Katana’s bill of materials (BOM) is a tremendous help. Integrations with Shopify and Xero also play a big role in business management, and we can now manage both B2B and B2C orders with greater ease.”

I think that Katana had a much lower barrier to entry. It was still some work to get up and running, but I was able to gradually build my processes into Katana’s system over several months.”

We struggled to know which items are in stock so that we could build a batch and therefore often found extra components lying around […] Katana, we can now know what we have in store and where to look for it.”

Having a system track inventory and what stage it is in has been incredibly helpful. It also has helped our team have a more clear delineation of the order of operations for each product in our catalog.”

A person sitting at a desk counting dollar bills in their hand

Multicurrency support with automatic conversions

Perhaps you’re purchasing your raw materials from abroad to take advantage of better prices. Or maybe, you sell your products worldwide to benefit from global demand. Regardless of your business strategy, exchanging with other countries can involve dealing with different currencies, which can significantly increase the workload of your bookkeeper.

To ensure you can maintain a friendly relationship with your bookkeeper, it’s better to give them a helping hand.

The Katana ERP integration with Xero is here to do just that. Katana has multicurrency support that allows you to sell in the currency your customers prefer and buy from your suppliers in the currency they use. Katana’s Xero ERP integration converts everything back into your base currency and keeps the numbers synced with your accounting platform.

Calculator and pen on a desk with documents to calculate MOQ

Easily synchronize your accounting and sales

Making sure your sales are nicely synced with your accounting software can be a tedious and error-prone process. But not doing it can cause much bigger problems down the road. Luckily with the help of a Xero ERP integration, you can automate the syncing to reduce admin time and avoid human errors.

Katana’s Xero ERP integration ensures your sales and purchases are aligned with your accounts. Katana lets you push purchase and sale orders to Xero as bills and invoices, eliminating the need to copy information between platforms manually.

A male worker in a warehouse looking into items for decoupling inventory.

Complete control of your inventory with Katana

Holding too much stock can increase your carrying costs and get expensive very quickly, but hold too little, and you may not be able to fulfill all the incoming orders. Not being able to send out the ordered products promptly can quickly damage your reputation. To ensure your inventory levels are kept optimal, you need access to accurate real-time data.

Katana provides you with a live overview of your stock levels and updates everything in real time as sales, purchases, or manufacturing orders are created. You can also set reorder points, and Katana will highlight items that need to be replenished to ensure you always have the needed materials and products available.

Katana's Xero ERP software integration with Xero for simplified financial management

Streamline invocing and billing with Xero accounting software and Katana.
What is an ERP system?

An ERP, or enterprise resource planning, is a software system that helps businesses manage their core operations, such as inventory management, accounting, and customer relations. ERP systems are designed to give a complete view of their operations, from the raw materials all the way through to the finished product.

Katana offers comprehensive inventory and supply chain management features and also integrates with the best business tools available. With Katana, you can seamlessly connect your:

  • QuickBooks Online and Xero accounts
  • CRM software
  • Automation software
  • Shipping tools
  • E-commerce platforms
  • Analytics and reporting platforms
  • Any other accounting system or business tool using Katana’s open API

Katana comes with subscription-based pricing plans, so you don’t need a large upfront investment as with conventional on-premise ERP systems.

Is Xero an ERP?

No, Xero is not an ERP. Xero is online accounting software used by thousands of bookkeepers and accounting professionals worldwide. With Xero, you can easily connect your bank account to manage your business’ finances.

Xero accounting software enables you to:

  • View bills and receipts
  • Track your cash flows and bank transactions
  • Track your accounts payable and accounts receivable
  • Accept payments
  • Do a bank reconciliation
  • Issue online invoices

To read more about Xero, its features and capabilities, and check their pricing models, you can head on to their website. 

Can you manage inventory with Xero?

Xero accounting system is mainly to simplify payroll management and other business financials. While it does offer some basic inventory management features, there are certain limitations, like not being able to track raw materials or work-in-progress (WIP).

These features may be enough for some micro businesses starting out. However, If you are looking for a comprehensive inventory management solution for your growing business, you may still want to consider a Xero inventory add-on.

Using Katana’s Xero integration, you can keep your accounts in sync while also having full control of your inventory and product lifecycle.

What other options there are besides Xero?

The main competitor of Xero is QuickBooks Online, an online accounting software, developed in North America, that helps businesses manage their finances. 

There is a lot of information and comparisons for QuickBooks Online vs Xero  on the web and you can also look for other available Xero alternatives. So be sure to search around and pick a platform that best suits your exact needs.

Can Xero be used as an ERP?

Xero is primarily designed as accounting software. While it offers some features beyond basic accounting, it only offers a partial range of capabilities typically found in an ERP (Enterprise Resource Planning) system.

ERP systems are made to combine and manage a variety of corporate processes, including manufacturing, supply chain management, inventory management, and customer relationship management. While Xero does offer some basic inventory management and invoicing features, it provides a different level of functionality than a full-fledged ERP system.

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