Xero integration & automation experts

We can help you automate your business with Xero and hundreds of other systems to improve efficiency and productivity.

Xero consultants
Xero

What you can automate with Xero

Xero is a cloud accounting platform widely used across Australia and New Zealand for invoicing, bank reconciliation, payroll, expense tracking, and financial reporting. It has become the default accounting tool for small and mid-sized Australian businesses, with most accountants and bookkeepers supporting it directly. While Xero handles core accounting well, most organisations use it in isolation. Invoices are created manually, bank transactions are reconciled one by one, and financial data is exported to spreadsheets for reporting. This manual handling creates bottlenecks, delays financial visibility, and introduces errors that are difficult to trace back through the system. Our business automation team at Osher connects Xero to the rest of your business operations. We build workflows that automatically generate invoices when projects are completed or orders are fulfilled, reconcile bank transactions against expected payments, sync customer and supplier data between Xero and your CRM, and push real-time financial metrics into dashboards your leadership team actually checks. For organisations running e-commerce, we connect Xero to platforms like Shopify so every online sale is automatically recorded with the correct revenue account, GST treatment, and customer details. No manual data entry, no end-of-month scramble to match transactions.

Xero FAQs

Frequently Asked Questions

Common questions about how Xero consultants can help with integration and implementation

Invoice creation, bank reconciliation matching, expense categorisation, payment reminders, supplier bill processing, payroll notifications, financial report generation, and data syncing with CRMs and e-commerce platforms. Any repetitive task that involves moving data into or out of Xero is a candidate for automation.

How it works

We work hand-in-hand with you to implement Xero

As Xero consultants we work with you hand in hand build more efficient and effective operations. Here’s how we will work with you to automate your business and integrate Xero with integrate and automate 800+ tools.

Step 1

Review Your Current Accounting Workflows

We map how financial data currently flows through your organisation: where invoices originate, how bank transactions are reconciled, which reports are generated manually, and where data is duplicated across systems.

Step 2

Connect Xero to Your Business Systems

We establish secure API connections between Xero and your CRM, e-commerce platform, project management tools, and any other systems that generate or consume financial data.

Step 3

Build Automated Invoice Workflows

Invoice generation rules are configured so invoices are created automatically when triggered by project completions, order fulfilments, or recurring billing schedules.

Step 4

Configure Bank Reconciliation Rules

Matching rules are set up to automatically reconcile bank transactions against invoices, known expenses, and recurring payments. The rules are tested against historical transactions to verify accuracy.

Step 5

Set Up Financial Dashboards and Alerts

Real-time dashboards display key financial metrics pulled directly from Xero. Alerts notify your team when invoices are overdue, cash flow drops below thresholds, or unusual transactions are detected.

Step 6

Validate, Optimise, and Train Your Team

We verify all automated transactions against manual checks, refine matching rules and categorisation logic, and train your finance team on the new workflows and exception handling procedures.

Works well with Xero

Other tools we connect and automate alongside Xero.

Get in touch

Ready to automate Xero?

Tell us what you want Xero to talk to and we’ll map out the build, the cost and the payback.

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Transform your business with Xero

Get in touch for a free consultation to see how we can automate your operations with Xero.

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