Two-way sync with Xero for invoices, expenses, contacts, and chart of accounts. Keep your project management and accounting in perfect alignment.
Connect your Xero organization with a secure OAuth 2.0 flow. Once linked, XeroFlow syncs contacts, invoices, expense claims, and chart of accounts bidirectionally. New clients created in XeroFlow automatically appear as contacts in Xero, and invoices generated through the EOM engine upload directly to your Xero ledger with correct line items, tax codes, and tracking categories.
Track invoices from draft to paid without leaving XeroFlow. See payment status, due dates, overdue amounts, and aging reports alongside your project data. When a client's invoice is overdue, the information surfaces on their client card and in the AI anomaly detection system, so your account managers can follow up proactively instead of waiting for month-end surprises.
Sync expense claims and bills from Xero to track costs against projects and clients. XeroFlow maps expenses to the right client and project using tracking categories, giving you a real-time view of profitability that combines revenue (invoices) with costs (expenses and ad spend) in a single dashboard. No more reconciling spreadsheets across three systems.
XeroFlow imports your Xero chart of accounts so that EOM-generated invoices use the correct revenue accounts, tax rates, and tracking categories. Configure mappings once and every future invoice follows your accounting structure automatically. Your finance team reviews clean, correctly categorized invoices in Xero rather than fixing manual entry errors.