Xero
Xero is commonly used by agencies and service businesses to manage invoices, payment status, bookkeeping workflows, and finance visibility.
Why teams use Xero
SMBs and agencies use Xero as the single source of truth for finance: invoices raised from the CRM or project tool, bank feeds auto-reconciled, and payroll, GST, and BAS handled natively. For service businesses this removes hours a week of manual bookkeeping and shortens month-end close from days to a single afternoon.
Operations teams connect Xero to Airtable, Stripe, and Shopify via Make so that every sale, refund, and expense flows into the right tracking category automatically. Typical setups include auto-creating draft invoices from signed proposals and matching Stripe payouts against invoiced work with no manual keying.
Finance leaders at growing companies use Xero as the hub for cashflow visibility and advisor collaboration — giving bookkeepers and accountants scoped access, running budget-vs-actual reports, and feeding board packs without exporting spreadsheets. It is a common stepping stone before a business moves onto NetSuite or similar at enterprise scale.
Tutorials featuring Xero
How We Manage Agency Receivables with Xero and Airtable
Receivables is the part of agency operations that gets ignored until it bites. A single overdue invoice is annoying; thirty of them stacked across multiple clients is a cash-flow problem. This is the workflow we use to manage receivables end-to-end — quotes assembled in Airtable, invoices created in Xero, payment status flowing back, and automated follow-ups so no overdue invoice sits silently. It's the same setup we run on our own books and deploy for agency clients.
How to Automate Invoice Processing Without Code
Invoices are one of the most predictable workflows in any business — assemble the data, generate the document, send it, track payment, sync to accounting. Doing it manually a few times a week is a few hours of someone's time you'll never get back. This guide covers both directions: outbound invoices you send to clients and inbound invoices you receive from vendors. Everything builds on Airtable, Make, and a couple of supporting tools.
Creating Invoices in Xero with Airtable
Xero is excellent accounting software but its built-in invoice editor wasn't designed for teams that manage line items collaboratively, generate dozens of similar invoices, or pull billable work from across projects. The fix is to build the invoice in Airtable — where the data already lives — and push the finished invoice to Xero with one button. This guide walks through the full workflow: base structure, Make scenario, edge cases, and the moves that keep accounting clean.
Stripe Checkout Links with Dynamic Pricing and Airtable
Send every client a custom-priced Stripe checkout link without touching the Stripe dashboard. This tutorial walks through wiring Airtable to Stripe through Make so each record generates its own payment URL and syncs back to your accounting tools.
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