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!!!

I always wanted my firm to be built on seamless, integrated systems. The entire GoProposal system works beautifully in that we can agree fees, produce the proposal, generate the letter of engagement AND get it signed off in under 3 minutes. Now that it integrates with our beautiful accounting software Xero - the entire experience for our clients and my team is seamless and amazing.
Paul Barnes Owner of My Accountancy Place

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.

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