Capture the complete picture of your business
Online accounting and (customer relationship management) CRM work hand in hand to complete the picture of your business. And thanks to the power of Xero and Insightly, you now have the complete picture of your business – from initial prospect communication to invoicing.
Learn more about Insightly here
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Send invoices faster
Sales teams can draft an invoice directly within Insightly. This means sending invoices as soon as the customer says yes (and getting paid faster).
Save time
It’s a challenge to keep track of your customer activity. Insightly organizes every point of customer interaction, enabling Xero users to access this data with a single click. You can easily reference any sales opportunity, email or project.
Stay ahead of unpaid invoices and bills
Xero + Insightly store your key information in one place. You can track Xero invoices and bills alongside sales opportunities and project and customer contact data in Insightly. This single operational view allows your sales teams to better connect with customers to keep ahead of payment deadlines.
Get started today
1. Sign up for a free Insightly account, or log into your existing account
2. Connect Insightly to Xero through the System Settings page
3. Choose Xero and log in
Popular features that you and your business will love
Xero is online accounting software with all the time-saving tools for your growing business. Insightly delivers a complete CRM solution with comprehensive project and contact management. Together, Xero + Insightly link all of your important information – the complete picture of your business – available with a single click.
Run your business anywhere, from any device
Xero and Insightly understand that you’re not tied to a desk. That’s why you can check balances, upload receipts and invoice customers across a browser or mobile device – and automatically reconcile any transaction made through Insightly – anytime, anywhere.
Find out more about Xero Touch >Get paid faster
With the ability to invoice directly within Insightly, getting paid faster will be a breeze.
Find out more about online invoicing >