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AUTOMATION
XERO TO KARBON AUTOMATION
Purpose
The Xero-to-Karbon integration seamlessly connects your client contact data, ensuring data consistency across both platforms. This automation eliminates manual data entry and streamlines your workflow by auto-syncing and matching contacts by name and billing email.
Impact
Firms report eliminating up to 80% of contact setup time thanks to automatic matching and bi-directional syncing of client records. It also cuts new-client onboarding time in half, reducing setup from 4 hours to just 2. With live financials integrated into Karbon workflows, firms see improved billing efficiency and a 10% boost in realization rates by billing “in-context.”
ROI:
2 hrs saved/client × 100 clients/year × $100/hr = $20,000/year
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