Business leaders have stopped discussing whether software solutions and enterprise applications can change the way they do business; Now, they focus on which SaaS platforms can meet their organization's needs. For accounting and finance professionals, accounting software is paramount, but when it comes to accounting software, there are right and wrong choices. Xero is one of the best out there.
Any organization that is on a digital transformation journey will realize at some point that even the best software platforms and SaaS solutions are not designed to work in isolation.
In this blog, we'll look at how Xero integrations and Xero apps in the Xero Marketplace extend capabilities and allow Xero to interface with your existing software.
Top integrations in Xero Marketplace
Accounts payable
CRM
- Sales force
- Insightfully
- HubSpot
Inventory management
- Katana Cloud Inventory
- TidyStock
- Released
Xero – Overview
Xero, the industry-leading cloud-based accounting software, has been revolutionizing the accounting cycle for small and medium-sized businesses for almost 20 years. Of invoice management and expense tracking to payroll and reporting, Xero offers a range of features designed to meet the unique needs of small businesses.
If Xero is the only tool in your arsenal, your team may experience some limitations, such as:
- Limited reporting capabilities
- Restricted functional use
- Lack of process automation.
- Very few customization capabilities.
The real beauty of next-generation tools like Xero is that they blend seamlessly with other business technologies and digital tools, enabling robust business operations and illustrating new, more efficient ways of doing things.
With Xero integrations and Xero apps found in the Xero Marketplace, the core platform becomes a powerful resource.
What are Xero integrations?
In the Xero App Store, you'll see “integrations” and “apps” for the platform. While these terms are often used interchangeably, they are quite different.
- Xero Integrations They are third-party platforms that connect seamlessly to Xero.
- Native: Third party tools designed for Xero
- Custom code– Integrations that connect to Xero via an API or some other method.
- Xero AppsOn the other hand, they were created by a Xero developer specifically to drive the functionality of Xero's SaaS solution.
Most businesses use a Xero integration to solve the needs of other business functions in a way that is consistent with existing accounting processes and better practices.
Some of the most sought after Xero integrations are:
Accounts Payable Integrations
He accounts payable function is crucial in all businesses; Managing short-term debt, paying bills, seeking down payment approvals, and ensuring healthy cash flow dynamics are just the beginning. Try these Xero integrations for your AP workflows:
Nanonetworks
This best-in-class AP automation solution will not only provide AP reports but it will also make it easier automate invoice processingManage AP internal controls and anticipate upcoming billing deadlines with automatic reminders.
BILL
If your goal is “stop using paper”on both your AP and AR FeaturesBILL eliminates redundant data entry between systems, supports automated bill payments, and improves overall expense management.
ApprovalMax
Built with compliance in mind, ApprovalMax offers internal controls, automated invoice approvalsand financial knowledge at the forefront of every conversation.
CRM integrations
CRM integrations are crucial for Xero users as they enable seamless synchronization of customer data between the CRM system and Xero, enabling personalized invoicing, accurate financial forecasting and better customer relationship management. . Look in the Xero store for these integrations:
Sales force
Sales are the drivers of revenue and other financial metrics, and with the Salesforce-Xero integration, businesses can sync customer data across both systems, monitor the financial impact of sales funnel results, and foster better customer relationships. the clients.
Insightfully
Find Insightly on the Xero Marketplace to better track Xero invoices and invoices and turn quotes on one platform into opportunities on the other.
HubSpot
Together, HubSpot and Xero provide a window into every stage of the customer experience. By personalizing interactions, enabling personalized contracts, and displaying the most effective marketing campaigns, this integration almost guarantees positive business results.
Inventory Management Integrations
The Xero App Store is packed with inventory management integrations that enable synchronized inventory data, an improved order fulfillment process, and real-time analytics on inventory levels. With more information at hand, business leaders can make key business decisions more efficiently than ever.
Katana Cloud Inventory
Convert Katana sales orders to invoices in Xero, import all customer and supplier information from Xero to Katana and maintain optimal stock levels with a centralized view of current inventory metrics.
