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Custom Xero Integrations

We are a certified Xero developer, and can develop custom solutions with Xero to optimise your business processes.

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Integrate Salesforce CRM with Xero

Xero is a powerful online accounting software solution that help businesses run smoothly, keep records tidy, and make compliance a breeze. But Xero can do so much more if it is integrated seamlessly in your business processes.

And with Argo Logic’s expertise in API integration, we can do this for you. We can help you optimise, digitise and automate your business through Xero Integration, so as to minimise data duplication, manual data entry and human errors for your business. As a result, this will drive efficiency, data reliability and long term cost savings.

Services We Provide

Case Study

Aquila Super

Centralise and streamline internal process and documentation through automation. Increasing operational efficiency without increasing internal headcount.

Aquila Super is a leading SMSF audit and administration specialist that supports accounting practices’ compliance and SMSF sector growth.

Challenge

Aquila wanted to streamline their user experience for managing document requests and queries during the audit process. Aquila also had a need to improve their internal audit workflow management, reduce manual administrative work, all without increasing headcount.

Solution

Utilising Sales Cloud workflow to automate the full audit process and leveraging community portals to redesign the audit workflow process allowed for a seamless document exchange and management throughout the audit process. The portal project allowed clients to see all audits currently in progress with their status, and easily be able to upload missing documents and answering queries. Xero and Formstack were deployed to allow full access to their invoices and audit documents, improving the end-to-end audit process.