Book a scoping call
Integration

Xero automation

The accounting system most Australian small businesses run. Most of the value is invoices out and payments matched back.

11 workflows in the community library involve Xero, and we can build any of them on your own instance. The 11 most used are listed below; the rest are searchable in the library browser.

[ 01 / PAIRS WITH ]

What Xero is usually joined to

Counted from the library, not guessed. Each one is a workflow we can build.

[ 02 / THE WORKFLOWS ]

The 11 most used Xero workflows

Ranked by how many people have actually used them.

WorkflowSystems joined
Xero Workflow AutomationXeroopen
Google Sheets to Slack WorkflowGoogle Sheets, Slack, Xero, Gmailopen
Google Sheets to Slack WorkflowGoogle Sheets, Slack, Google Drive, Xeroopen
Telegram to Xero WorkflowTelegram, Xero, Microsoft Outlook, AIopen
Email to Xero WorkflowEmail, Xero, AIopen
Xero to Gmail WorkflowXero, Gmail, AIopen
Postgres to SMS WorkflowPostgres, SMS, Google Calendar, Xeroopen
Xero Workflow with an AI StepXero, AIopen
Xero to Microsoft Outlook WorkflowXero, Microsoft Outlookopen
Email to Slack WorkflowEmail, Slack, Xero, AIopen
Email to Xero WorkflowEmail, Xeroopen

Titles are ours, derived from the systems each workflow joins. The source template is linked so you can check it yourself.

[ 03 / THE BUILD ]

What you are buying

The template is the sketch. This is the part that makes it dependable.

[ WHAT WE ACTUALLY DO ]

Workflow orchestration

A workflow engine holds the sequence, the retries and the credentials, so the logic lives in one visible place instead of scattered across four tools.

  1. Map the manual sequence, including who currently does each step
  2. Build it on your own instance so you own the automation outright
  3. Add queueing and retries so a transient failure never drops a record
  4. Alert on failure and version every change
[ WHAT TO WATCH ]

Where these go wrong

Workflow tools make it easy to build something nobody can maintain. We version every workflow, document the field mapping, and keep credentials out of the canvas.

Built on: A workflow engine on your own instance, connectors to your existing tools, and queued retries so a transient failure never loses a record.

[ 04 / QUESTIONS ]

Common questions

Including the one about whether you are locked into anything.

How many Xero workflows can you build?

Every one in the community library, which is 11 for Xero right now, plus anything we write from scratch. The library is a starting point, not a limit: what you pay for is the version that is hardened, monitored and fitted to your business.

What does a Xero workflow cost?

Between $700 and $2,500 for a single workflow on an instance that already exists, plus a day or two to stand the instance up if it does not. Running it is from $290 a month.

Do we have to use n8n?

You do not, but it is what we recommend, and it runs on your own instance so you own the automation outright. Its licence expressly permits us to build and support workflows for you. We do not resell it as a product.

What if our Xero setup is unusual?

Then the library template is a sketch and we build against your actual API surface. That is the same price band; what changes is how much of the mapping we do by hand.

Not sure which Xero workflow you need?

Describe the job in your own words and we will name the workflow, the price and the timeline.