Xero is a cloud-based accounting software platform for small businesses. Through Xero, small business owners and their advisors have access to real-time financial data any time, anywhere, and on any device. Xero offers an ecosystem of over 800 third-party apps and 200 plus connections to banks and other financial partners.

Activating Xero

Step 1: To activate invoice forwarding to Xero, go to Settings > Invoices > General and click Edit in the top right corner.

Step 2: Scroll down to the Permissions section and check the box Enable invoice forwarding.

Step 3: Now enter the email address that is connected to your Xero account and choose the status required for the automatic invoice forwarding.

Step 4: Your invoices will be automatically forwarded from Lano to Xero allowing you to automate tasks like reporting, invoicing, and taxation.

Step 5: You can also connect Xero to your bank account, so transactions can flow automatically into Xero each day. This will allow you to track your total cashflow.

Learn more about Xero.

Please note: This integration can be personalized based on your company’s needs. For more information on the Xero integration and its setup, please feel free to contact us via support@lano.io.

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