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Xero Automation

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Symphony + Xero: Streamlined AP Processing

Streamline your invoice approval process. Just 5 minutes to set up the workflow for all invoices to follow so the right person gets notified at each step for processing. Every invoice is tracked each step of the way for better visibility and control.

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Why connect Symphony to Xero

The benefits of connecting Symphony with Xero include:

Streamline invoice approval

Set up your workflow once and all invoices uploaded will follow the workflow automatically so the progress of each invoice is tracked.

Better understanding of cashflow

AP processing integration with Xero allows your spending to be tracked in real time for better managing of your cashflow needs.

Reduce errors

With proper workflow tracking, it reduces the chances of invoices getting lost or payments missed, so there is less extra work and penalties by suppliers.

Peace of mind

Every action taking in the AP processing workflow is tracked so any issues that happen in the process can be tracked and rectified quickly.

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What Symphony does

Workflow Coordination

Ensure every party involved in the workflow is kept in the loop and be informed whenever they need to take action.

Track Progress

See the progress of each workflow and keep track of when and who completed each task.

Automated Reminders

Automated reminders ensure that no task is every missed or forgotten.

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What Xero does

Xero is online accounting software that lets you run your business easily and efficiently.

See your up-to-date cash position

Know how you’re doing financially with secure daily updates from your bank accounts and a clear visual dashboard.

Get paid faster and improve cash flow

Easily create and send invoices with online payments and automated invoice reminders for faster payment.

Run your business from anywhere

Access your business finances anytime, from any internet-connected device, and use the Xero app for iOS and Android.

Connect and collaborate anytime

Invite your team and your advisors to work with you in real time from home, office, or on the go using the mobile app.

Connect Symphony to Xero in 3 Steps

  • 1 - Sign up for Symphony

    Sign up for Symphony here

  • 2 - Connect to Xero

    Click on the 'Connect' link on the top left of the page to be redirected to the Xero authorisation page.

  • 3 - Sign in and authorise Symphony

    Sign in with Xero, and authorise Symphony to access your Xero data. You have now connected Symphony to Xero!