Adam Backler


What Xero Add-Ons Should You Look At? A Guide to the Best Xero Integrations for Your Business

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Xero's App Marketplace streamlines your online finances.

Introduction: The Power of Xero and Add-Ons

Welcome to JacRox, a brand division of Jack Ross Chartered Accountants in Manchester. We are dedicated to offering expert Xero services to a wide variety of clients, from sole traders to large corporations. If you are in need of state-of-the-art cloud accounting software, use the contact form on the right and one of our JacRox team will be in touch to discuss next steps.

Welcome to the age of seamless accounting integration. If you are a small business owner using Xero for your accounting needs, you have made a wise choice. But are you maximising Xero’s capabilities? Xero’s extensive marketplace offers a plethora of add-ons designed to make your business more efficient. This guide explores some of the best Xero add-ons and how they can grow your business.

Why Integrate with Xero?

Integration with Xero allows you to extend the software’s functionalities. With the right Xero add-ons, you can automate various tasks, improve your cash flow forecasting, and even streamline your CRM processes.

Popular Xero Add-Ons: Automation, Integration, and Sync

Inventory Management: Unleashed

  • What It Does: Helps you take control of your inventory across multiple sales channels.
  • Why You Need It: Integrates seamlessly with Xero to update your financial information in real-time.

Cash Flow: Float

  • What It Does: Float is an award-winning cash flow forecasting add-on.
  • Why You Need It: It integrates with Xero to provide you with accurate cash flow forecasts, helping you get a clearer financial picture.

CRM: Insightly

  • What It Does: Manages customer details and integrates that can support your sales processes.
  • Why You Need It: Seamlessly integrates with Xero to sync customer and invoice data.

Bills and Invoices: Hubdoc

  • What It Does: Automates data entry for bills and invoices.
  • Why You Need It: Acquired by Xero in 2018, Hubdoc eliminates the need for manual data entry and automatically syncs with Xero.

Payments: GoCardless

  • What It Does: Automates direct debit payments in Xero.
  • Why You Need It: GoCardless integrates with Xero to make accepting payments effortless, helping you get paid on time.

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Dan Gazzard 25/02/2022

First class service for many years from a first class team. Highly recommended. Prompt, commercially aware, personable.

Been using Jack Ross for a number of years. Good clear advice and nice people to do business with.

Jack Ross is based in Manchester and provides tax planning and Xero accounts. They are a long-standing and well-regarded firm with an excellent reputation. They provide their clients with exceptional service and a wealth of advice. I have no hesitation in using their professional services.

aj shelton 22/12/2021

Jack Ross has been my accountants since I set up my business in 2016. From the outset I was helped with advice, support and encouragement. I cannot commend them highly enough. Always on hand to answer any question and responsive to any changes in the economy which might concern their clients. I don’t have to worry about the financial side of my business as all of that is taken care of and dealt with by Umar and the brilliant team. If you are looking for a top class accountancy firm which maintains the personal touch they are for you!

I would recommend this account, knowledgable and helpful

syra bano 16/11/2019

I can confidently recommend Jack Ross Accountants. They are continually improving their service, greatly benefiting our company as well as me personally. The team at Jack Ross have helped suggest and set up innovative accounting software, adding training and support. This alone has been a massive step towards having more control and understanding of our company finances.

J 13/08/2018

We have enjoyed a solid and constructive relationship with JackRoss and Can highly recommend them for accountancy services.

We have been working with Jack Ross for over two years and the service has been fantastic. They have a great and knowledgable team who have taken good care of us and our accounts.

Meeting to review annual accounts and discuss future plans. Very productive as they definitely talk my language - on reflection probably the best such meeting in recent years. Many thanks Umar and Jamie

Jack Ross has serviced my Personal Tax requirements for the last 5 years. During some complicated challenges their advice was excellent and the customer service second to none and left me with no doubt all was in hand.

