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SharePortals Integrations
Xero Accounting Software
With the Xero integration, SharePortals connects financial records with your client and case management. This means invoices, payments, and account details are easier to access and track alongside your client information - saving time and reducing errors.
Xero accounting software and its tools for SMEs.
Improve accuracy and compliance with real-time syncing.
Accuracy
Reduce manual entry and data duplication.
Efficiency
Gain a full view of financial and client data in one place.
Clarity
Link invoices and transactions directly to client records.
Connectivity
How it Works
Connect your Xero account to SharePortals.
Financial data automatically links with client and project records.
Access invoices, payments, and balances without leaving Microsoft 365.
Your financial data stays secure within Xero and Microsoft 365. SharePortals connects them without storing or duplicating sensitive information.
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