Xero Integration with Invenias
Seamless Xero Integration for Invenias Assignments and Companies
Managing invoices and credit control efficiently is crucial in executive search. Our Xero integration for Invenias simplifies this process with a custom embedded app accessible from the web tab in Assignments and Companies. With this integration, users can select billing milestones marked as 'ready to bill' and seamlessly create invoices in Xero. Once invoices are approved, sent, and paid, billing milestones in Invenias are automatically updated. Additionally, the integration provides real-time credit control insights at the company level, ensuring transparency and accuracy.
Embedded Xero App & Automated Billing
Our custom-built application is embedded within Invenias, accessible via a web tab in Assignments and Companies. Users can select billing milestones marked as 'ready to bill' and push them directly into Xero as invoices, eliminating manual data entry and ensuring timely invoicing.
Two-Way Invoice Synchronisation & Credit Control
Once an invoice is approved and sent in Xero, its status updates automatically sync back to Invenias. When payments are received, billing milestones update accordingly, providing complete visibility into the payment process. Additionally, real-time credit control insights sourced from Xero help finance teams monitor outstanding invoices, overdue payments, and customer credit standing within Invenias.
Increased Efficiency & Financial Transparency
By automating invoice creation and status updates, this integration significantly reduces human error and administrative workload. Finance teams can focus on strategic tasks rather than manual data reconciliation. Complete transparency into a customer’s financial standing ensures recruiters and finance teams have the necessary insights to make informed decisions and mitigate financial risk.
TESTIMONIALS
Trusted by Industry Leaders
Exenai has been there for us since the beginning, offering support, innovation and guidance. Thanks to them, we've been able to focus on growing our business and quickly analysing and automating processes that were holding us back. This has been a real game-changer, especially when it comes to making our compliance processes more efficient. We can't wait to keep working together and make even more great things happen!
Simon Eberherr
Contract & Compliance Manager
ZABEL
Exenai has been instrumental in supporting Meraki Capital, particularly in our work with Hamlyn Williams and the Bullhorn rollout. Thier deep Bullhorn expertise and structured approach have significantly improved operational efficiency through automation, freeing our sales team from manual tasks. Highly responsive, honest, and consistently deliver beyond expectations. More than a service provider, Exenai is a true partner committed to driving success. I highly recommend the Exenai team for both innovation and execution.
Nick Gordon
Founder
Meraki Capital
Working with Exenai has been a game-changer for our business. They have been instrumental in helping us build everything from our core systems to next-level automations that have streamlined our processes. The collaboration is simple and straightforward, making it a pleasure to work together. Their extensive industry knowledge has been invaluable, providing us with insights that have significantly benefited ZABEL. We couldn't be happier with the results!
Susi Krieg
Co-Founder & Director
ZABEL
Exenai’s unmatched ability to understand our needs and goals has enabled us to take our data capture, data quality, and reporting to the next level with efficiency-increasing notifications, custom applications, and automated bulk updates that have significantly reduced the need for manual completion of simple tasks. I look forward to seeing what our extremely collaborative partnership can accomplish together!
Suzanne Hebert
VP, Digital Transformation
Acertitude Inc.
