Sales and accounting live apart
Before after every closed deal a manager emails the details and the accountant retypes them into Xero.
After the invoice appears in Xero as soon as the deal is closed.
Accounting & ERPEUXero integration & automation
Your company keeps its books in Xero? We make sales, payments and bookkeeping talk to each other
Xero is cloud accounting that is most widespread in the UK, Australia and New Zealand. If your company is registered or trades there, or in the EU, and your books live in Xero, we connect it to your CRM, online store and payments. Invoices are created from deals on their own, customers stay the same in every system, and the accountant stops retyping what sales already entered. We are upfront: Xero has no Ukrainian tax edition, so this page is for businesses whose accounting is kept abroad.
What we connect
- A deal marked as won in your CRM turns into an invoice in Xero, with the customer and line items already filled in.
- Customers and companies stay the same in the CRM and in Xero: a new contact added in one place appears in the other.
- When an invoice is paid, the deal in the CRM gets the status on its own, so managers see who has paid without asking the accountant.
- Orders from your online store arrive in Xero as sales, instead of being copied from the store's admin panel.
- Customers can pay an invoice online by card or digital wallet through Stripe.
- Overdue invoices from Xero appear as tasks for the manager responsible for the customer.
Automation scenarios
Nobody knows who has paid
Before managers ask the accountant every week which customers have paid.
After the payment status from Xero is visible right in the deal card.
Online store orders pile up
Before at the end of the month someone exports orders from the store and loads them into Xero by hand.
After every order is recorded in Xero on its own when it is placed.
Two customer lists that never match
Before the CRM and Xero each have their own version of a customer's name and address.
After one customer card is kept in sync in both systems.
How it works technically
For those who want to check: each point links to the official documentation page it comes from.
Xero is cloud accounting that, according to the vendor, serves 5 million customers in 180+ countries and leads cloud accounting in New Zealand, Australia and the UK.
Source: www.xero.com ↗ checked 2026-09-25Xero's API works with all Xero plans, but not every feature is available on every plan: the Payroll API requires a Payroll plan.
Source: developer.xero.com ↗ checked 2026-09-25Access goes through OAuth 2.0 with a registered app; Xero has no simple API keys.
Source: developer.xero.com ↗ checked 2026-09-25Per connected organisation: up to 5 calls at once, 60 calls a minute and 5,000 calls a day.
Source: developer.xero.com ↗ checked 2026-09-25Bank accounts connect to Xero so transactions flow into the books automatically.
Source: www.xero.com ↗ checked 2026-09-25Xero notifies connected apps about some events itself; in 2026 it added notifications for credit notes, prepayments and overpayments.
Source: developer.xero.com ↗ checked 2026-09-25
Limits
Xero's regional editions and tax features target the UK, Australia, New Zealand and the US. We found no Ukrainian tax edition or Ukrainian reporting in Xero's materials, so we don't use it for accounting of a Ukrainian company — this page is for businesses whose books are kept in the UK or the EU. Access can be switched off after a long pause: an unused connection expires after 60 days and the owner has to confirm it again. Direct machine-to-machine connection without a user is offered only for organisations in Australia, New Zealand, the UK and the US. Only a Xero user with the Connected Apps permission can connect us. Xero limits how many organisations a newly registered app can connect, and its terms forbid bots that imitate a person in the interface — we work only through the official connection.
Screenshots
How to start
Three steps from a first message to work on your project.
- 01
Leave a request
Describe the task in the form — in text or by voice. Budget and timing are optional.
- 02
We review and estimate
A developer studies the brief, asks about anything unclear and sends an estimate.
- 03
We start
Once scope and price are agreed, the work begins.
or write to info@coreviaflow.space
Questions
Can a Ukrainian company keep its accounting in Xero?
We don't recommend it: we found no Ukrainian tax edition or Ukrainian reporting in Xero. Xero makes sense if you have a company in the UK or the EU; for Ukrainian accounting we connect Ukrainian systems such as BAS.
Which Xero plan do we need for the connection?
Xero allows connections on all its plans, but what is available depends on the plan: for example, the simplest plans have no invoicing and payroll needs a separate plan. We check your plan before we start.
Who on our side has to give access?
A Xero user with the Standard, Adviser or Administrator role and the Connected Apps permission — usually the owner or the accountant. It takes a couple of clicks in Xero, and access can be revoked at any time.
Will the connection slow down our work in Xero?
No. Xero sets how many requests an app may send per minute and per day, and we build the exchange to stay within those limits and fetch only what has changed.
Tell us what needs to be connected
Describe the task in text or a voice message. We look at your setup and reply with a plan.
What you can order
Four services people come to us for most often. Each page explains what we do, how the work goes and where to start.
CRM implementation
Choose the system, set up the pipeline, migrate data, train the team.
Learn more →CRM integration
Accounting, telephony, website, payments and messengers feed the CRM on their own.
Learn more →Telegram chatbots for business
Orders, requests and answers around the clock, straight into your CRM.
Learn more →n8n and Make automation
Flows between CRM, email, spreadsheets, payments and AI, on your own server.
Learn more →Pairs with Xero
↔Shopify ↔ Xero
Shopify orders become sales invoices in Xero with the same lines and tax, payouts match the bank feed, and refunds become credit notes
See scenarios →
↔Stripe ↔ Xero
Every Stripe payment closes the right Xero invoice, processing charges and refunds are booked, and payouts match the bank feed
See scenarios →Moving to another system
Related integrations
Payments & POSUSStripe
One checkout for 125+ local payment methods, plus automatic tax and subscription billing
See scenarios →
Payments & POSUSPayPal
Payments accepted worldwide, tied straight into the order that's waiting on them
See scenarios →
CRMUSHubSpot
US CRM with built-in calling and no-code automation, ready to plug into the tools you already run
See scenarios →
CRMEUPipedrive
The deal-focused CRM: connect it once, and deals, contacts and follow-ups keep themselves in sync
See scenarios →
CRMEUOdoo
Modular ERP and CRM that grows app by app — connect it to everything else your business runs without losing that flexibility
See scenarios →
Accounting & ERPUSQuickBooks Online
Your books are in QuickBooks Online? We connect sales, invoices and payments into one flow
See scenarios →Implementation · Development · Integrations →
Xero is a trademark of its owner. CoreviaFlow is not affiliated with it unless stated otherwise. Screenshots are taken from public vendor materials; the source is shown under each one.