Xero Integration

Xero Integration

Automatically sync invoices and payments between Caspen and Xero with a powerful two-way integration that eliminates double entry and keeps your books accurate.

Crafted by Caspen

Seamless accounting sync

Keep Caspen and Xero in perfect harmony without the manual data entry.

Two-way sync

Invoices and payments stay in sync between Caspen and Xero automatically, so both systems are always up to date.

Invoice sync

Invoices created in Caspen are automatically pushed to Xero, eliminating double entry and keeping your accounts accurate.

Payment reconciliation

Payments recorded in Caspen are synced to Xero and matched against the correct invoices, making reconciliation effortless.

Contact sync

Client details flow from Caspen to Xero automatically, so your contact list is always consistent across both platforms.

Chart of accounts mapping

Map your Caspen services and payment types to the correct Xero accounts, ensuring every transaction lands in the right place.

Tax & GST handling

Tax rates from Caspen invoices carry through to Xero, so your BAS reporting and GST obligations are always accurate.

Why connect Xero?

Spend less time on bookkeeping and more time with your clients.

Eliminate double entry

Stop copying invoices and payments between systems. Everything syncs automatically, reducing errors and saving hours each week.

Real-time financial visibility

With data flowing between Caspen and Xero in real time, you always have an accurate picture of your practice's financial health.

Get started today

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