Create Xero quotes and invoices from monday.com while Xero keeps the accounting record, payment status, and tax details. Sales can work the deal, attach billing context to the item, and follow up without broad Xero access.
Start a quote or invoice from the monday.com item for the deal, project, or service request.
Start with a template, or map Xero quote and invoice fields into the CRM, deal, project, or finance boards your team already uses.
Use your board as a monday.com invoice tracker: quote stage, invoice owner, amount, due date, files, and payment status stay visible for follow-up and billing.
When a quote is approved, create the Xero invoice from the quote in monday.com, keep payment status synced from Xero, and hand off AR follow-up without copying contact, amount, due date, or PDF details between tools.
Sales can create quotes and invoices from the monday.com items they already work from, whether that is a CRM, deal, project, or service board. Accounting keeps Xero as the source of truth, and the wider team only gets the quote, invoice, PDF, and other context they need.
Your customers already live in your monday.com CRM. Create a Xero invoice straight from a contact, and the details you already have carry over so no one re-types the same name, email, and billing info by hand. From there your team can run approvals and track accounts receivable right on the board, while the records stay in Xero.
Sync quotes and invoices from multiple Xero organizations into the configured monday.com quote and invoice boards, with each record retaining its source Xero organization for filtering and sync routing.
Choose the plan that fits your Xero workflows. Every plan is a flat monthly subscription with no per-action or data-volume charges.
Great for getting started
Billed monthly through monday.com
Default plan sufficient for most teams
Billed monthly through monday.com
Everything in Basic plus more integrated workflows
Billed monthly through monday.com
Everything in Pro with unlimited limits
Billed monthly through monday.com
All accounts get a 14-day free trial on the Pro Plan. You will not be automatically charged when the trial ends. Schedule a free 30-minute demo call now.
Xero keeps the accounting records, tax details, payment status, and customer balances. BoostSync for Xero lets your team create and manage quotes and invoices within monday.com, without giving everyone full Xero access.
Free standard ACH payments are now included in Xero business plans.*
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