Xero is a cloud-based accounting platform designed to simplify financial management for small and medium-sized businesses. With over 1,000 third-party apps available, Xero offers tools to enhance business operations beyond just accounting. These apps help with payroll, inventory management, project tracking, and more.

Here are five top Xero integrations highlighted by CKLG’s Business Services Manager, Alex Graham:

1. Dext Prepare

Dext Prepare simplifies the management of receipts and invoices by automatically extracting and categorising data, saving time and reducing errors.

Key Benefits:

  • Capture receipts in real-time via mobile or email.
  • Auto-categorise transactions based on past data.
  • Easy export of data to Xero.

2. Stripe

Stripe handles online and in-person payments, automating payment tracking and reconciliation with Xero for real-time cash flow monitoring.

Key Benefits:

  • Automatic reconciliation with Xero.
  • Supports various payment methods, including credit cards and international payments.
  • Real-time cash flow insights.

3. GoCardless

GoCardless automates recurring payments via direct debit, perfect for businesses with subscription models. It integrates with Xero to streamline billing and improve cash flow management.

Key Benefits:

  • Simplifies recurring billing and collections.
  • Reduces late payments with automatic reminders.
  • Automatic reconciliation within Xero.

4. ApprovalMax

ApprovalMax streamlines financial approval workflows, adding control and transparency. It’s ideal for businesses with complex approval processes.

Key Benefits:

  • Customisable workflows with multiple approval stages.
  • Automates invoice and purchase order approvals.
  • Enhanced security through layered approval processes.

5. Fathom

Fathom is a powerful tool for financial analysis and forecasting, providing deeper insights into business performance through Xero integration.

Key Benefits:

  • Visual tools like charts to track trends.
  • KPI tracking and performance scorecards.
  • Customizable dashboards with key business metrics.

Xero’s app integrations help businesses automate processes, reduce errors, and gain better control over their operations. To learn more about these tools, contact the CKLG Business team on 01223 810100.