BoostSync for Xero

Turn monday.com into your Xero automation software

Automatically create draft Xero invoices, bills, quotes, and purchase orders from configured monday.com document boards, then build Xero accounting automation workflows around those records using monday.com's built-in automations, views, sorting, and organization tools.

New rows can become Xero documents

On configured invoice, bill, quote, and purchase order boards, a new monday.com row can become a Xero document automatically with contact, line items, product/service relation all attached

Make Xero Data Actionable

Bring Xero documents into customizable monday.com boards where your team can sort, filter, group, and track work however they want. Keep important details like dates, amounts, statuses, and other Xero fields synced into live columns that power dashboards, automations, assignments, reminders, approvals, and reporting.

Writeback stays scoped

Automate updates to Xero without giving up control. Choose which changes made in monday.com should sync back to Xero, keep other board updates internal, and configure your workflows to match how your business actually operates.

Flexible automation without losing control

Create Xero automations and workflows that match the way your team works. BoostSync for Xero lets you automatically create draft invoices, bills, quotes, and purchase orders from monday.com, sync important Xero data into customizable boards, and choose which updates flow back to Xero. Use monday.com's built-in automations to handle notifications, assignments, approvals, follow-ups, and workflow changes while keeping Xero as your source of truth.

Xero automation features built for monday.com

BoostSync connects your Xero records with flexible monday.com workflows, giving your team powerful Xero automation features to create, organize, track, and automate Xero accounting processes.

Automatically create draft Xero invoices, bills, quotes, and purchase orders from monday.com items, or trigger actions manually when your team needs more control.

Bring important Xero details like due dates, amounts, contacts, organizations, and statuses into monday.com where teams can sort, filter, track, and automate work.

Turn synced Xero records into actionable workflows with monday.com views, reminders, assignments, notifications, and follow-ups instead of leaving data sitting in an accounting system.

Choose which updates sync back to Xero, allowing your team to automate processes without every board change creating unnecessary accounting updates.

Automate Xero workflows with flexible monday.com processes

Create Xero documents automatically from monday.com

Turn new monday.com items into draft Xero invoices, bills, quotes, and purchase orders without manually recreating records. Configure your boards around your workflow, and let BoostSync for Xero handle document creation while keeping your team focused on approvals, follow-ups, and next steps.

Customize how Xero data works inside monday.com

Bring the Xero information your team relies on into monday.com, including statuses, dates, amounts, contacts, organizations, document numbers, and other important details. Choose the fields that matter most to your workflow, then organize records with custom views, filters, groups, dashboards, and layouts that give your team a clearer way to manage accounting processes.

Build automated workflows around your Xero data

Once Xero data is available in monday.com, your team can use native monday.com automations to take action automatically. Send reminders when invoices approach due dates, notify owners when statuses change, assign follow-ups, route approvals, update workflows, and keep teams aligned without manually monitoring accounting records.

Bring existing Xero records into automated workflows

Sync existing Xero invoices, bills, quotes, and purchase orders into monday.com using the records and date ranges that fit your workflow. Whether you are importing recent documents, reviewing historical activity, or building a new process around existing accounting data, BoostSync turns Xero records into organized monday.com workflows where your team can filter, assign, track, and automate follow-up.

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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