Boost Plugins
BoostSync for Xero

CRM for accountants using Xero and monday.com

Build contact boards that show the accounting work tied to each client: related invoices, bills, quotes, and purchase orders, matched by Xero contact, document number, reference, or Xero ID. Bridge the gap between project delivery and financial execution without toggling tabs.

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One ledger. Full workflow control

Handle exceptions, reviews, and approvals in monday.com while Xero remains your only accounting record. No duplicate data entry required.

Full transaction visibility inside your CRM

View contacts, quotes, bills, and purchase orders right next to your operational tasks. Surface payment states and sync errors immediately so your team can resolve them.

Control exactly what updates Xero

Restrict automatic board-to-Xero updates to selected mapped fields to protect your accounting data. You can turn board-to-Xero updates off at any time; manual syncs and supported item-view edits still work.

Where client conversations and financial workflows live in a single shared view

Xero secures the ledger, tax codes, and payment states. monday.com drives the action: who owns the follow-up, what needs review, and what happens next. Keep your accounting data and daily operations perfectly separate, yet totally connected.

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Show the invoices, bills, quotes, and purchase orders tied to each client without opening Xero for every status check.

Keep due dates, amounts, payment state, PDFs, and sync status beside the monday.com owner responsible for follow-up.

Use line-item subitems when the team needs document detail, while keeping the main board focused on status, owner, client, and amount.

Backfill selected Xero fields across a custom date range so older client, invoice, bill, quote, and purchase order history can be brought into the board deliberately.

Build the CRM around the Xero records your team acts on

Start from the client, then work from the Xero records attached

A contact board can show which Xero invoices, bills, quotes, and purchase orders are tied to a client. The firm can keep its own monday.com workflow columns, such as owner, next action, due date, review stage, and notes, beside synced accounting context like document number, status, amount, payment state, contact details, and Xero organization. AR follow-up, bill review, quote approvals, and purchase tracking can each use the fields that matter to that board instead of one fixed CRM template.

Keep document detail available without crowding the main board

Invoices, bills, quotes, and purchase orders can carry line items as subitems. Quantity, unit price, tax rate, discount, account code, tracking category, and product or service stay available when someone needs the detail, while the main row stays focused on client, status, amount, and follow-up.

Control what can update Xero

Board-to-Xero updates can be limited to selected mapped fields or turned off. System fields like Xero ID, sync status, and last synced stay protected, and boards that cover more than one Xero organization can carry organization ID and name so records stay tied to the right company. Manual syncs and supported item-view edits can still be used where appropriate.

Backfill history by date range

Advanced sync can bring selected Xero fields into monday.com over a custom date range, using live Xero data or stored Sync for Xero data. The firm can pull recent client, invoice, bill, quote, and purchase order history deliberately, include or skip line-item fields, and bring related contacts or products and services along for document boards when needed.

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Billed through monday.com

Pricing

$5/ seat

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.

  • One source of truth for everything
  • Supports multiple organizations
  • Custom mapping and filtering
  • Import and view PDFs
  • Create contacts and invoices
  • Bulk export and reconciliation

Calculate your cost

$25/ month

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.

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Platform roles

Xero keeps the accounting record. monday.com keeps the work moving.

The best CRM for accountants is not always another customer database. For firms already using Xero and monday.com, the practical setup is to keep Xero responsible for accounting records while monday.com carries review, follow-up, ownership, and exceptions around those records.

Xero

Accounting system

Xero is the accounting record

Use Xero for the data that should stay governed by accounting rules: contacts, documents, products and services, tax, accounts, and payment state.

  • Contacts, invoices, bills, quotes, purchase orders, and products/services stay tied to Xero.
  • Tax, account codes, payment state, document PDFs, and line detail remain accounting context.
BoostSync for Xero

BoostSync

The controlled connection

BoostSync for Xero bridges the gap.

  • Maps Xero fields to monday.com columns at the board level.
  • Keeps document line items available as subitems when detail matters.
  • Shows the Xero organization ID and name when boards cover more than one company.
  • Limits board-to-Xero updates to the mapped fields you choose.
monday.com

Workflow system

monday.com is the queue

Use monday.com for the work around those records: who owns the next step, what needs review, when follow-up is due, and which exception needs attention.

  • Shape boards around AR follow-up, bill review, quote approvals, purchase tracking, or client work.
  • Keep owners, due dates, stages, notes, and handoffs beside synced Xero context.
  • Surface sync status where the team is already managing the work.