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integration

CRM For Xero

Financial collaboration made easier with Insightly & Xero

Your invoices and bills live in Xero. Your prospect and customer information lives in Insightly. Insightly Xero integration gives you a complete picture of your business from early prospect communication, through the sales process to invoicing and payments.

Connect accounting activities to customers

Your sales team can create Xero invoices directly from Insightly and add new customer contacts to Xero with one-click.  Never miss another payment deadline.

Cloud based, customer invoicing

Invoice customers wherever you are. Login from your PC, Mac or mobile.

Cashflow visibility

Automatically import and categorize bank statements in real time.

Experience the Insightly platform for yourself