Finance systems integration.
Finance systems integration turns a tangle of disconnected tools into one clean, automated finance stack. We connect Xero with your billing, expenses, payroll and reporting, so data flows automatically and your numbers stay reliable as you scale.
Disconnected tools create manual work and errors
As you grow, finance spreads across more tools: invoicing here, expenses there, payroll somewhere else, reporting in a spreadsheet. When they do not talk to each other, you get re-keying, delays and mistakes.
We connect it all up. With Xero at the core and the right tools wired in around it, data flows automatically into one source of truth, so your numbers are timely, accurate and ready to scale with you.
Signs you need this
- Re-keying data between tools
- Manual work all over finance
- Tools that do not talk to each other
- Errors from disconnected systems
- Outgrowing spreadsheets
- Want automation as you scale
One connected finance stack
The tools you run finance on, joined up and automated around Xero.
Xero at the core
Xero as the hub of your finance stack, the single source of truth everything connects into.
Billing & invoicing
Connect your invoicing, billing and subscription tools so revenue flows straight into Xero.
Expenses & capture
Document capture and expense tools like Dext feed receipts and bills into Xero automatically.
Approval workflows
Bill approval and spend controls, with tools like ApprovalMax wired into the flow.
Payroll & people
Connect payroll so pay, pensions and people costs flow cleanly into your accounts.
Reporting & dashboards
Reporting and dashboard tools on top, for real-time visibility built on clean, connected data.
Our integration process
From mapping what you have to handing over a stack that scales.
Map your tools
We review the tools you use today and where the gaps and manual work are.
Design the stack
We design a connected stack around Xero that fits your business and stage.
Set up the hub
We get Xero set up properly as the centre of everything.
Connect & automate
We wire in the integrations so data flows automatically between tools.
Test & clean
We test the data flow and clean it up before you rely on it.
Hand over a stack that scales
You get a connected finance stack that keeps working as you grow.
A connected finance stack helps you
“Anna and AI Accounts are very competent, receptive and solution-focused, and I trust their advice.”
Mattia, Anonymised
Systems power the rest
A connected stack makes everything else work better.
Xero Accountants
Need Xero set up or migrated first? Start with our Xero accounting support.
Financial Controller
A controller relies on strong systems to report and control with confidence.
Cash Flow Management
Connected data is what makes real-time cash visibility possible.
Finance systems questions
Connecting the tools you use to run finance, billing, expenses, document capture, approvals, payroll and reporting, around Xero, so data flows automatically instead of being re-keyed between systems.
We build around Xero because it sits at the centre of a strong, well-connected finance stack and we know it inside out. If you are not on Xero yet, we can also handle a free switch.
Common ones include billing and payment tools, document capture like Dext, bill approval workflows like ApprovalMax, payroll and reporting or dashboard tools. We pick what fits your business rather than forcing a fixed stack.
We plan and test the integration carefully so the switch-over is smooth, and we clean the data flow before relying on it, so you are not left with broken or duplicated records.
Yes. Xero is HMRC-recognised for Making Tax Digital, so a Xero-centred stack keeps your records digital and your VAT and other obligations on track.
Finance systems work sits within Finance Operations, which starts from £1,500 plus VAT a month, scoped to your stack and stage.
Get your finance tools working together
Swap manual re-keying for one clean, automated finance stack built around Xero. Book a quick intro call to get started.
Detection
We review your current finance setup, pain points and goals to identify where systems, processes or reporting are slowing you down.
Apperception
We map out the changes needed across your workflows, tools and reporting requirements.
Augmentation
We improve the finance setup by refining workflows, improving reporting and introducing better controls.
Systemisation
We put agreed processes into the business in a clear and repeatable way, reducing reliance on ad hoc fixes.
Action
We help you use improved finance data to make better decisions, manage cash flow and track performance.