Nobody wants to be manually transferring data or inputting the same figures into two different systems, unless it’s absolutely necessary. Not only is it time-consuming, repetitive, and boring, it’s also risky and prone to human error. BrightManager’s integration with Xero gives users a two-way integration that simplifies making invoices and cuts down on unbillable time – here are some of the stand-out features. 

“If you’re already putting the client in AccountancyManager*, you don’t want to be adding it again in Xero. And that’s the beauty of it.” 
– Charlotte, Future Cloud Accounting 

Synced contact lists 

Any updates made to contacts or clients in one software will automatically reflect in the other. This means no more worrying about manually transferring data between software. 

Recurring invoices 

This integration goes beyond just client lists. You can set up your recurring invoices as usual in Xero and they’ll be sent from AccountancyManager. Any invoices raised in BrightManager will automatically create a draft invoice in Xero, and vice versa. Once an invoice is marked as paid in either software, it will be updated in both places, so you’re up to date in both systems, no matter where you’re working from. 

“One of the things that we’ve found really useful is getting consistent data between AccountancyManager* and Xero” 
– Alistair Hayward-Wright, Hayward Wright Accountancy Group 

No more double entry 

When you have to input the same figures into multiple systems, you can physically feel your valuable time being wasted away. With the integration, you no longer need to re-enter data in both software. No more time is wasted on your laptop inputting figures over and over again. They just sync over effortlessly from one system to the other, meaning less time spent on admin, and more time spent on growing your firm.  

Invoice with style 

Finally, we’ve made sure that using Xero’s invoicing style within BrightManager is a walk in the park. You can use Xero’s invoicing style to create and send invoices in BrightManager, so your clients get a consistent experience, no matter which software you’re using. 

Integrating Xero and BrightManager makes your team’s workflow smoother and more straightforward, cuts down on unbillable hours, and helps your firm become that bit more efficient. 

Aside from our integration with Xero, there are more ways BrightManager can help with your invoicing too. 

• Track the time spent on billable tasks for each client with our time tracking tool and invoices can be created for you as you work. 
• Chasing a client to pay an invoice? Leave it to us. The system can chase clients in the background for specific records, signatures, payments, you name it. Just give us the dates and details, and your clients will get nudged until they send over what you need. 
• Store all of your invoices in BrightManager too. Our portal acts as an all-in-one filing system for you, and a one-stop-shop for your clients. You can keep all the documents you and your clients share, including invoices, emails, text and calls you’ve sent. 

Interested in learning more about BrightManager? Book a quick demo below to see our multi-award-winning practice management software in action.