Reporia & Chartedly
Financial Automation

Xero, connected to everything else you run on.

Xero implementation, automation and integration with the rest of your stack.

Team reviewing financial software on a screen

Overview

Placeholder overview: we implement Xero, automate the manual work around it — invoice capture, bank feeds, reconciliation — and connect it to your CRM, e-commerce and operational systems.

What's included

Key capabilities

Xero setup & chart-of-accounts configuration

Invoice & bank-feed automation

CRM / e-commerce integrations

Custom reporting on top of Xero

How it fits together

Integration architecture

Xero integration architecture: Sources → Sync → Xero → Reporting

  1. Sources

    Where transactions originate

    • Bank feeds
    • CRM
    • E-commerce
  2. Sync

    Automated, scheduled sync

  3. Xero

    Ledger of record

  4. Reporting

    Dashboards & statements

The impact

What this typically looks like

How we work

Our process

Our process: Discover → Design → Build → Support

  1. 1

    Discover

    Understand current systems, data and goals.

  2. 2

    Design

    Plan the target approach and architecture.

  3. 3

    Build

    Implement and integrate the solution.

  4. 4

    Support

    Validate, roll out and support adoption.

Tech stack

Tools & platforms

  • Xero
  • APIs
  • Power Automate

Proof

Related case studies

Small business owner reviewing accounts on a laptop
Retail & E-commerce

Multi-currency Xero automation for a fast-growing e-commerce brand

Selling in six currencies through three marketplaces meant daily manual entry and constant reconciliation errors between Xero and the sales channels.

90%

Reduction in manual transaction entry

Read case study

FAQ

Frequently asked questions

Placeholder question about this service?

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