

AUTOMATION
XERO TO IGNITION AUTOMATION
Purpose
The Xero to IgnitionApp integration provides zero-touch client and invoice creation, along with real-time reconciliation. Its purpose is to automate the entire accounts receivable (AR) process, from client and job creation to invoicing and payment reconciliation, eliminating all manual steps and ensuring financial data accuracy and timeliness.
Impact
On proposal acceptance, Ignition auto-creates or matches the client in Xero Practice Manager, spins up the job, and even marks invoices as paid, effectively eliminating all manual AR steps. Payments captured via Ignition flow instantly into Xero, reconciling invoices without any manual intervention. This dramatically speeds up cash flow, reduces errors, and frees up significant time previously spent on administrative and reconciliation tasks.
ROI: