UNOBITS
Finance

Keep Xero. Stop retyping what it knows.

For businesses whose books live in Xero.

  • On the roadmap
  • Workaround available today

PlannedA native Xero connection is not available yet. Finance keeps its own double-entry books today, and Zapier or Make can move records to Xero.

01What it does here

What Xero is worth once it is inside.

UNOBITS Finance handles invoicing, bills, expenses and the ledger itself. A Xero connection is intended for accountants who keep the official books in Xero.

Planned: invoices and payments mirrored into Xero.

Planned: contact sync between the CRM and Xero.

Available now: full reports inside Finance.

02Connecting it

About as involved as signing in.

No middleware, no connector subscription, no developer. You authorise it once and it stays connected.

  1. 1

    Today: connect Zapier or Make in System & Engine › Integrations.

  2. 2

    Send Finance events to your Zap or scenario with an automation Flow.

  3. 3

    Import bank statements by CSV in Finance › Money.

  4. 4

    We will announce the native connector in the changelog.

03What you can automate

Things that then happen without you.

Write these in plain language in Automations — no flowchart required — or build the complicated ones properly when you need to.

Automation

Available now: invoice paid → Zapier or Make updates Xero

Automation

Planned: customer updated in the CRM → Xero contact updated

Automation

Planned: payment cleared in Xero → invoice marked paid in UNOBITS

Specialist tools are fine. Islands are not.

Keep Xero for what it is genuinely good at, and let it feed the same system your inbox, clients, jobs and invoices already live in.