Pay and Bill

Xero Finance

Integrated

Financial clarity without the spreadsheet. "The Ledger" agent cross-references CRM placements with Xero invoices to flag discrepancies instantly, protecting your gross margin.

1 Integration
12 Endpoints

Available integrations

Xero Finance

The Finance Portion of the online accounting platform designed for small and medium-sized businesses. It handles invoicing, expense tracking, bank reconciliation, payroll, and financial reporting in one place. The system syncs with bank feeds and integrates with many third-party apps to streamline financial operations. Its cloud-based design lets users access real-time financial data from anywhere.

Get account usage A summary of how each account is being transacted on exposing the level of detail and amounts attributable to manual adjustments.
Get lock history Provides a history of locking of accounting books. Locking may be an indicator of good accounting practices that could reduce the risk of changes to accounting records in prior periods.
Get report history For a specified organisation, provides a summary of all the reports published within a given period, which may be an indicator for good business management and oversight.
Get user activities For a specified organisation, provides a list of all the users registered, and a history of their accounting transactions. Also identifies the existence of an external accounting advisor and the level of interaction.
Get Bank Statement Accounting For lenders that prefer using bank statement data as the source of truth. We provide a data point that will allow access to customer bank statements, plus for reconciled bank transactions the matching accounting, invoice and billing data as well. As customers reconcile bank statements to invoices and bills, this transaction detail will provide valuable insight for lender's assessment measures.
Get cash validation Summarizes the total cash position for each account for an org
Get Balance Sheet report The balance sheet report is a standard financial report which describes the financial position of an organisation at a point in time.
Get Cash flow report The statement of cash flows - direct method, provides the year to date changes in operating, financing and investing cash flow activities for an organisation. Cashflow statement is not available in US region at this stage.
Get expense by contacts report The expense by contact report provides a year to date profit and loss for customers and suppliers for a given organisation, including detailed contact information.
Get revenue by contacts report The revenue by contact report provides a year to date profit and loss for customers and suppliers for a given organisation, including detailed contact information.
Get Profit & Loss report The profit and loss statement is a standard financial report providing detailed year to date income and expense detail for an organisation.
Get Trial Balance report The trial balance provides a detailed list of all accounts of an organisation at a point in time, with revenue and expense items being year to date.