Following a recommendation, I have used Jack Ross for all my accounting needs (including payroll) since the inception of my business over 12 years ago. The relationship has been completely hassle free and I greatly value their service, which goes well beyond preparation of accounts. Their tax planning advice has been really helpful and I have always felt that they have ‘got my back’. Can’t recommend them enough.

We have finally found the Accountancy firm that we have been looking for! We switched over to Jack Ross towards the end of last year and from the very first contact to the recent submission of our end of year accounts the service provided has been fantastic and has easily exceeded our expectations. Thank you!

oliver kirk 22/03/2018

Excellent service; very helpful people and work done much quicker than I expected.

Paul Clark 29/09/2017

I have used Jack Ross as my accountants for a number of years. Their service is professional and accurate. They deal with queries promptly and I can always get hold of the person I need to speak to. Their digital product has made a big difference to the efficiency of my business. I would not hesitate to recommend them.

Benjamin 22/02/2017

Jack Ross have been my family and business accountants and financial advisors for over 50 years. The delivery of services is second to none and i would recommend them to anyone. We have also built up great friendships over the years, above and beyond that of a normal business relationship which i value greatly.

Rob Cowan 22/02/2017

We have been looked after by jack Ross for a number of years. They have given us fantastic tax advise and helped our company grow from strength to strength. A & f

Fee Munshi 16/02/2017

Excellent advice and an understandable explanation of a very complex area of tax and corporate law which other (so called) advisors managed to totally confuse me. Thank you.

I have had a relationship with Jack Ross for several years and continue to be impressed by the proactive support and diligent advice received across the breadth of the firm. Excellent at signposting.

Holly Jones 14/02/2017

Jack Ross have acted for our law company for over 5 years and have been professional, prompt, and knowledgable in all aspects of our dealing with them.

Xero App Marketplace: Where to Find These Add-Ons

All the above add-ons are available on the Xero app marketplace. You will find a range of options, including Xero projects and Xero practice manager, among many others.

Business Management: What’s Next?

Whether you are just getting started with Xero or you are using it to run an established business, knowing which add-ons to integrate can be a game-changer. From automating data entry to enhancing your accounting experience, these Xero add-ons can save you time and make your business more efficient.

Summary: Enhance Your Xero Experience

From inventory management with Unleashed to cash flow forecasting with Float, Xero add-ons offer a suite of functionalities that can be tailored to any type of business. When chosen wisely, these add-ons not only integrate seamlessly with Xero but also offer valuable insights that can help grow your business.

Adam Backler
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Take advantage of harnessing the full potential of Xero for your business. Whether you're a start-up, a thriving SME, or a larger enterprise, our Xero-certified accountants are ready to guide you through every step. Please fill out the form below, and let's begin your financial transformation.

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Integrating add-ons with your Xero account is a straightforward process. Most add-ons available on the Xero app marketplace offer step-by-step guides to help you integrate seamlessly. Typically, you’ll need to:

  • Log into your Xero account.
  • Navigate to the Xero app marketplace.
  • Choose the add-on you wish to integrate.
  • Follow the instructions to link the add-on with your Xero account.

Yes, you can use multiple Xero add-ons at the same time. Xero is designed to work with a variety of integrations that can support different aspects of your business, from cash flow forecasting to inventory management. The key is to choose add-ons that complement each other and contribute to streamlining your business processes.

Security is a top priority for Xero and its associated add-ons. Most reputable add-ons will use encryption and other security measures to ensure that your data is safe. Before integrating any add-on, it’s advisable to read their security policy and, if possible, consult with your accountant or another financial advisor. Additionally, Xero itself employs multiple layers of security to protect your financial information.

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Speak to a Xero Expert Today!

Take advantage of harnessing the full potential of Xero for your business. Whether you're a start-up, a thriving SME, or a larger enterprise, our Xero-certified accountants are ready to guide you through every step. Please fill out the form below, and let's begin your financial transformation.

Request a Call Back Now to get access to Xero experts 

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