12 Xero Integrations Perfect for Scaling Manufacturers
There are tons of Xero integrations available on the market, but with so many options, what do you choose? We’ve put together this list to help you see what apps are available and what ones could be perfect for your business.
Xero is a cloud-based accounting tool ideal for manufacturers looking to get control over their finances.
However, even though it's great at helping you get more control over your finances, Xero does have a feature gap for tools that are essential for manufacturers needing to organize their production.
We’ve put together some of the best tools available on the Xero Appstore for solutions that will help you improve your e-commerce, CRM, inventory management, reporting, and much more.
PRO TIP: Xero can help you effortlessly record your finances, but when it comes to handling your manufacturing and organization, Xero works better with a helping hand. That’s why manufacturers need to look for Xero integrations that can support their production.
So, without further ado, let’s get straight to it!
1. Tanda for Time Tracking
Not only that, but a Xero time tracking app like Tanda will also help you with scheduling, giving you a tool for:
— Tracking attendance;
— Award interpretation; and
— Pay calculations with a Xero payroll integration.
This Xero time tracking integration helps you streamline your administrative processes and reduce the stress of arranging your payroll with a 1-click timesheet export.
Tanda combines all your workforce data, timesheets, and pay rates for automatic and accurate calculations of your teammate's wages. Then it exports these timesheets to your Xero account to help you track your business capital.
2. Inventory Management with Katana
Katana Smart Manufacturing Software is an ERP integration with Xero that allows you to bridge the feature gap between your sales, manufacturing, and accounting.
This ERP integration with Xero helps you with:
— Finished goods and raw material inventory management;
— Managing your bill of materials; and
Katana’s integration with Xero centralizes your entire business onto one dashboard, so you can easily get an overview of your performance and make important decisions.
Finally, when you’re finished making a purchase order or fulfilling a sales order, you can push your bills and invoices over to Xero.
3. Shopify for E-Commerce
Shopify is a well-known e-commerce platform on the market, used by dropshippers, manufacturers, and large-scale wholesalers.
The Shopify Xero integrations by Bold Commerce is designed to bridge the gap between your Shopify and Xero accounts.
Not only can you sync your Shopify orders to Xero, but all your sales, taxes, and discounts are automatically exported from Shopify with Bold Commerce’s Xero integrations.
When you use these Xero integrations, your paid orders are exported to Xero as Sales Invoices, and once a day, your past orders are synced and saved as Paid Invoices.
PRO TIP: Manufacturers looking to get the most out of their Shopify account can take advantage of Katana’s ultimate Shopify guide, that’ll teach you how to balance your manufacturing and online sales.
4. Purchasing with ApprovalMax
Overhaul the financial control of your Accounts Payable and Accounts Receivable with Xero apps like ApprovalMax.
ApprovalMax can help businesses achieve paperless manufacturing by replacing paper and email-based approvals with an automated workflow, perfect for optimizing your internal accounting and outsourced financial services.
ApprovalMax’s Xero integrations support the latest Xero Single Sign-On/Single Sigh-Up (SSO/SSU) feature, meaning that you can use your Xero account details to easily sign up for a free trial or even log in with an existing ApprovalMax subscription when setting up the integration.
With ApprovalMax, you get:
— Purchase order creation and approval;
— Bill review and approval; and
— Bill to purchase order matching and budgeting.
5. Reporting with Spotlight
Spotlight Reporting gives users the tools to easily generate easy to understand performance reports, dashboards, forecasts, and consolidations.
The main objective of Spotlight Reporting’s Xero integration is to optimize your reporting capabilities within Xero. It was even awarded App Partner of the Year for their efforts, 2015 and 2016.
Spotlight Reporting integrates with Xero seamlessly, allowing users to import their budget data with just the push of a button. When you use the Xero integrations, it unlocks all functionalities in Spotlight, allowing you to use:
— Action plans;
— Cash flow forecasting; and
— Executive summaries.
6. CRM with HubSpot
Xero and HubSpot are working in collaboration to give you a powerful CRM that allows you to manage your:
— Online marketing;
— Sales; and
— Customer service.
Xero CRM integrations with HubSpot allow you to better understand your customer's journey, from visitor to paying customer.
HubSpot helps you nurture your leads to your website, so you can build a relationship with visitors and customers through personalized messaging and marketing.
To get set-up with Xero CRM integrations, all you need to do is enter your email address (the one you use on Xero) to create a HubSpot account or update an existing one.
