Connect Your CRM to Xero: Automate Invoicing and Payments
Your team is retyping won deals into Xero by hand. One client cut that from six hours a week to one, started getting paid nine days sooner, and recovered R117,000 in year one.
All Integrations
Accounting Integrations
Stop re-typing invoices, chasing payment statuses, or running billing cycles by hand. We connect your CRM, e-commerce, and operational tools directly to Xero, Sage, QuickBooks, FreshBooks, MYOB, Zoho Books, or NetSuite so deals become invoices automatically, branded invoice PDFs generate from CRM deal line items before ledger posting, multi-currency CRM deals hand off with transaction currency, FX rate, and ZAR amount so finance skips forex rework, supplier PDF invoices are captured with AI OCR into AP, bank statement PDFs and CSVs parse into the ledger for faster reconciliation, payments sync back in real time, and your books stay audit-ready with full VAT and SARS compliance.
Xero Integration
Two-way sync of contacts, invoices, payments, and credit notes with Xero, including Xero South Africa with ZAR tax invoices and local bank feeds.
Sage Business Cloud
Cloud Sage with a proper API for automated invoicing, customer sync, and VAT-ready tax invoices.
Sage Pastel (Desktop)
On-premise Pastel Partner and Pastel Xpress connected without moving your data off your own server.
Sage 50 (Desktop / Peachtree)
Desktop Sage 50 company files bridged to cloud CRM via SDK/COM middleware.
Sage Evolution / Sage 300
Mid-market on-premise ERP with CRM bridges for stock-aware sales orders and VAT-ready invoices.
Multi-Entity / Multi-Company Billing
Route CRM deals into the correct Xero organisation or Sage company, with inter-company invoicing and transfer pricing.
QuickBooks
Automate invoice creation, payment tracking, and customer sync with QuickBooks Online or Desktop.
FreshBooks
Auto-create invoices from won CRM deals and sync client details for small businesses and agencies.
MYOB
CRM sync for MYOB Business and AccountRight with GST-compliant invoicing.
Zoho Books
Go past the limits of Zoho's native connector, or connect a non-Zoho CRM to Zoho Books.
NetSuite & Enterprise ERP
Multi-subsidiary billing, revenue recognition, and multi-currency consolidation in Oracle NetSuite.
Revenue Recognition
Map CRM pipeline stages to IFRS 15 and SA deferred-income rules so revenue recognises on delivery, not on deal close.
Multi-Currency & FX
Capture exchange rates at invoice time, book foreign deals in ZAR, and keep forex gains and losses accurate.
VAT & SARS Tax Invoices
Lock Section 20 fields, map zero-rated and exempt tax codes, and handle withholding tax so every invoice is SARS-compliant.
PAYE & EMP201 Filing
Automate monthly EMP201 preparation and submission to SARS eFiling for PAYE, UIF, and SDL.
Chart of Accounts Mapping
Map CRM products and line items to the right revenue accounts, tracking categories, and cost centres.
Deal Expense Allocation
Link CRM deals to accounting expenses for true cost-per-deal and deal profitability reporting.
Project Costing & Cost Centres
Link CRM projects to accounting cost centres for live project margin tracking.
Budget vs Actual Tracking
Join budgets, CRM forecasts, and ledger actuals into one variance view.
Line Item Mapping
Preserve CRM deal products as separate invoice lines with quantity, price, tax, and account code.
Product Catalogue Sync
Keep SKUs, price lists, and tax codes aligned between CRM and accounting.
Payment Terms Sync
Map CRM deal terms (Net 30, Net 60, COD) onto accounting invoice due dates automatically.
Discount Sync
Carry CRM quote discounts to accounting invoices so pricing and margin reports stay accurate.
Purchase Order Matching
Pass PO numbers from CRM deals onto invoices so customer AP clears first pass.
Credit Notes & Refunds
Automate credit note creation on cancellation and run bad-debt write-off workflows between CRM and ledger.
Milestone & Progress Billing
Trigger staged invoices from CRM project milestones: deposits, progress payments, and final invoices.
Customer Deduplication
Match and merge CRM and ledger duplicates with fuzzy matching and a master customer record.
Retainer & Monthly Billing
Day-1 monthly retainer invoices from CRM agreements with balance tracking and overage billing.
Usage-Based & Metered Billing
Convert consumption events into cycle-end invoices for API platforms and SaaS.
Trial-to-Paid Conversion
Card capture at signup, prorated first invoice, and failed first-charge recovery.
Contract Renewal Invoicing
Renewals triggered from CRM dates with price uplifts, notice-period alerts, and timely invoices.
Signed Contract to Invoice
Raise the first invoice the hour a contract is e-signed in DocuSign, PandaDoc, or Dropbox Sign.
Time Tracking to Invoice
Approved timesheets become invoice line items so billable hours do not sit as WIP.
Bulk & Batch Invoicing
Generate hundreds of invoices in one run from a levy roll, membership list, or wholesale customer file.
Overdue Alerts & Collections
Aged-debtor CRM alerts, automated reminders, customer statements, dunning sequences, and collections escalation.
Invoice Fraud & AP Controls
Detect BEC-driven supplier invoice fraud with bank-detail change flags and anomaly alerts.
Commission Calculation
Automated commission schedules from closed-won deals and confirmed payment data.
Revenue Reconciliation
Explain every rand of variance between CRM revenue reports and P&L actuals, including gateway and bank-feed matching.
Bank Statement Extraction
Parse FNB, Standard Bank, Absa, and Nedbank statement PDFs or CSVs and match transactions into Xero, Sage, or Pastel so finance reviews exceptions instead of every line.
AP Invoice OCR Capture
Extract line items, VAT, and vendor details from supplier PDF invoices and post validated bills into the ledger with confidence-based review.
Live Financial Dashboards
Always-on executive views joining CRM pipeline with recognised revenue, cash, and aged debtors.
Audit Trail & Compliance
Immutable sync logs and invoice-to-deal lineage for IFRS, SARS, and external audit evidence.
Invoice Approval Workflows
Multi-approver chains that hold invoice drafts until signed off before posting to accounting.
Partial Payment & Instalment Sync
Allocate each instalment receipt and push remaining balance back into the CRM.
Inventory-Aware Invoicing
Stock checks before deal confirmation so sales cannot oversell against phantom inventory.
Customer Lifetime Value
Cash-based CLV from CRM deal history joined with ledger payments, refunds, and bad debt.
Multi-system Sync
Keep CRM, e-commerce, and accounting in sync with retry queues, conflict rules, and failure alerts.
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