INTEGRATIONS / XERO
Xero integration development.
Connect your product, operations tool or back office to Xero so invoices, contacts and payments stay consistent without daily exports or spreadsheet reconciliation.
WHY XERO INTEGRATION IS A WORKFLOW DECISION
An integration is not just a data pipe. It is an agreement about which system owns which truth.
Most finance integration problems start before any code is written. Two systems both believe they own the customer, the invoice status or the payment date, and someone reconciles the difference by hand. Connecting the APIs does not fix that; deciding ownership does.
We map the accounting events your operation actually creates, agree which system is authoritative for each one, then build the sync so it can be retried, audited and explained to whoever closes the month.
How we design and buildWHAT WE CONNECT
The accounting events that usually need to move.
A focused integration can cover one direction and one object type. A fuller finance workflow connects several events with clear rules between them.
Invoices & credit notes
Raise invoices from the operational system, keep line detail intact and handle credits, voids and corrections without duplicate records.
Contacts & payment terms
Keep customer and supplier records aligned, including the payment terms and tax treatment that affect when money is expected.
Payments & allocation
Bring payment status back into the product so operations can see what has been paid, part-paid or is still outstanding.
Reconciliation support
Expose the reference, timestamp and status needed to trace a transaction end to end when the month-end picture does not match.
WHERE MANUAL RE-KEYING CREATES RISK
If someone exports a CSV every morning, the integration is already missing.
These are the operating patterns where a Xero connection usually earns its place.
Quote-to-invoice handoff
Sales agrees the work in one system, finance re-enters it in another, and the difference surfaces as a query weeks later.
Job or project billing
Time, materials and milestones sit in an operational tool while the invoice is assembled manually from several reports.
Repeat or subscription billing
Recurring charges, pauses and credits need a reliable source of truth rather than a monthly checklist.
Marketplace or multi-entity payouts
Several income streams or legal entities create allocation and reporting work that grows faster than the team.
HOW WE APPROACH IT
Make the workflow clear before the software gets complicated.
We start with users, operations and outcomes, then design the smallest coherent system that can grow with the business.
Map the finance events
Identify what creates an invoice, a payment, a credit or a contact change, and who currently owns each decision.
Agree the contract
Define direction, identifiers, required fields, tax handling and what happens when a record is edited or deleted.
Build for failure
Use idempotent writes, retries, queued events and visible error states so a timeout does not become a duplicate invoice.
Reconcile in the open
Log the reference chain and provide a simple operational view so finance can trace any transaction without reading server logs.
RELEVANT WORK
Experience behind the recommendation.
Selected work showing the same kind of product, workflow or platform thinking in practice.
RELATED EXPERTISE
Connected problems usually need connected thinking.
These related capabilities often sit alongside the work on this page.
EXPLORE
API & systems integration
The core capability behind accounting, CRM and operational system connections.
View capability EXPLORENode.js API development
Backend services, webhooks and integration layers built for reliable operation.
View capability EXPLOREWorkflow automation software
Reduce the manual steps around approvals, notifications and finance handoffs.
View capabilityCOMMON QUESTIONS
Useful things to know.
Do we need to be a Xero app partner to integrate?
It depends on the route. A private connection for one organisation is different from a public application listed in the Xero App Store, which carries review, security and ongoing support obligations. We work out which route fits before any build starts.
Can data sync both ways?
Yes, but direction should be decided per field rather than assumed. Two-way sync needs a clear owner for each value and a rule for conflicts, otherwise corrections made in one system are silently overwritten by the other.
What happens if Xero is unavailable?
Writes should be queued and retried rather than lost or duplicated. The integration needs idempotency keys, backoff and an operational view of failed items so someone can resolve exceptions without engineering involvement.
Can you clean up existing Xero data first?
Often that is the sensible first step. Duplicate contacts, inconsistent tax treatment and unclear invoice states will otherwise be carried into the integration and make every later reconciliation harder.
How long does a Xero integration take?
A focused invoice and contact sync is a much smaller piece of work than a multi-entity, two-way reconciliation product. We scope after mapping the objects, events and ownership rules rather than quoting from a feature list.
Who will I work with?
Kinetic Axis projects are senior-led. Discovery, product decisions and engineering direction stay close to the people doing the work, with direct communication throughout the project.
What happens after launch?
The post-launch model is agreed around the product. Handover, hosting responsibilities, documentation, monitoring, support and further development can be planned before release so there is a clear next step.
WORKING WITH KINETIC AXIS
Senior thinking stays close to the work.
Good delivery is not just the build. It is making the important decisions visible, agreeing responsibilities early and keeping the product useful after launch.
Direct technical and product input
Discovery, design and engineering decisions stay close to the people doing the work rather than passing through layers of account management.
Clarity before commitment
We work through users, workflows, integrations and risk before turning a broad idea into a technical commitment.
Responsibilities agreed up front
Handover, hosting, support, documentation and ongoing development are discussed as part of the project rather than left until launch week.
Useful after launch day
Decisions are made with maintainability, real users and future change in mind — not just how the first release looks in a presentation.
START A CONVERSATION
Need your operational workflow and Xero to agree on the numbers?
Tell us what needs to connect, where the data lives and what the successful workflow should look like.