World-leading accounting platform with automated synchronization
Xero Integration
Streamline your accounting with seamless Xero integration for automated bookkeeping
Key Features
Powerful Integration Features
Everything you need for seamless integration and workflow automation.
Automated Invoice Sync
Automatically sync invoices, receipts, and bills between PiCortex and Xero for seamless accounting.
Real-time Financial Reporting
Get up-to-date financial insights with real-time data synchronization between platforms.
Bank Reconciliation
Streamline bank reconciliation with automated transaction matching and categorization.
Benefits
Why Choose This Integration?
Experience the power of automated workflows and seamless data synchronization.
Use Cases
Real-World Applications
See how businesses use this integration to improve their operations.
Service-Based Business
Automatically create Xero invoices from PiCortex project completions and time tracking.
Example: A consulting firm tracks project time in PiCortex and automatically generates invoices in Xero when projects are completed.
Retail Business
Sync daily sales summaries and automatically reconcile cash and card payments.
Example: A retail store uses PiCortex for sales and inventory, with daily sales automatically posted to Xero for accounting.
Manufacturing Business
Track material costs and labor in PiCortex while maintaining detailed financial records in Xero.
Example: A manufacturer uses PiCortex for production tracking and cost allocation, with financial data flowing to Xero for reporting.
Setup Process
Easy Setup Process
Get your integration up and running quickly with our step-by-step guide.
Connect Xero Account
Authorize PiCortex to access your Xero account using secure OAuth authentication.
Map Chart of Accounts
Map PiCortex account categories to your Xero chart of accounts for accurate transaction posting.
Configure Sync Settings
Choose what data to sync, sync frequency, and set up approval workflows if needed.
Historical Data Import
Optionally import historical transactions from PiCortex to Xero for complete records.
Test and Go Live
Run test transactions to verify the integration, then activate live synchronization.
FAQ
Frequently Asked Questions
Common questions about this integration.
How often does data sync between PiCortex and Xero?
Data can sync in real-time for critical transactions like invoices and payments, or on a scheduled basis (hourly, daily) for other data types. You can configure sync frequency based on your business needs.
Will the integration affect my existing Xero setup?
No, the integration respects your existing Xero configuration. It only adds new transactions and doesn't modify your chart of accounts, tax codes, or other settings unless specifically configured to do so.
Can I control which transactions get synced to Xero?
Yes, you can set up filters and rules to control which transactions are synced. For example, you might only sync invoices above a certain amount or from specific customers.
What happens if there's a sync error?
The integration includes error handling and logging. Failed transactions are queued for retry, and you'll receive notifications about any issues that need manual attention.
Is my data secure during the integration process?
Absolutely. The integration uses Xero's official API with OAuth 2.0 authentication and industry-standard encryption. No sensitive data is stored on our servers.
Can I disconnect the integration without losing data?
Yes, you can disconnect at any time. All data already synced to Xero remains intact, and you can reconnect later without any issues.
Ready to Streamline Your Accounting?
Connect PiCortex with Xero today and experience the power of automated accounting. Save time, reduce errors, and get real-time financial insights.