We have worked closely with accountancy firms using Xero to ensure that our integration saves you time and provides a great experience for your team and clients.
Key Features of The Xero Integration
Automatic invoice generation after your client has accepted their engagement
Send new client details over to Xero when creating proposals
Associate existing Xero contacts to proposals for current clients
Control due dates, fee breakdowns and branding themes on your invoices
Attribute line items to account codes so you can track revenue in Xero
Set up Xero integration
It's easy to connect Xero with GoProposal.