Xero add-on for Synergy

Xero add-on for Synergy

The Xero add-on for Synergy is a two-way financial data exchange between Synergy and Xero for architects and engineers.

Sync your financial data with the Xero add-on for Synergy and avoid double entry.

  • Invoices, payments, credit notes
  • Staff cash, travel expenses
  • Bills and bill payments
  • Invoice and supplier contacts
  • Inventory items
  • Customize account code and data mapping

The Xero add-on for Synergy removes the need for double entry of financial and accounting information

Xero is easy to use online accounting software that’s designed specifically for small businesses. Xero for architects and engineers is a match made in the cloud for AEC businesses!

The Xero add-on for Synergy allows seamless synchronization of financial data to and from Xero. This means accountants and bookkeepers are happy, and project managers and business owners know where they stand on their projects’ financial progress and profitability.

Xero add-on for Synergy visual

Key benefits of connecting Synergy to Xero for architects and engineers

  • Import contacts from Xero to Synergy with a couple of clicks
  • Single entry — create invoices and enter purchase orders in Synergy without having to re-enter the data into Xero. The data is sent to Xero at the click of a button
  • Import payments — when payments are received, enter them in Xero and transfer that information to Synergy
  • More than invoices — sync credit notes, inventory items, staff expenses, bills and bill payments
  • Field matching — map invoice fields in Synergy to Xero general ledger for easy entry of data in either system
  • Cloud control — Xero and Synergy are pure cloud applications. This means you can access both systems anywhere, anytime, with an internet enabled device
  • Edit function — inline editor after previewing data without having to exit the process
  • Clear accountability — audit trail of entries shows what has been synchronized, when and by who
  • Xero tracking categories — map Synergy details (like project, project manager, stage, or contact details) to Xero tracking categories and view the tracking category details in the Synergy sync preview window
  • Connect Xero to your architecture practice, engineering business or design consultancy with real business and project management software designed for your profession

About Xero for architects and engineers

Xero is world-leading online accounting software built for small business — it’s ideal for architects and engineers.

  • Get a real-time view of your cashflow. Log in anytime, anywhere on your Mac, PC, tablet of phone to get a real-time view of your cash flow. It’s small business accounting software that’s simple, smart and occasionally magical.
  • Run your business on the go. Use our mobile app to reconcile, send invoices, or create expense claims — from anywhere.
  • Get paid faster with online invoicing. Send online invoices to your customers and get updated when they’re opened.
  • Reconcile in seconds. Xero imports and categorises your latest bank transactions. Just click ok to reconcile.

Find out more on the Xero website or sign up to try Xero free for 30 days.

Xero add-on for Synergy connected app logo

Xero for architects

Xero for architects is a fantastic cloud accounting software solution. If you want to run your architecture practice in the cloud, Xero for architects, coupled with Synergy, untethers you from your desk and office with full mobile functionality. Synergy and Xero for architects is perfect cloud accounting for simplifying your financial information management and making profitability transparent and live. Check out Xero for architects and move your business to the cloud.

Xero for engineers

Xero for engineers is a fantastic cloud accounting software solution. If you want to run your engineering business in the cloud, Xero for engineers, coupled with Synergy, untethers you from your desk and office with full mobile functionality. Synergy and Xero for engineers is perfect cloud accounting for simplifying your financial information management, and making profitability transparent and live. Check out Xero for engineers and move your business to the cloud.

"When we do invoices, we can shoot them straight across to Xero, our bookkeeper will process payments in Xero, and then we import them back into Synergy — it's a great feature."

Daniel Calder | Director, Bespoke Architects

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