Automate your accounting workflow by connecting directly to Xero without the need for a third party service or software package.
Xero publishes an API, which allows developers, such as Intellis, to build software for customers
that directly integrates with Xero accounts. Such integrations generally come in two forms.
In-house system integration
If you use Xero for your business accounting, you can automate your workflows by connecting Xero with software
built for your business. For an example, a sale on your online store can trigger an invoice to be raised in Xero,
or your time tracking platform could create and send batch invoices weekly to clients.
This enables you to a) reduce risk of human error, b) save time and money on manual data entry, c) leverage the
full functionality of Xero within your own systems, and d) create better customer experiences.
Apps where users can connect to their own Xero accounts
If you're considering building (or already have built) a web or mobile app that performs some accounting functionality,
that app can be directly integrated with Xero so that users can connect the app with their own Xero account.
For example, a job costing app could connect to Xero to allow users to send quotes in real-time, or a scheduling app could
be used to generate payroll in Xero.
Furthermore, an app that integrates with Xero directly may be eligible to be promoted through the Xero App Store.
Interested in your own Xero integration?
Intellis has the experience and expertise to answer your questions and build your integration.
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A platform doesn't necessarily replace the software and apps you
are currently using, but instead can extend and automate interactions
with those apps.
Most popular third party apps and sites offer integration points
to enable exactly this.
Consider the pain of copying data from one software package you
use to another. For example: moving contact data from your CRM
to your accounting package can be both time consuming and error
prone. Imagine being able to select a CRM lead, click a button,
and not only having that lead appear in your accounting package
automatically, but also have their first invoice raised and sent
automatically.
Imagine your staff entering a job into a custom built web form,
and having invoices and reports automatically generated.
Imagine your customers being able to chat to your business in the
form of a Bot on Facebook Messenger, in order to find out information
such as order status, account balances, and current prices.
Imagine them also being able to create orders, make payments and
book an appointment using the same chat bot.
All of this is not only plausible, but very much a reality when you
build a platform for your business.
