Connect your business operations with your accounting.
Use Matricle to manage your day-to-day operations and connect with Xero for accounting. Bring your sales, purchasing and financial workflows closer together while reducing repeated data entry.
Discuss Your Xero Integration
Bring your operational and financial workflows together.
Sales & Invoicing
Connect your Matricle invoicing workflow with Xero, helping your team reduce repeated entry of sales information across both systems.
Purchasing & Costs
Discuss how purchasing information should flow into Xero, with account mappings configured to suit your business and accounting requirements.
Payments & Credit Notes
Review the available options for connecting payment and credit note workflows, including how updates should be handled between systems.
Less double handling.
Clearer financial workflows.
Keep your operational processes in Matricle and your accounting workflows in Xero, with a connection configured around the way your business works.
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Reduce repeated data entry
Transfer agreed information between systems instead of entering the same details twice.
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Use consistent account mappings
Confirm the appropriate account codes and tax settings with your accountant or bookkeeper during setup.
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Support your existing processes
Agree on which records are transferred, when they are transferred and how your team checks the results.
Get connected with help from our team.
Our team will guide you through configuration, connection and testing. The integration scope and settings will be confirmed before you start using the connection in daily operations.
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Confirm your requirements
Tell us how you manage invoicing, purchasing and payments. We will review the workflows you want to connect.
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Configure & connect
Confirm account mappings and tax settings, then connect Matricle with your chosen Xero organisation.
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Test & review
Test sample transactions and review the results with your team before using the agreed workflows.
Ready to connect Matricle with Xero?
Talk to our New Zealand team about your accounting workflows and integration requirements. We can also work with your accountant or bookkeeper to confirm the setup.