Xero and Salesforce Integration
Get a unified system to simplify accounting operations
Xero and Salesforce Integration to Optimize Accounting
Streamline Accounting
Tasks
Manage different activities like billing, invoice generation, accounting details through a single platform
Get Advanced
Accounting Feature
Access functionalities like accounts payable, expense claims, fixed assets depreciation, and business reporting
Secure Data
Synchronization
Bring all accounting details together within Salesforce by synchronizing data and removing any duplicate records
Promote Accuracy and
Collaboration
Eliminate unwanted silos with accounting records through seamless collaboration across teams
Streamline accounting operations
Work with critical data in real-time with increased accuracy
Benefits of Xero-Salesforce Integration
Manage Complex Billing
Access features for complex billing for varying choices of products, services, add-ons, payments methods, currencies
Automate Invoice Generation
Automate the process of invoice generation with ability to setup GST, VAT, tax for multiple currencies and tax locations
Pre-populate Fields
Create accurate invoices by setting pre-populated fields like discounts, tax rates, dates, etc
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Xero-Salesforce Integration
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