Automate Invoicing &
Accounting with Xero
We build production-grade Xero automations using Make.com, Zapier, n8n, and the Xero API — creating invoices from CRM deals with automatic contact deduplication, syncing Xero data to Shopify and Amazon, updating SmartSuite from invoice events, and managing Xero Projects so your entire accounting workflow runs on complete autopilot.
3 Ways We Automate Xero
We choose the right integration method based on your accounting workflow complexity, connected platforms, and whether real-time invoice events or scheduled financial data synchronisation is the priority.
Make.com, Zapier & n8n
Make.com's native Xero module supports watching invoices and financial events as triggers, plus comprehensive actions — creating and updating invoices, sales orders, bank transactions, contacts, credit notes, and making direct API calls. Zapier covers new transactions, bills, and contact events with equivalent action support. For finance teams needing self-hosted, privacy-first automation with no per-operation costs, n8n connects to Xero via the REST API on your own infrastructure with unlimited executions and full financial data control.
Xero REST API
Xero's well-structured REST API covers all accounting modules — accounts, bank transactions, bank statements, contacts, invoices, credit notes, purchase orders, payroll, Xero Projects, and Xero Practice Manager. Every endpoint supports GET, POST, and PUT operations for full data control. We use it inside Make.com for advanced queries, or through Python and JavaScript for enterprise-grade financial data pipelines, payroll automation, and project management integrations requiring high-volume processing.
Xero Projects & Practice Manager
Beyond core accounting, Xero offers Xero Projects for project-based billing and Xero Practice Manager for accounting firms — each with their own dedicated APIs. We build automation around these modules — fetching project data by client or project ID, syncing project time entries to external project management tools, automating billing from tracked hours, and updating Practice Manager client records from external CRM events — extending Xero's automation coverage to professional services workflows.
Watch Our Xero Automation Demo
A full walkthrough of real Xero automations — from Xero invoice to Shopify order and Amazon fulfilment, CRM deal to Xero contact search and invoice creation with SmartSuite sync, and Xero Projects API data retrieval by client and project ID.
What We Build With Xero
Real accounting automation workflows we have delivered for e-commerce brands, professional services firms, agencies, and growing businesses using Xero as their financial backbone.
Xero Invoice → Shopify Order → Amazon Fulfilment
We built an end-to-end pipeline where a new invoice created in Xero triggers a Make.com scenario that creates the corresponding order in Shopify with the correct customer, line items, and pricing. Once the Shopify order is fulfilled, the shipment confirmation is automatically pushed to Amazon — completing a full cross-platform data flow from accounting through e-commerce to marketplace without any manual data re-entry between the three systems.
CRM Deal → Xero Contact Search → Invoice Creation
When a deal is created or reaches a specific stage in a sales pipeline, our Make.com scenario searches Xero for an existing contact matching the customer's email or name. If the contact exists, a Xero invoice is created immediately and linked to that contact. If not, the contact is created in Xero first, then the invoice is generated. SmartSuite is simultaneously updated with the invoice number, amount, and status — giving the project management team financial visibility from their work tool.
Xero Invoice Watch → SmartSuite Record Create & Update
Make.com watches Xero for new and updated invoices — when an invoice status changes to Authorised, Paid, or Voided, our scenario calls the SmartSuite API to create or update the corresponding record with the latest invoice data. Finance teams can track all Xero invoice statuses within SmartSuite alongside their project and client records, without needing Xero access or manually updating status fields when invoices are paid or adjusted.
Xero Bank Transactions → Reporting & Reconciliation
We build scheduled Make.com scenarios that retrieve Xero bank transactions for defined date periods and push the data to Google Sheets or Airtable for external financial analysis and reconciliation. Finance teams get a live, filterable bank transaction database outside Xero — enabling custom reporting, cash flow analysis, and reconciliation workflows that Xero's native reporting interface doesn't easily support.
Xero Projects API — Client & Project Data Retrieval
We build Make.com scenarios and Python scripts that query the Xero Projects API by client ID or project ID — retrieving project details, task breakdowns, time entries, and billing status. This project data is pushed to external project management tools, Google Sheets dashboards, or CRM records — giving project managers and account teams visibility into Xero Projects data without requiring Xero access for every team member who needs to review project progress and billing status.
Xero Invoice Events → Automated Client Notifications
We build Make.com scenarios that watch Xero for invoice status changes and automatically send contextual notifications to clients — a payment confirmation email when an invoice is marked as paid, a friendly payment reminder when an invoice becomes overdue, or a credit note notification when a refund is issued. These automated client communications are personalised with the invoice details pulled directly from Xero and sent via Gmail or Outlook, eliminating manual follow-up from the finance team.
Xero Integrations We Build
From e-commerce platforms and CRMs to project management tools and reporting databases — we connect Xero with every platform your finance and operations teams depend on.
Ready to Automate Your Xero Accounting?
Tell us about your invoicing process, your connected platforms, and the financial workflows that consume your team's time — and we'll design a custom Xero automation that handles it all automatically. Free consultation, no commitment.