Connect your CRM and accounting
Customers, jobs and invoices move between sales and finance automatically, so both teams work from the same numbers.
Sales and finance keep separate copies
When the CRM and accounting system do not share data, someone becomes the bridge.
Invoices created by hand
Won deals and completed jobs are retyped into accounting to be invoiced.
Customer details out of sync
An updated address or contact in one system never reaches the other.
Payment status is invisible
Sales cannot see what has been paid without asking finance.
Small gaps, real money
Disconnected sales and finance systems create delays and errors that cost cash flow.
Late invoicing
Work is finished but not billed until someone has time to enter it.
Billing errors
Retyped amounts and details lead to corrections and awkward conversations.
Month-end reconciliation
Hours go into matching records that should already agree.
One record, two systems
We connect the systems so each record is owned in one place and shared with the other.
Talk to us about integrationDecide the source of truth
We agree which system owns customers, products and invoices.
Check the connection
We confirm what each system's API or native integration allows.
Build and test the sync
We connect the records and test with real data, including the awkward cases.
Monitor for failures
We set up alerts so a failed sync is noticed and fixed, not discovered at month end.
The result: Sales and finance work from the same customers and invoices, without retyping.
Safe by design
Automation is only useful if you can trust it. Every automation, integration and AI agent we build follows the same controls, and is designed around Australian and New Zealand privacy expectations.
Least-privilege access
Credentials stored securely, never in code
Human approval for higher-risk steps
Logging and failure alerts
A way to pause or remove any automation
Documentation and handover
Read how we handle security and data, or see our approach to AI safety and governance.
Read more on this
Connecting Your CRM to Xero: Native Apps, Middleware or a Custom Integration
Compare the three ways to connect your CRM to Xero, see what each one handles and where it falls short, and learn when a custom integration is worth it.
Read the guideZapier, Make or a Custom Integration? When No-Code Automation Stops Being Enough
Zapier and Make are great until they aren't. A fair look at when no-code automation is right, the signs you've outgrown it, and when a custom integration pays off.
Read the guideWhat to Do When Your Business Software Doesn't Integrate
Two systems that won't talk to each other? The practical options, from native integrations and APIs to middleware and custom builds, and how to choose.
Read the guideFrequently asked questions
Xero has a well-documented API, so it is usually possible. We confirm what your CRM supports and design the sync around which system owns each record.
Sometimes. If the built-in integration covers your fields and workflow, use it. We build custom connections when it falls short.
Zapier suits simple, low-volume connections. Custom integrations suit higher volume, complex rules or anything that must be reliable and monitored. Our guide compares the two.
We build in error handling and alerts, so a failed record is flagged to a person rather than silently lost.
Yes. We work remotely with businesses across Australia and New Zealand.
Tell us which systems need to talk
Name your CRM and accounting system. We will tell you what a reliable connection looks like.
Custom software and automation projects typically start from A$2,500. Final pricing depends on the systems involved, complexity and scope. For a larger or more complex project, book an initial consultation.