Approval workflows automation for Xero

Enhance your Xero workflows and let your team create quotes, invoices, purchase orders and bills without direct Xero access or manual copying

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Among our customers
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Forget manual data entry with our OCR

Just drag&drop your bill into Approveit, and we’ll do the rest

Effortless Xero Approval Automation

Automated workflows for accounts payable

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Purchase orders

  • Card List CheckmarkAutomatically generate purchase orders upon approval
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Bills to pay

  • Card List CheckmarkCreate bills that get automatically synced with Xero and approve them right from your work messenger
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Suppliers

  • Card List CheckmarkApproveit will automatically pick up your suppliers list. New suppliers can be added right from Approveit, but only after they undergo all approval steps!

Manage accounts receivable with ease

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Quotes

  • Card List CheckmarkCreate quotes in Approveit to automatically send them to customers and copy them to Xero upon approval. Generate invoices based on quotes in one click
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Clients

  • Card List CheckmarkAdd your customers right in Approveit, or catch them from Xero. Approve new customers before authorizing collaboration
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Sales invoices

  • Card List CheckmarkApprove invoice data and automatically transfer it to Xero

Easy to set up, simple to use

Your team enjoys the simplicity of requesting purchases or payments right from the comfort of your corporate messenger, and your accounting team is sure that all the quotes, invoices, POs and bills appearing in Xero are fully approved

One click sync

All your items, customers and suppliers, tax rates and categories will be synced with Approveit automatically – no need to populate the account with your data manually!

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Request and approve transactions even without Xero access

Users who have no access to Xero still can use Xero workflows in Approveit, and no sensitive data from your Xero account will be exposed to unauthorized personnel

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Limit visibility of categories and tax rates to keep it simple

Select which categories and tax rates are visible to your team and which are hidden to make choosing the right parameters for your items simple

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Why bring Approveit into your Xero workflows?

Data security

Everyone who created invoices or purchase orders don’t need direct access to Xero anymore! Sensitive information will stay secured

Transparency

Downloadable reports will show you all the details you want to know about every transaction. Audits become easy and stressless

Speed

Your accountants no longer need to manually copy-paste data from an email to Xero. Everything happens automatically, leaving no space for human errors

We’d be happy to show you around our system personally!

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