8 powerful Xero integrations & add-ons to grow your business

This powerful software connects seamlessly to your free Xero platform, and allows you to manage your staff and your finances simultaneously. Zapier is an application automation platform through which you can connect different apps together to have a seamless online experience. You can build automated workflows that will help you boost productivity; no coding required. EzzyBills will help you automate your accounting so you and your clients can send invoices or bills to EzzyBills by email or the phone app. This allows you to easily put your business into auto-pilot and is used by manufacturers from all different types of industries. Run accurate inventory management reports to see how well different items are performing.

As we’ve touched on, some businesses will find Xero’s inventory capabilities limiting. Tracking inventory natively within Xero offers several benefits, particularly when upgrading from paper or spreadsheet systems. You can use this information in conjunction with Xero’s regular accounting suite to compare different financial metrics. Katana Smart Manufacturing Software can help you in all these areas, all you have to do is simply sign-up for the 14-day free trial, and you can begin automating your Xero tracked inventory. A Xero tracked inventory batch system will allow you to track your item’s movements forward and backward along this supply chain too.

Ecommerce

As Xero is primarily an accounting tool, integrations allow business owners to utilise the best tools for each function of the business. For young businesses just starting out or those only dealing with a handful of SKUs, Xero’s native inventory management features may serve all your needs. For larger or more complex organisations, an integrated Xero add-on may be required. As mentioned one of Neto’s strengths is their integration with all the leading freight and shipping providers across Australia. This makes the picking, packing and shipping process seamless and easy to manage.

  • By automating manual processes, Expensify cuts the time spent on expense reports by up to 2 hours each.
  • With interactive dashboards and easy drill-downs, Spotlight Reporting reveals trends, opportunities, and performance gaps that would be hard to surface in static reports.
  • With a 360-degree view of historical performance and growth scenarios modeled, Fathom enables data-driven decision making and planning.
  • Because you don’t turn over too many items each year, you can easily handle importing your inventory list into Xero and keeping an eye on it from there.
  • There are numerous additional useful tools that integrate with Xero to make your workflow go smoothly.
  • Zapier is an application automation platform through which you can connect different apps together to have a seamless online experience.

Its integration with Xero allows for seamless financial data syncing and accounting, making it easy to stay on top of your finances. Shopify is a well-known e-commerce platform that allows you to easily create stores and sell things. You can also manage products and inventory, track orders, and accept payments with Shopify. Although it is a less popular viewpoint, online and physical stores face similar bookkeeping issues. It’s because they have to deal with a large number of small purchases, inventory management, and other responsibilities.

Xero & Dear Inventory Reviews

With all financial documents organized neatly in Hubdoc, businesses can access their historical transactional records seamlessly. This facilitates detailed auditing and eliminates time wasted searching for specific documents. Xero add-ons are apps created by third-party developers that integrate with Xero to enhance its capabilities. With the right add-ons, you can automate workflows, gain better insights into your financial data, and streamline processes.

The best for omnichannel inventory and order management

Stripe has a suite of solutions, most of which work on a pay-as-you-go basis. This means you pay either a fixed price per transaction, a percentage of that transaction, or both. Integrating Stripe with Xero, businesses can import their Stripe transactions into their Xero software. It’s geared towards both small businesses and large ones, and enables users to accept one-off payments, as well as recurring payments. It utilises GPT to help businesses keep track of their expenditures with accurate records. There are multiple choices for where to export your documents including Google Sheets, Excel, and Word.

There are a few factors however, that will help you narrow down your list of options. For example, Zapier can connect your Salesforce account, which is a customer relationship management software, with Xero. You can then create and send Xero invoices, bills, and the pros and cons of universal basic income contact information through the platform. When you use Link My Books, you’ll benefit from accurate profit and loss analyses. It analyses metrics like sales, fees, refunds, advertising costs, to accurately tally up your profits, both before and after taxes.

Bank account reconciliation highlights any discrepancies within your records, so that all your transactions across your records match up. Evopos can also handle complex sales where items are traded in or multiple payments are needed, making it perfect for the automotive and marine industries. Integrating and syncing your Airsquare and Xero accounts will automatically push all sales orders to Xero as invoices. While some add-ons are unlimited, core features in others may be capped per user. Opt for industry-specific tools like Vend for retail POS or GoCardless for subscription billing models.

Track items in stock

But the only way you’ll be able to get the most out of using Xero is to understand its limitations. But, untracked inventory, which is the items you don’t sell (and services you provide) aren’t automatically monitored. Batch (sometimes referred to as lot) and expiry tracking is a system for grouping and monitoring a set of stock, and monitoring the expiration date of the items. The issues with the lack of features for Xero tracked inventory and expiry dates can be solved, with the use of 3rd party manufacturing software.

When you’re deciding which Xero add ons to get, consider what features will help you meet your objectives. Xero offers basic inventory management features that allow you to track and manage your inventory items. However, you should still review all the options thoroughly, as many of the Xero inventory add-ons are developed to help retailers, wholesalers, and dropshippers. As a manufacturer, you’re going to need your Xero inventory management integrations to do more if you want to make your production more efficient. One unique feature is its automated order fulfillment process, saving businesses valuable time.

These are just a few of our favorite Xero integrations and add-ons in the app store. The key takeaway is that these are the tools that can help you streamline your accounting activities and save you time. Let’s say add-ons are Xero’s own extra features, and integrations are outside software businesses that want to link with well-known accounting software like Xero.

When setting up the stock control software in Xero, import details of items using the CSV template that’s available for download. Keep count of the items you have in stock as you buy and sell with stock control software in Xero. Having all of your stock and accounting info feed into one another means even better business reporting, providing you with more accurate insights that can be used to improve your business.