Two-way sync with Xero for invoices, expenses, contacts, and chart of accounts. Keep your project management and accounting in perfect alignment.
Connect your Xero organization with a secure OAuth 2.0 flow. Once linked, XeroFlow syncs contacts, invoices, expense claims, and chart of accounts bidirectionally. New clients created in XeroFlow automatically appear as contacts in Xero, and invoices generated through the EOM engine upload directly to your Xero ledger with correct line items, tax codes, and tracking categories.
Track invoices from draft to paid without leaving XeroFlow. See payment status, due dates, overdue amounts, and aging reports alongside your project data. When a client's invoice is overdue, the information surfaces on their client card and in the AI anomaly detection system, so your account managers can follow up proactively instead of waiting for month-end surprises.
Project allocations map Xero revenue lines and Xero supplier lines to projects, while synced Meta and Google Ads spend is treated as pass-through for Agency Gross Income (AGI). Unallocated values remain visible until assigned, with a clear unallocated-source reconciliation: each client total equals project totals plus unallocated amounts. Finance-gated, audited allocation changes keep every adjustment reviewable.
XeroFlow imports your Xero chart of accounts so that EOM-generated invoices use the correct revenue accounts, tax rates, and tracking categories. Configure mappings once and every future invoice follows your accounting structure automatically. Your finance team reviews clean, correctly categorized invoices in Xero rather than fixing manual entry errors.