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Integration between GoProposal and Xero
Integration between GoProposal and Xero

How Xero integration works from your team's perspective and also from the client experience.

Jack Choppin avatar
Written by Jack Choppin
Updated over 4 months ago

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.


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