Xero integration and accounting automation
We connect Xero to your CRM, store, billing and project tools through the Xero API, n8n or Make.com, so invoices, contacts and payments stay in step without retyping.
What we build
What we build with Xero
Invoice automation
Invoices and contacts created in Xero when a deal closes or an order ships.
AI bill capture
Bills and receipts read from email or PDFs with AI, checked, then added to Xero as drafts for approval.
Reporting from Xero
Xero data synced to a database for cash-flow and margin dashboards.
Why Widle
Less copy-paste between Xero and the rest of the business
Xero holds the numbers, but invoices, bills and payments start in other tools. We connect them, so data is entered once and month-end is quicker.
- 01
Drafts before posting
Anything uncertain lands in Xero as a draft for your accountant to approve.
- 02
No duplicates
Matching on contacts and invoice numbers, so nothing is posted twice.
- 03
Logged and retried
Every sync is logged, and failed calls retry instead of quietly dropping data.
Services
Services that use Xero
AI Automations & Workflows
Workflows that read, decide and act: AI steps in n8n, Make.com and Zapier that sort emails, pull data out of documents and update your systems, with a human sign-off where it matters.
Learn more →CRM & Marketing Automation
Every lead captured, scored and followed up on time in HubSpot or GoHighLevel, with reporting your sales team trusts.
Learn more →ETL & Data Pipelines
Get data out of every app, clean it and land it where your reports and AI can use it. Scheduled, logged and checked.
Learn more →Industries
Where we use Xero
Xero FAQs
Do you use the Xero API or a tool like Zapier?
Both. Simple flows run well in n8n, Make.com or Zapier; we use the Xero API directly for higher volumes or custom logic.
Could automation post wrong entries?
Uncertain items are created as drafts for approval, and every run is logged, so your accountant stays in control.
Can we start small?
Yes. Most teams start with one flow, such as invoices from the CRM, and add more once it’s trusted.
Business systems
More business systems technologies
Thinking about Xero?
Tell us what you want it to do. In a free 30-minute call we’ll say whether Xero is the right fit and where we’d start.
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