Accelo

Accelo

Invoicing + Jobs , Professional Services , CRM

Accelo’s business automation platform syncs directly with Xero to help Business Advisors and their Professional Service clients improve profitability and streamline operations.

Accelo’s business automation platform syncs directly with Xero to help Business Advisors and their Professional Service clients improve profitability and streamline operations.

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About Accelo

Built for Professional Service businesses to Improve Profitability through Cloud Integrations.

Generate value for your clients, keep the add-ons you love, and gain more insight into your business. Connect Xero’s financial data to identify opportunities to manage costs, increase productivity, and grow revenue. 

Accelo’s complete solution securely stores all of your communications within a customizable CRM, tracks Sales, manages Projects, connects Invoices+Retainers to Xero, and prioritizes support Tickets to keep everyone on-task and on-budget.

Explore all Features of Accelo

Accelo + Xero

Connecting Xero to Accelo stops double-entry and keeps your business up-to-date by syncing invoices, payments, and purchases. 

  • Start with a complete CRM by importing all of your Clients & Invoices from Xero
  • Maintain accuracy by connecting Items, Ledger Codes, Tax Rates, and Tracking Categories
  • Create and edit Invoices in Xero and Accelo, syncing changes across both systems
  • Connect Invoices & Payments in Xero back to your client records in Accelo
  • Relay purchases made for client projects in Accelo so you can get paid for them in Xero

Customise Accelo to your business with over 50 connections to the tools that you already love: Google, Microsoft, Practice Ignition, Expensify, and many more...

Getting started

It only takes 5 clicks and 60 seconds to connect Xero and Accelo. Once you’re set, our integrations guide (hyperlink) will walk you through the personalisation options so we can fit into your business. Let us know how we can help you get started: xerosupport@accelo.com

Explore how to setup Accelo

Summary


Developer

Accelo

Added on

09/03/2013

Integration details


Xero

Countries

New Zealand, United States, Global, Australia, United Kingdom

Languages

English

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