BoostSync for Xero keeps Xero and monday.com in lockstep. We mirror financial documents, contacts, and configuration so boards, invoices, and reports always agree.
Mirror financial documents between Xero and monday.com in real-time.
Add a contact once in either platform and avoid duplicate data entry.
We handle syncing and maintaining the complex tax documents.
Keep contacts, invoices, bills, quotes, amounts, due dates, and status updates aligned between Xero and monday.com, so finance and operations can work from the same live record instead of chasing exports or stale snapshots.
Connect multiple Xero organizations and route each one into the right monday.com boards with custom mappings, so your team can keep its current CRM, deal, or finance boards instead of rebuilding workflows just to get accounting data in place.
Create contacts, invoices, bills, and quotes directly from monday.com, then manage status, owners, due dates, line items, and supporting files in the workflow your team already runs every day.
Bring historical accounting records into monday.com or push existing monday.com data into Xero when you need to reconcile what is already there, reduce duplicates, and start with financial context from day one.
Built for teams that need live Xero context inside monday.com without gluing together a fragile stack of exports and automations.
Connect multiple Xero organizations and sync them to single or shared boards.
We use intelligent mapping behind the scenes to ensure you can trust the data in your boards.
Quickly create invoices and contacts using real products and accounts synced from Xero.
Export and link your existing board data into Xero in bulk without duplicate data entry or manual exports.
Most teams start with spreadsheets, Zapier-style recipes, or ad‑hoc scripts. BoostSync for Xero is built specifically for keeping Xero and monday.com in lockstep for finance and operations.
The teams that get the most value.
Revenue, finance, and operations teams that live in monday.com but need Xero to remain the single source of truth.
Small teams manually keying data between tools a few times a week.
Builders wiring up one‑off automations between lots of different apps.
What keeps Xero and monday.com aligned.
Bidirectional sync for invoices, bills, contacts, and configuration with opinionated defaults and clear guardrails.
Copy‑and‑paste from Xero into monday.com, plus occasional CSV exports when something looks off.
Chains of Zaps or scenarios that poll APIs and hope nothing changes underneath.
How much ongoing care it needs.
Monitored and tuned with you. Alerts and runbooks so you can see when something drifts and why.
Someone on the team becomes the “spreadsheet person” reconciling numbers at the end of the week or month.
A growing list of fragile automations to test, debug, and update as schemas or auth flows change.
What happens when finance asks hard questions.
Clear trace from a monday item through to the Xero invoice, payment, and ledger entry that actually posted.
Reconcile by hand using exports from both systems and a lot of filter + VLOOKUP work.
Logs scattered across tools, with limited visibility into what actually made it into Xero.
Start from your existing Xero org and monday.com workspace. We guide your team through a short rollout so you can see real data flowing in days, not months.
Install the monday.com boards we ship for invoices, contacts, and reconciliation so you have a clean starting point.
Securely connect your Xero organisation and monday.com workspace so BoostSync for Xero can read and write the right records.
Run your first sync with a small set of data, confirm everything looks right, and then roll it out to the rest of the team.
BoostSync for Xero is designed to run quietly in the background. When something looks off or your workflow changes, you still talk directly to the team that builds and runs it.
Support
If a sync ever looks off, you get a direct line to the engineers who run BoostSync for Xero, not a tier 1 script. We help debug real invoices, contacts, and tax rules so finance and operations can trust every number.
We'll add it
Outgrowing your current mapping? If you need Xero Tracking Categories, custom statuses, or a new monday.com board wired in, we extend the sync to match how your team works.
Includes all features. Pricing is a flat fee based on seats in your monday.com account. You are not charged per automation or the amount of data in your Xero account.
Calculate your cost
Billed monthly through monday.com.
5 seats lands you in the 4-5 bucket.
Seats is the number of active users you have in your monday.com account. You can check how many active users you have in the Administration > Directory > Users view on monday.com.
All accounts get a 2 week free trial which includes everything in the app. You will not be automatically charged when the trial ends.
Answers to the most common questions teams ask when they’re wiring Xero and monday.com together with BoostSync for Xero.
Get supportUse Cases
CRM for Accountants: CRM for accountants that keeps Xero as the accounting record while monday.com manages follow-up around contacts, invoices, bills, quotes, POs, PDFs, line items, and sync status.
CRM for Xero: CRM for Xero on monday.com with live contacts, invoice visibility, and monday CRM invoicing workflows powered by BoostSync for Xero.
monday.com Integration with Xero: Connect monday.com with Xero to sync contacts, invoices, bills, and quotes, stop double-entry, and keep finance tied to delivery work. Get started.
Xero Automation Software: Xero Automation Software for monday.com that can auto-create draft Xero invoices, bills, quotes, and purchase orders from configured boards.
Export Xero Data: Export Xero Data into monday.com by syncing contacts, invoices, bills, quotes, purchase orders, products/services, and supported Xero attachments/document PDFs into mapped boards.
Xero Project Management: Bring Xero project management into monday.com by importing Xero Projects with project ID, status, deadlines, estimates, invoiced totals, minutes logged, and sync status.
Quotes and Invoices in monday.com: A monday.com invoicing app for creating, linking, and tracking Xero quotes and invoices. Use it as a monday.com invoice tracker with templates or map quote status, invoice due dates, PDFs, totals, and payment fields into the boards you already run.
Setup help
We can help with field mapping, workspace structure, and rollout so your team goes live fast without debugging edge cases alone.
