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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Forget manual data entry with our OCR
Just drag&drop your bill into Approveit, and we’ll do the rest
Automated workflows for accounts payable
Purchase orders
Automatically generate purchase orders upon approval
Bills to pay
- Create bills that get automatically synced with Xero and approve them right from your work messenger
Suppliers
- Approveit 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
Quotes
- Create quotes in Approveit to automatically send them to customers and copy them to Xero upon approval. Generate invoices based on quotes in one click
Clients
- Add your customers right in Approveit, or catch them from Xero. Approve new customers before authorizing collaboration
Sales invoices
- Approve 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
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
