to successfully manage operations in between. Here’s a look at some of WorkflowMax’s features:
- Project management On-The-Go (cloud-based)
- Lead management (increase sales)
- Use cases across multiple industries (from creative agencies to IT services)
In short, WorkflowMax is a workhorse with tons of awesome features. However, as the focus is Xero integrations, it’s important to highlight WorkflowMax’s invoicing features as that’s where it shines. Send out professional-looking invoices with a few simple clicks, get an overview of your work in progress, and create custom reports that help your business move forward all within the WorkflowMax project management platform.
It’s a Xero product, so it’s not surprising that WorkflowMax integrates with Xero so seamlessly. Two-way sync and push allows your records to stay consistent in both platforms. However, the most impressive aspect of the Xero and WorkflowMax integration is how specific information is pushed into both platforms. Here’s a rundown of how data is exchanged through the Xero and WorkflowMax integration:
- Invoices reconciled in Xero are automatically marked as paid in WorkflowMax.
- Sales invoices created and managed in WorkflowMax are pushed to Xero.
- Purchase order receipts created in WorkflowMax are pushed to Xero and marked as account payable. Once you receive a receipt, the information is recorded in Xero as paid.
WorkflowMax’s payment structure depends on whether you will be using its standard or premium plan and the number of users you’ll need. For example, the monthly cost for one user on the standard plan sits at $20, while the premium plan for one user is $70. Their website offers a pricing calculator to help you get a cost estimate based on your needs.
- Loaded with useful project management features
- Affordable pricing
- Seamless Xero integration as a Xero-backed software
Best for appointment booking for beauty businesses.
Timely is an appointment booking and management software designed for salons and beauty businesses. Timely helps beauty businesses create an exceptional client experience from booking to aftercare with a stacked feature set.
On the business end, Timely delivers a gorgeous calendar overview with appointment details and multiple views. You can set mandatory deposits to reduce no-show clients, accept online payments, and manage teams in different locations with Timely’s appointment booking and payment features.
Timely allows your business to connect with clients by sending out promo codes and discounts, booking their appointments online, and prompting them to write reviews through automated review requests. That’s just the tip of the iceberg, as Timely offers salons and beauty businesses a ton of tools to help them grow and enhance the customer experience.
The Timely Xero integration makes invoicing and payment management a breeze. While you’re handling things like appointment bookings, sales, and inventory in Timely, invoices, payments, sales, and liabilities are automatically synced to Xero. Timely’s Xero integration enables businesses to save time and keep everything organized in two platforms, without doubling the workload.
Timely’s pricing varies based on team size and which features you’ll need. Monthly pricing for one user starts at $15 and increases to $30 for a team of two. A free trial and multiple pricing tiers mean you can take your time deciding whether Timely is the right investment for your business.
- Solid set of appointment booking features that improve the customer experience
- Online payment support, including booking deposits to reduce losses from no-shows
- Scheduling overview and features help businesses maximize time between appointments
Best for trade industry businesses with field service employees.
NextMinute boasts an excellent collection of job management features designed to streamline operations for tradesmen and trade industry businesses. As many tradesmen find themselves on the go, NextMinute offers real-time notifications, live reporting, and direct-to-invoice timesheets to help teams stay updated whenever, wherever.
Better yet, NextMinute simplifies the quoting process by making it easy to create detailed quotes with labor and material cost estimates. Each quote can be sent directly to your client for quick approval, reducing project time in limbo. Once you’ve generated a quote, it can automatically be transformed into an invoice that you can customize based on job details. Get invoices out more quickly and increase cash flow through NextMinute’s impressive invoicing features.
NextMinute’s flexible scheduling features are fully functional on the platform’s mobile app, so field service members know exactly where they are supposed to be and what they should be working on. With all timesheets and projects in one place, you get a clear overview of everything you need to know to keep the business running effectively.
NextMinute’s Xero integration is just icing on a very feature-rich cake. Handle all your quotes, timesheets, invoices, and contracts in NextMinute, with seamless syncing to Xero.
NextMinute offers a 14-day free trial for their software. The platform’s pricing tiers start at $15 for mobile users and $39 for admin users.
- Streamlined quoting and invoicing tools
- Mobile apps support to keep field service team members updated and informed
- Live reporting to keep track of profitability and KPIs
6) DEAR Inventory
Best for growing businesses looking for effective ERP software.
