Product overview
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INTEGRATIONS: ACCOUNTING
Add-on: Xero Accounting
Xero is a New Zealand technology company (founded in 2006) that provides cloud-based accounting software for small and medium businesses. Its SaaS platform offers online bookkeeping, invoicing, payroll and banking in one place. Today, Xero has over 4.4 million subscribers and is a leader in cloud accounting across markets such as New Zealand, Australia, and the UK. The software keeps a unified ledger that connects business owners with their financial data, bank accounts and advisors at any time. Xero’s products run on a subscription model and are used worldwide.
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How Xero works with Storeganise
The Storeganise Xero Add-on automatically pushes financial records from Storeganise into Xero. Whenever you generate a non-draft invoice or record a payment in Storeganise, the Add-on creates the corresponding invoice, payment and contact in Xero. (Negative invoices in Storeganise become credit notes in Xero.) This one-way sync means you don’t have to re-enter data – your Xero accounts stay up to date with minimal effort. In short, sales, customer and payment data flow seamlessly from your Storeganise system into Xero, simplifying bookkeeping and ensuring accurate, real-time financial reporting.
What sets Xero apart
Xero’s strength lies in its comprehensive automation and integrations. Its cloud platform includes automatic bank feeds, invoicing, accounts payable, expense claims, payroll and fixed-asset management. Because it uses a single unified ledger, multiple users (owners, accountants, bookkeepers) always see the same up-to-date books online. Xero also provides strong reporting and analytics tools, and features like invoice reminders to save users time. Importantly, Xero supports unlimited users across all plans and connects to a vast ecosystem of over 1,000 third-party apps, including Storeganise. These capabilities make it easy to scale and streamline accounting for businesses of any size.
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FAQs
How does the Xero Add-on work with Storeganise?
It’s an official Storeganise Add-on that links your self-storage software to your Xero account. It synchronizes Storeganise invoices, payments and customer contacts directly into Xero, creating a smooth flow of accounting data between the two systems.
How does the Add-on benefit self-storage operators?
By automating the transfer of financial data, the integration saves time and reduces errors. Invoices, credit notes, contacts and payments recorded in Storeganise automatically appear in Xero, eliminating manual data entry. This means your books in Xero are always up to date, making financial reporting, tax filing and bank reconciliation much faster and more accurate.
In which regions is the Xero Add-on available?
Xero is available globally. Please contact Xero to determine if it is available in your region. The Add-on is available to all Storeganise users with a paid Xero account.
How can I get started with the Storeganise and Xero Add-on?
To begin, contact the Storeganise team to have the Xero Add-on installed on your account. After it’s enabled, follow the setup guide: you’ll authorize your Xero account connection, then configure defaults and map your accounting codes and tax rates in Storeganise.
Does the integration support real-time syncing of account updates?
Yes, invoices from Storeganise will synced into Xero in real-time.
Is the Add-on suitable for both small and large self-storage operators?
Yes. Xero is designed to scale for all sizes. For example, Xero allows unlimited users on every plan, making it affordable for single-location facilities and large multi-site chains alike. The integration supports features like site-based tracking, so operators with many locations can still consolidate data.
Are there additional costs associated with using the Add-on?
Contact support@storeganise.com for more information.
Where does Xero operate?
USA, United Kingdom, South Africa, Canada, Australia, and Singapore
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