Sync Xero contacts, invoices, bills, and quotes with monday.com, so delivery and finance teams can manage client work with up-to-date financial context. No double entry, no CSV exports.
Map Xero records into your current CRM, finance, or delivery boards so your team does not have to rebuild its workflow first.
See contacts, invoices, bills, quotes, purchase orders, products/services, and line items beside active client work.
Connect your Xero account, then use controlled create and update workflows from monday.com while Xero remains authoritative for accounting records.
Connect Xero as an admin, and authorize monday.com.
Choose template boards or your own monday.com boards, then confirm mappings, sources, and filters.
Run the initial sync, then keep configured monday.com boards and Xero records in sync automatically.
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.
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.