DEAR Inventory is an ERP software solution aimed at priming businesses for growth through an inventory and supply chain that’s optimized for the utmost efficiency. When you don’t have to spend hours managing repetitive, tedious tasks, it’s amazing just how much you can get done. DEAR Inventory features many tools. including eCommerce, sales, inventory, accounting, and manufacturing.
Although it boasts such a wide array of features, the platform is surprisingly easy to use and fully loaded from the start. Some of DEAR Inventory’s standout features include barcode scanning, production cost assessment, warehouse management, and pick and pack automation. In short, DEAR enables you and your team to manage all products, customers, suppliers, contacts, purchases, and sales in one easy-to-use system.
Through its Xero integration, DEAR Inventory works as an incredible compliment to Xero’s accounting platform. When you track your manufacturing, sales, and inventory purchases in DEAR Inventory, the information automatically syncs with Xero to update your bills and invoices.
DEAR Inventory is on the higher end when it comes to pricing. It may not be a good fit for smaller businesses or those with limited budgets. You can decide whether the software is worth the investment during your 14-day free trial. Afterward, you’ll be on the hook for DEAR Inventory’s minimum $249 monthly cost which supports up to five users.
- Rich inventory management features to automate tasks and tracking
- Barcode scanning support
- Vendor management tools that make it easy to keep on track of your purchases and orders
- Manage multiple warehouse locations from a single platform
Best for inventory management for mid-sized businesses.
The cloud-based Unleashed software platform helps businesses maximize their inventory management systems. Quite literally. Unleashed software stands above the competition based on the sheer breadth of its features, integrations, and use cases. When it comes to getting the most out of your software, you just can’t go wrong with a system that offers tools that support purchasing, inventory management, manufacturing and production, sales, analytics, and extensive integrations.
Within Unleashed’s software, you can use your dashboard to keep track of your business with its customizable detailed overview. From the dashboard, you can view inventory records and live feeds, revenue information, barcode scanning, warehouse management, returns, and more. Moving beyond the dashboard enables you to access Unleashed’s impressive host of features, including inventory reporting and control, an online eCommerce platform for B2B sales, customized reporting tools, and real-time data integration.
Unleashed’s software integration with Xero keeps all your transactions and stock movements updated and synced across both platforms in real-time.
With plans starting at $299, Unleashed isn’t the most affordable option on this list. However, the software’s range of features may justify the investment.
- Powerful inventory management tools that real-time alerts to keep you up-to-date about relevant stock changes
- eCommerce platform and dropshipping support
- Perfect for businesses looking for a well-rounded inventory software
- Mobile app supported on both iOS and Android
Best for any business that’s tired of chasing down invoice payments from multiple customers.
Chaser is accounts receivable software that wants to win your time back by eliminating time wasted on sending out invoice payment reminders. Chaser’s software is chock full of features designed to remove barriers to payment. The software’s credit control software enables your business to send out scheduled payment reminders, centralizes all your customer accounts in an easy-to-use dashboard, allows you to credit check suppliers and customers, and more.
When customers follow up on those professional, personalized payment reminders, they can use Chaser’s dedicated payment portal to quickly pay their debt and move on with their day. The payment portal can be accessed through a link provided on your invoice reminder. Once they’re in the payment portal, customers can scan the summary page showing them their bills due and payment history. They’ll simply select one of the many payment options, and you’ll get paid with zero hassle on your end.
For those customers with outstanding invoices who don’t seem to respond to reminders, Chaser also offers debt collection services. You can avoid the typical losses associated with sending a payment to collections and let Chaser handle it.
Chaser’s Xero integration builds on the payment and accounting information you have stashed in Xero. With the integration set up, your Xero accounting information, including invoices, payments, credit notes, and customer profiles, are synced with Chaser.
Ideal for small businesses all the way up to enterprise corporations, Chaser’s pricing is on the higher end starting with a basic $40 a month single user plan.
- Saves businesses time by reducing the time spent creating and personalizing invoice payment reminders
- Payment portal makes paying invoices simple for customers
- Provides a detailed overview of your synced accounting information regarding payments
9) Practice Ignition
Best for streamlined proposal creation.
