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AUTOMATION

IGNITION TO XERO AUTOMATION

Purpose

The Ignition to Xero integration streamlines and automates your entire billing workflow, from engagement letters and credit control to invoicing and job creation in Xero Practice Manager. This robust two-way sync of client and invoice data eliminates manual reconciliation, ensures data consistency, and automates critical financial processes, making it a single source of truth for client records and billing.

Impact

Firms can automate a significant portion of their annual turnover (e.g., Tyrrell & Company automated nearly half of their billing workflows), leading to substantial salary cost savings (e.g., £50K+ each year). The auto-creation of Xero Practice Manager jobs shaves up to 1 hour off each engagement's kickoff, accelerating time to revenue. Furthermore, the two-way client and invoice sync removes hours of monthly reconciliation, ensuring that billable service lines from proposals are accurately translated into Xero invoices, marked as paid, and consolidated seamlessly.

ROI:

1 hour saved/engagement × 100 engagements/year × $100/hr = $10,000/year

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