Xero + Agility

At Agility, we empower businesses to streamline their financial processes by building smart and reliable integrations with** Xero**, the leading cloud-based accounting platform. While we do not set up Xero itself, we make sure it connects seamlessly with the other tools your business depends on. By removing double handling and automating data flow, we help you save time, reduce errors and gain a clearer financial picture.

Integration With Other Platforms

Accounting software cannot sit in isolation. To be truly effective, it needs to work in harmony with your wider systems. Agility specialises in integrating Xero with the platforms you already use, such as CRM systems, Airtable, project management tools, payment gateways and e-commerce platforms. These integrations allow sales, operational and financial data to move smoothly between systems, so your team always has accurate, up-to-date information without the burden of manual entry.

Smarter Workflows and Automation

By connecting Xero to automation platforms like Zapier, Make or n8n, Agility can take repetitive financial processes off your team’s plate. This could mean automatically creating invoices when a sale is made, syncing expenses with your project management system, or generating financial reports that draw on multiple data sources. These workflows not only save time but also reduce the risk of mistakes that come with manual data transfers.

Improved Accuracy and Reporting

With integrations in place, data flows directly into Xero from your operational systems. This ensures your financial records remain accurate and current, which is essential for compliance, forecasting and decision-making. Agility also helps you surface this data in dashboards or reporting tools, so you can see the financial impact of your operations in real time.

Ongoing Support

As your business evolves, so do your financial processes. Agility provides ongoing support to refine and extend your Xero integrations, ensuring they continue to match your needs as you scale. Whether you are adding new platforms, expanding into e-commerce, or changing the way you invoice, we ensure Xero remains tightly connected to the rest of your business ecosystem.