Integrate GoProposal With Xero
GoProposal™ allows accountancy firms and bookkeepers to price more profitably, agree fees with clients and automatically produce a stunning proposal and dynamic letter of engagement. And now… it also triggers your invoicing in Xero™ when your proposal is accepted.
How The Integration Works
Connect Your App To Xero In 2 Clicks
It literally takes 2 clicks of the mouse to connect your GoProposal™ App to your Xero™ App for a seamless, integrated experience for you, your team and your clients.
Choose The Data Your Want To Sync & Fire
Sync your Account Codes in Xero to your Line Items in GoProposal so you can automatically fire through your client and proposal details into Xero when they digitally sign your letter of engagement.
Generate Invoicing in Xero Automatically
Once the draft invoices have been raised in Xero, you can then send them out as a one-off invoice or turn it into a repeating invoice & connect it to your payment collection system.
How To Connect
Simply log into your app, goto Settings > Integrations, press the button to connect GoProposal to your Xero app and you’re flying!!!
What is Xero?
Xero is easy to use online accounting software that’s designed specifically for small businesses.
- It’s all online, so you can work when and where you want to. Just login with your PC, Mac or mobile.
- Your bank statements are automatically imported and categorized, letting you see your cashflow in real-time.
- Invite your team and work together on financials. You can collaborate over your up-to-date numbers.
- Xero has all you need to run your business – including invoicing, paying bills, sales tax returns, reporting and much more.
Find out more or try Xero Accounting Software for free.