Xero consultants
We can help you automate your business with Xero and hundreds of other systems to improve efficiency and productivity. Get in touch if you’d like to discuss implementing Xero.
About Xero
Xero is a cloud accounting platform widely used across Australia and New Zealand for invoicing, bank reconciliation, payroll, expense tracking, and financial reporting. It has become the default accounting tool for small and mid-sized Australian businesses, with most accountants and bookkeepers supporting it directly.
While Xero handles core accounting well, most organisations use it in isolation. Invoices are created manually, bank transactions are reconciled one by one, and financial data is exported to spreadsheets for reporting. This manual handling creates bottlenecks, delays financial visibility, and introduces errors that are difficult to trace back through the system.
Our business automation team at Osher connects Xero to the rest of your business operations. We build workflows that automatically generate invoices when projects are completed or orders are fulfilled, reconcile bank transactions against expected payments, sync customer and supplier data between Xero and your CRM, and push real-time financial metrics into dashboards your leadership team actually checks.
For organisations running e-commerce, we connect Xero to platforms like Shopify so every online sale is automatically recorded with the correct revenue account, GST treatment, and customer details. No manual data entry, no end-of-month scramble to match transactions.
Xero FAQs
Frequently Asked Questions
Common questions about how Xero consultants can help with integration and implementation
What Xero tasks can be automated?
Can you automate invoice creation from our project management tool?
How does automated bank reconciliation work?
Can Xero be connected to Shopify or WooCommerce?
How do you handle GST and BAS reporting?
Can financial data from Xero feed into a dashboard?
How it works
We work hand-in-hand with you to implement Xero
As Xero consultants we work with you hand in hand build more efficient and effective operations. Here’s how we will work with you to automate your business and integrate Xero with integrate and automate 800+ tools.
Step 1
Review Your Current Accounting Workflows
We map how financial data currently flows through your organisation: where invoices originate, how bank transactions are reconciled, which reports are generated manually, and where data is duplicated across systems.
Step 2
Connect Xero to Your Business Systems
We establish secure API connections between Xero and your CRM, e-commerce platform, project management tools, and any other systems that generate or consume financial data.
Step 3
Build Automated Invoice Workflows
Invoice generation rules are configured so invoices are created automatically when triggered by project completions, order fulfilments, or recurring billing schedules.
Step 4
Configure Bank Reconciliation Rules
Matching rules are set up to automatically reconcile bank transactions against invoices, known expenses, and recurring payments. The rules are tested against historical transactions to verify accuracy.
Step 5
Set Up Financial Dashboards and Alerts
Real-time dashboards display key financial metrics pulled directly from Xero. Alerts notify your team when invoices are overdue, cash flow drops below thresholds, or unusual transactions are detected.
Step 6
Validate, Optimise, and Train Your Team
We verify all automated transactions against manual checks, refine matching rules and categorisation logic, and train your finance team on the new workflows and exception handling procedures.
Transform your business with Xero
Unlock hidden efficiencies, reduce errors, and position your business for scalable growth. Contact us to arrange a no-obligation Xero consultation.