TidyStock
With “smart stock reordering,” backordering capabilities, and batch inventory management features, the TidyStock-Xero integration helps improve your bottom line.
Released
Business intelligence dashboards, a proprietary B2B eCommerce store, and a mobile sales app for on-the-go inventory updates are just some of the benefits of integrating Unleashed with Xero.
What are Xero apps?
Now that you know everything there is to know about Xero integrations, let's take a look at Xero apps. Xero apps, because they are tailored to the platform from the start, are easy to use and offer high levels of functionality. The Xero Marketplace makes it easy to navigate and discover Xero apps and other Xero add-ons at your own pace. Be sure to check out Xero's offerings for different aspects of your business.
Some of the most used Xero applications are:
Hubdoc
Hubdoc is a Xero app used to take photos of receipts and invoices, extract the information from those documents into Xero, and cultivate a seamless expense management process.
Hunter
Chaser allows you to create a custom AR schedule, track customers with a late payment history, and provide your customers with a secure payment portal.
G-Acon for Xero
By integrating Google Sheets with Xero and creating a two-way connection, this app meets accountants wherever they are and solves today's productivity challenges.
Check Xero
For added security and a built-in two-factor authentication engine, use the Xero Verify app. The peace of mind it offers is priceless.
Xero working papers
Accountants looking for better collaboration tools with their team members should look no further than Xero Workpapers. With trackable “working documents,” it's easy to see where your team is when it comes to publishing entries, providing monthly reports, and more.
Benefits of using Xero integrations and apps
Xero Marketplace has over 1,000 third-party integrations available to its users. Once you start finalizing your Xero integrations and Xero apps, you'll see business benefits materialize in no time.
- Optimized Workflows: Business tasks become easier with the right tools, and when those tools work well together, those tasks become optimized.
- Seamless data exchange: A bidirectional data connection ensures seamless data exchange between all your business systems.
- Error reduction: With automated data transfer, such errors are virtually non-existent.
- Automation: Xero has some fundamental automation features, but they are quite limited. For example, a Nanonets-Xero integration can completely automate AP tasks, while Xero alone can only improve the efficiency of the AP team. Nanonetworks.
- Improved user experience: Higher productivity, lower error rates, and faster processing time result in one important thing: a happier customer.
- Custom functionality: Search the Xero Marketplace for ways to fully customize your technology stack to meet your needs, not the other way around.
Finding the right Xero apps and integrations for your business
To find Xero apps and Xero integrations with ease, follow these steps:
- Visit the Xero App Store here.
- Search for apps by name, industry, or business function.
- Review the “Discover” at the top of the page to find featured apps, new apps, and other custom collections.
When you browse the Xero App Marketplace, you'll sometimes see certain apps with a name like “App x for Xero” or “Application and Xero” which can help you know which add-ons are Xero apps and which are third-party integrations.
If you're ready to take the next steps with your business technology, but aren't sure where to start, we're here to help. Here are some useful tips to discover what your business needs really are and address them with the right Xero apps and integrations from the Xero Marketplace.
- Involve your team. Talk to your team to identify pain points firsthand, and be sure to collaborate with them in paving the way forward to address high-priority pain points.
- Seek opinions from your peers. Connect with peers, attend conferences, and engage with industry thought leaders to understand how other organizations are leveraging technology.
- Embrace trial and error. You may not perfect your technology on the first try, and that's okay! Continue to refine your approach by trying new tools, using free trials, and making adjustments as necessary.
Today, ensuring an organization is equipped with the right technology is less about finding a perfect “unicorn” solution and more about combining the best tools to address the complex web of business priorities. Ahead of its users, Xero created the Xero Marketplace to proactively deliver Xero apps and integrations, allowing businesses across industries to adapt their technology strategy in the way that makes the most sense for them.
No two companies are the same, so why should your tools all be the same? With easy-to-find solutions ready on the Xero App Marketplace, a new technology approach is just seconds away.
If you're looking to give Xero an ai-powered boost, talk to our expert here and automate your accounts payable.
