Xero to Hero: When a Smart Integration Saves You Hours

We recently sat down (virtually of course) with our friends over at Xero to re-affirm the relationship between us more specifically, with Bright’s practice management software, BrightManager. We all wanted to ensure the BrightManager/Xero integration was still very much loved, and making the working life of accountants as easy as possible.

Great news it absolutely is.

Wait… Bright’s practice management software integrates with Xero?

Our Xero integration was one of the most requested features in the early days of BrightManager. When we delivered a two-way sync for contacts/clients and invoices, you could practically hear accountants singing from the rooftops. Here’s a whistle-stop tour of all the benefits…

Recurring invoices

It’s simple: set up your recurring invoices as usual in Xero and they’ll be sent from BrightManager.

Say goodbye to duplicate data entry

When you’re forced to enter the exact same information in two different systems you can physically feel your time being wasted and this is where the BrightManager/Xero integration can have the biggest impact on your day.

Create your invoices just once in BrightManager click a button and they’ll appear in Xero. Just had an invoice paid? Fantastic. Mark it as paid in BrightManager and see it reflected in Xero.

It’s exactly the same for your client details. When your clients make changes to their personal or business details in Xero, the two-way sync will update BrightManager. Likewise, if you change something in BrightManager, Xero will change too.

But I create my invoices in Xero?

No problem. You can also send them over to BrightManager with ease. But top tip: If you create invoices in BrightManager, you can really level-up the integration…

Generate invoices as you work and monitor client profitability

Track the time you spend on any billable tasks for each client with the timer. As you work, BrightManager will build invoices in the background that are ready to go whenever you are whether that’s immediately or at a pre-determined frequency. As well as saving you time, it’s a great way to understand how profitable each client is and to spot new opportunities.

Stop chasing unpaid invoices

Chasing your clients is hard work, and we’re all about the easy life. Luckily, BrightManager is great at getting what you need from your clients, whether that’s details, signatures, accounts, or a paid invoice. Just set the content and frequency and BrightManager will continue to send gentle nudges (or quite insistent requests it’s your call) until you have what you need.

Enjoy a one-stop-shop

The client timeline in BrightManager houses all the documents you and your clients share, including the invoices you’ve sent. It also records every email, text and phone call. Think of it as a one-stop-shop for each of your clients.

New to BrightManager or Xero?

Whether you’re a Xero user interested in BrightManager, or the other way around, our two-way sync makes it quick and easy to populate the systems with your client contact information.

Find out more

Discover all the ways Bright’s practice management software can streamline your admin and save you time at an upcoming free demo.

Did you know?

Bright’s payroll software and tax solution also integrate with Xero.

This content may have been developed with the assistance of AI tools. Content is reviewed by a member of the Bright team before publication. Guidance on legislation can be obtained from your industry body.