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Hero to Xero: Financial accounting integration with salesforce and Xero

Hero to Xero: Financial accounting integration with salesforce and Xero

Driving a business forward particularly in the current climate, demands real-time information on revenue, costs, cash flow and profitability. And that’s where salesforce.com and Xero fit in.

At The Gary Smith Partnership we’ve been using the cloud based Xero accounting system for the last three years and it’s proven to be the critical enabler for providing the Board with accurate, real-time financial information. It also means that our geographically diverse and mobile workforce can manage their expenses whilst on the go.

Now we’ve taken things a step further and integrated the two systems via the salesforce.com and Xero APIs. This means we can track the revenue and financial metrics of all deals from initial Lead through to Opportunity, Project and Invoice. All in one user interface, in real time.

In fact things go beyond Invoicing. Xero’s introduction of secure bank feeds directly into their application also means that we have an up to date view of the payment status of all Invoices. And this view is then pushed into salesforce.com to give a truly holistic view of every customer.

Reports and dashboards

Like salesforce, Xero also has a powerful management information capability that provides full visibility into financial performance.

xero accounting salesforce integrationxero accounting report

Xero have some excellent videos that explain how their accounting application works. Or if you’re interested in finding out more on how salesforce and Xero can work together to streamline your end to end business processes then please get in touch.

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