Xero

Syncing your financials with your management software to help streamline processes.

key benefits

  • Reduce double-entry accounting
  • Streamline communication between departments
  • Easily view real-time financial data
  • Know true cost of products
  • Create invoices and orders in Ekos that sync to Xero
  • Collect compliance data for tax reporting
  • Scale easier with all your data living in one place

Creating automated accounting processes, the Xero integration with Ekos takes your financials to the next level. At no additional cost to your Ekos monthly subscription, it’ll minimize double-entry errors, streamline departmental communication, and collect tax information in one place.

Ordering inventory or creating invoices? Easy. Ekos is syncing all of this into your Xero account, creating a seamless user experience for all your teams.

Interested in knowing your true product cost? Ekos brings transparency through this integration, giving you real-time inventory costs accounting.

Save time while filing taxes by creating custom reports to pull the information required. Through the Xero integration, Ekos allows you to easily pull the data needed into a report, giving you the compliance info to file your taxes. Ultimately this integration was built to save your team time while helping your business scale.

Ekos & Xero Integration FAQs

When should I connect Ekos to Xero?

We recommend setting up the integration after your team has completed onboarding with the customer success team at Ekos. Once the Xero integration is active, you have the option to sync all inventory receipts, companies, invoices, credit memos, and journal entries in Ekos to Xero.

I’m already an Ekos user. How do I start the process of activating the integration?

Reach out to our team to confirm the Xero integration is included with your Ekos subscription. Once confirmed, our support team will assist in reviewing your chart of accounts and making recommendations for a successful integration. Get more information about setup in the Knowledge Base.

How often does the sync take place?

The sync will occur every 4 to 6 hours. (Manual syncs can also be completed as needed.)

Where should I make changes — in Ekos or Xero?

The integration works by sending your transaction data in Ekos over to Xero. Always make changes in Ekos as it is imperative for the sync to work correctly. All changes to customers, vendors, invoices, credit memos, and inventory receipts should be made in Ekos and will be synced.

Additional Resources:
Watch Webinar: Ekos + Xero Integration

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