Once your Xero CRM integrations are set-up, all future information will be synced with HubSpot, so you can view your business from one screen.
7. Payroll with CitrusHR
A Xero payroll integration is going to help you make sure all your staff are paid probably, on-time, and it’s all up-to-date and accounted for in your books.
CitrusHR is a payroll solution designed for manufacturers looking to get more control over their business.
The Xero payroll integration allows you to manage:
— Performance management; and
CitrusHR integrates with your Xero, importing all your payroll information at a click of a button.
With this Xero payroll integration, you can accurately track team members' wages and fill out your payroll information within five minutes.
8. Payments with Debtor Daddy
Debtor Daddy is up there with the best Xero integrations when it comes to monitoring your payments.
This Xero integration allows small businesses to stop wasting time, money, and energy on pursuing overdue invoices.
Debtor Daddy uses automation to send out personalized reminders to customers, so you don’t need to delve through your books to make sure everything is up to date.
Not only does it help you check your payments, but with Debtor Daddy, you can get your hands-on tools for:
— Reporting; and
— Optimizing how you communicate with customers.
PRO TIP: When looking through Xero apps as a manufacturer, you need to find a tool that can help you with your Xero bill of materials, as the software without an integration struggles to give you a solution to tracking this essential product information.
9. Point of Sale with Airsquare
Point of sale (POS) Xero integrations like Airsquare gives users the tools to manage their sales, both online and in-store.
Airsquare is an all-in-one website platform that helps you with setting up your online store, along with giving you control over:
— Stock management;
— Accepting payments; and
— Processing your orders.
When you integrate and sync your Airsquare and Xero accounts, all sales orders will automatically be pushed to Xero as invoices. Saving you the hassle of reconciling the invoices yourself.
This ecosystem allows you to keep manufacturing and selling, and the Xero integrations automatically save your financial transactions.
10. Accounting with Syft
You may be wondering why this is needed; “An accounting solution for my accounting solution?”
Syft takes your Xero information, and presents it back to you with highly visualized reports, making your business finances more digestible.
Having your company’s data transformed like this allows you to easily share reports with team members and better understand your business’s performance, so you can quickly make business decisions and get back to growing your business.
This Xero integration can also take multiple Xero entities and break it all down into a single reporting group. Better still, the software has a plug-and-play feature, meaning you just connect it to your account and Syft will take care of the rest.
11. Bills and Expenses with Receipt Bank
Receipt Bank has Xero integrations that help you store your client's data onto Xero.
Basically, Receipt bank takes away the hassle of having to manually update information on Xero.
After you get set-up on Receipt Bank, your clients can submit receipts, bills, and invoices through their own personalized Receipt Bank email.
Once you receive them, the Xero integrations in Receipt Bank will automatically extract important information, so all you need to do is review the final document and submit it to Xero with one click.
12. Practice Management with EzzyBills
If you’re a manufacturer who also offers services along with your products, then EzzyBills is the solution you’re looking for.
EzzyBills will help you automate your accounting, so you and your clients can send invoices or bills to EzzyBills, either by email or using the phone app.
This allows you to easily put your business into auto-pilot and is used by manufacturers from all different types of industries.
Once you integrate Xero with EzzyBills, you can easily record your finances, by sending your invoices to Xero as an attachment, which will also contain information on:
— Optional notes;
— Approval records; and
— Delivery dockets.
And there you have it, our twelve picks of the best Xero integrations manufacturers should consider when looking to optimize their business.
However, you should still approach with caution, as the majority of apps were developed to help retailers, wholesalers, and self-employed workers.
And as a manufacturer, you’re going to need your Xero integrations to do more if you want to make your production more efficient.
When looking into software, see if it can provide you with:
— Finished goods and raw material inventory management;
— Production planning;
— Manufacturing floor-level control; and
— Manufacturing cost calculations.
Katana Smart Manufacturing Software, an ERP integration with Xero, can do all of the above and more, by completely automating your manufacturing processes.
Check out the video below to understand just how exactly Katana is one of the best Xero integrations for manufacturers looking for solutions to their production and finances.
Katana offers manufacturers a 14-day free trial, so you can see exactly how the Xero integrations can fulfill all your manufacturing needs.
We hope that you found this article useful. If you have any questions, please don’t hesitate to get in touch as we’re always happy to chat.
And until next time, happy manufacturing.