XERO Integration
One-Click Wonder: Transfer Data from ASSIST to Xero in Seconds!
Welcome to Seamless Accounting – The Power of ASSIST & XERO Integration.
1. Integration
ASSIST seamlessly integrates with Xero
- Go to the ‘Integration’ tab, which is on the left hand side of your company home page.
- Click on XERO
- Log in as usual with your username and password
- You’re integrated!
2. Add Document
Simply snap a photo, scan, upload, or email your financial documents (invoices or receipts) to ASSIST
You can submit either physical documents or soft copies with ease. Supported file format: jpg, jpeg, png, pdf
- Click add document button
- Drop or Select Files
3. Send it to Xero
Once connected, navigate to the data you wish to transfer
Select the data to be transferred, then review it once more to ensure accuracy.
- Simply select the files or records
- Hit the ‘Can be sent to Xero’ button
Our Xero Integration With ASSIST’s 30-page Free Plan Can Do for you:
Automatic Data Extraction
ASSIST automatically extracts and sends your data to QuickBooks
Distinguish Payables & Receivables
ASSIST smartly separates AP and AR, making financial management effortless.
Efficient Invoice & Receipt Management
Say goodbye to manual entry—ASSIST manages invoices and receipts
Try Assist for free
Transform your accounting process with Xero and ASSIST!
Begin now with our **FREE 50 PAGES PLAN** which includes all premium features. That’s right, absolutely No Credit Card required*