For businesses that must win their clients through proposals, reducing the time and effort it takes to create professional, personalized proposals isn’t just a convenience, it’s a game-changer. That’s exactly what Practice Ignition offers: automated proposal drafting to help you land the job and payment services to get you paid.
When you send a proposal with Practice Ignition, you’re kept up to date with real-time notifications after client viewing and signing. Practice Ignition will sync with your accounting software (Xero, in this case) to manage billing and invoices on your terms. You can create recurring bills, accept payments, and more, all within the Practice Ignition platform.
Practice Ignition’s Xero integration is exceptionally efficient, with customer information, business metrics, and client actions recorded in Practice Ignition showing up in Xero too.
Practice Ignition’s pricing starts at $75 per month and includes access to the Xero integration. It’s on the more expensive side, so businesses with smaller budgets might find something more affordable elsewhere.
- The automated proposal process can speed up client acceptance
- You can set a recurring billing schedule to control your cash flow
- Client profiles provide a 360-degree view of the customer
Best for small to mid-sized businesses on a budget.
RosterElf is cloud-based payroll and scheduling software designed to keep things simple when it comes to staff rostering. Scheduling employees with RosterElf is quick and easy, with daily, weekly, and monthly views that help you visualize who’s available. Better yet, scheduling is even easier with RosterElf’s “perfect match” algorithm, which tracks staff availability and qualifications and suggests the best employee matches for the shift.
The software is adept when it comes to managing the unexpected. Whether an employee calls in sick or must leave early, RosterElf’s time and attendance tracking provides live clock-in and out records that make approving employee hours a piece of cake. RosterElf also allows businesses to connect with employees on the go. With mobile app support, email, and SMS notifications, all your staff is kept up-to-date regarding scheduling changes and their own hours. Staff can even submit time-off or leave requests from within the app.
There’s a lot to love about RosterElf’s functionality as a rostering software system, as Xero reviewers are keen to point out. RosterElf’s Xero integration reviewers wax poetic about the company’s customer support, ease-of-use, and functionality across various rostering scenarios.
RosterElf keeps pricing simple and affordable with three pricing tiers based on the number of features your business needs and its size. The middle pricing tier, which includes Xero integration, starts at AUD$0.55 ($0.80 USD) per scheduled employee per week. RosterElf plans are eligible for a free trial.
- Seamless payroll integration allows businesses to process timesheets with Xero and keep accounting information up-to-date in designated accounting software.
- RosterElf’s pricing is affordable for businesses of all sizes, but allows small businesses to get the most bang for their buck when it comes to payroll features and Xero integration support.
- An extensive range of features includes multi-view rostering, live roster budgeting, multi-channel notifications, shift availability, leave management, and more.
Best for small to medium-sized businesses in need of an affordable CRM.
Capsule is customer relationship management (CRM) software for businesses that want a simple, but effective tool to enhance customer relations. Businesses using Capsule can leverage the platform’s suite of tools, including security, contact management, reporting, sales, task management, and more.
On the sales end, Capsule delivers high-value tools such as a customizable sales pipeline with multiple views and opportunity filtering, so your business can stay on top of every customer, regardless of where they are in the sales pipeline. When setting lead follow-ups or post-sale messaging, you can use the platform’s task management features to delegate tasks, set repeating tasks, and much more. Additional Capsule tools include advanced reporting, detailed customer profiles, mobile apps, and more.
With Xero, Capsule’s already impressive features get a big boost. Keep relevant customer information, including invoices and overdue debts, within the customer’s profile synced in both systems.
Capsule is one of the rare software systems that also offer a free basic plan. It’s an excellent option for businesses on a budget. If you opt for a paid plan to access more features, Capsule offers users a 30-day free trial. The software’s paid plans start at $18 per user per month.
- Detailed overview of your business’s sales pipeline and where customers stand in it
- Customizable reports
- Powerful task management tools
- Contact management features that boost customer visibility
Best for eCommerce business accounting.
A2X is an eCommerce accounting software platform for businesses using Shopify, Walmart, Etsy, Amazon, and eBay to sell their wares. While the services for each platform vary, they are generally aimed at providing businesses with accurate data, analytics insights, time-saving automation, and reconciliation tools.
