Invoices from your job or order system
Finished work becomes a draft invoice in Xero with the right contact, items and tracking categories.
Xero integration consulting
Connect Xero to the rest of your business.
Xero keeps your books tidy and your bank reconciled. We build the connections around it, so invoices, bills and payments stop getting typed in twice.
Keep it, then extend it
What Xero does well, and where teams outgrow it.
Where Xero shines
- Bank reconciliation that suggests matchesBank feeds arrive daily, and Xero suggests matches to invoices, bills and payments, with bank rules for the recurring ones.
- Accountants know itBookkeepers and outside accountants work in Xero every day, which keeps month-end and year-end simple.
- A large app marketplaceThe Xero App Store covers payments, payroll, inventory and more, so many common needs already have an add-on.
Where teams hit the limits
- Operations live elsewhereJobs, orders, projects and time sit in other tools, and someone copies the totals into Xero.
- Bills still need codingSupplier invoices arrive in inboxes and still need checking against orders and coding before they post.
- One company at a timeEach company is its own Xero organization, so group reporting across entities ends up in spreadsheets.
What we build around it
Connecting Xero to the rest of your work.
Bills read from email
Supplier invoices are read, matched to orders and drafted as bills for a person to approve.
Contacts in sync with your CRM
New and changed customers stay matched, so nobody merges duplicates at month-end.
Payments matched to open invoices
Payments collected in Stripe or other tools are applied to the right invoice in Xero.
Reports across companies
Results from several Xero organizations combined into one group report on a schedule.
Job and project profit reports
Costs from Xero combined with hours and materials from your other tools.
Before we start
How access works.
A Xero user at your company with enough access approves the connection through Xero's secure sign-in and picks the organization it can reach, and it can be disconnected at any time. Connections set up since March 2, 2026 request narrower permissions, such as invoices only or reports only. For a single company, Xero also offers custom connections, a paid Xero option in the US, UK, Australia and New Zealand that keeps running without anyone signing in again (see Xero's developer FAQ). Xero caps how many requests software can make for each organization per minute and per day, and those limits can't be raised, so we design connections to read only what they need. We build and test against Xero's free demo company first, never your live books.
Industries
Where this comes up most.
Related problems
Common places to start.
Books that never catch up
Receipts sit in email. Card charges wait for someone to say what they were. Your bookkeeper spends half the week chasing people for answers instead of keeping the books.
Read moreInvoices processed by hand
Invoices arrive by email, PDF and sometimes paper. Someone opens each one, types it into accounting, hunts for the purchase order and chases an approval. Month-end is a crunch every time.
Read moreChasing payments by hand
The job finished two weeks ago. The invoice still isn't out, because someone has to pull hours, check the contract rate and find the signed delivery ticket. When it finally goes, the follow-up depends on who remembers.
Read more
FAQ
Common questions.
Do we have to move off Xero?
Usually not. Many growing companies run well on Xero once the double entry around it is gone. If you have truly outgrown it, we will say so.
Will this break when Xero updates?
We use Xero's supported connection method, follow its developer notices and add checks that alert us early if something stops matching.
We have an older Xero connection. Does it need changes?
Possibly. Xero asks connections created before March 2, 2026 to move to its narrower permissions by September 2027. We can review what you have and update it before then.
Are you a certified Xero partner?
No. We're an independent integration consultant and development team. We build with Xero's official developer tools and approved access, using the access your team grants, and we work alongside your Xero admin or implementation partner rather than replacing them.
Sources
- Xero Developer: API rate limits FAQ
- Xero Developer: Custom integration FAQ
- Xero Developer: Custom connections
- Xero Developer: Granular scopes FAQ
- Xero Developer: Tiers, connection limits and API usage
- Xero: Reconcile bank transactions
Facts checked against the vendor's own documentation, November 2026. Names are trademarks of their owners. Inkwell is independent and not affiliated with these companies.
Partner with Inkwell
Tell us how you use Xero today.
A few sentences is plenty. We'll tell you what we'd connect first, and whether a ready-made app already does the job.