Integrating Xero and BrightManager

Integrating Xero with BrightManager means you never have to manually transfer data or input the same figures into two different systems. We have an integration to help avoid time-consuming, repetitive, and boring tasks which bring risks and are 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 BrightManager, 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 BrightManager. 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 BrightManager 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 integrating Xero gives you the best client experience. 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.

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