Simply connect your eCommerce store with A2X and you’ll find all your data synced and ready to go. If you use multiple eCommerce platforms or locations, A2X can easily handle the workload through its multi-channel eCommerce support solution. Because it is a cloud-based system, your records are consistently kept up-to-date and accessible wherever you are, whenever you want them.
Integrated with Xero, A2X forms the bridge connecting a full-service accounting tool and eCommerce channels. A2X imports Xero’s chart of accounts to map ledger accounts and supports reconciliation across multiple accounts. In short, A2X and Xero work together to keep your accounting information accurate and consistent across both platforms.
A2X’s pricing starts at $19 per month for its Shopify, eBay, Etsy, and Amazon software suites. A2X for Walmart starts at $69 per month. If you’ll be using multiple channels, A2X for Multi will cost you $79 per month.
- eCommerce support for top eCommerce platforms, including multi-channel selling
- Rich reporting features and detailed analytics
- Automated data import and export
Best for business financial analysis.
Fathom is a financial analysis software tool that takes your business’s accounting data to the next level with gorgeous visuals and effective reporting. When it comes to tracking your business’s KPIs, including financial goals, activity, asset usage, liquidity, custom KPIs, and more, Fathom works overtime to provide simple, readable insights.
With Fathom, you can share beautiful visual insights in your brand brochures, reporting, and investor meetings, quickly assess your business’s performance with powerful benchmarking tools, and discover room for improvement. You can also track these metrics with an all-in-one alert dashboard, so you never miss a step.
Through the Xero integration, Fathom is able to consolidate and organize your financial data to create powerful reports and generate actionable business insights. Record, track, and compare your business’s KPIs in a meaningful way simply by allowing Fathom to translate the information into effective visual data.
Fathom pricing starts at $44 a month for a single company and offers a 14-day free trial.
- Powerful business analytics and visualizations
- Quick creation of custom reports
- Accurate forecasting for every possibility
14) G-Accon for Xero
Best for small business accounting connecting Google Sheets with Xero.
G-Accon is a unique tool in that it is designed to connect accounting software with Google Sheets. It’s a very niche but very necessary software tool, which accounts for both its incredible functionality and popularity. Google’s software suite is often the first choice for small businesses or startups because, well, it’s free and functional.
Integrating G-Accon and Xero brings out the best in both tools. G-Accon is able to integrate with Xero Accounting and some of its additional software systems, including WorkflowMax. Two-way sync allows you to save time by inputting data once and allowing G-Accon’s automation features to keep everything sorted within your account. You can easily perform bulk actions across Xero organizations by editing them in Google Sheets with G-Accon doing the heavy lifting. Better yet, this integration supports real-time collaboration that will show up in both tools.
G-Accon’s pricing is very reasonable, starting at $30 per month.
- Two-way sync keeps data updated and accurate across both Google Sheets and Xero
- Affordable pricing paired with the free-to-use suite of Google software, including Google Sheets
- Accounting collaboration in real-time
15) Spotlight Reporting
Best for financial reporting for mid-sized to enterprise businesses.
Spotlight Reporting is financial reporting software with powerful forecasting and analysis tools designed to provide businesses with the insights they need to grow. This software has use cases across multiple industries, but provides outstanding support to accounting firms, owners and CFOs, nonprofits, and franchises. With Spotlight Reporting, tracking your business’s KPIs, cashflow, budgets, and more is as simple as importing your data and jumping right in.
Xero, or another accounting software, provides the data necessary for Spotlight Reporting to generate its impressive reports, forecasting, and analysis. Once your data is imported through the Xero and Spotlight Reporting integration, you can use Spotlight’s features to create action plans, forecast cash flow, leverage industry templates, manage consolidations, and much more.
Spotlight Reporting’s pricing reflects its functionality and feature-rich status, so it may only be a good fit for small businesses with sizable budgets. Plans start at $295 per month.
- Extensive forecasting tools with support for scenarios that include loan amortization, tax schedules, and more
- Visual reports and insights
- Detailed dashboard that allows you to access your data at a glance
The Bottom Line: Making The Most Out Of Xero By Using Integrations
Xero is a full-bodied accounting software in its own right, but when you match its strength with another tool, you gain a truly powerful tool to support your business operations. While this guide contains great Xero software integrations, take the time to explore the Xero App Store to find the best solutions for your business.