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Accounting integrations

Xero Integration for Your Business Systems Stop typing the same data twice.

A Xero integration moves data between Xero and the systems you already use, like completed jobs becoming draft invoices or receipts becoming bills. An off-the-shelf connector such as Zapier or a Xero App Store app is often enough. When it isn't, we build custom Xero and MYOB integrations, from $3,500 + GST.

  • Honest advice on off-the-shelf first
  • Xero and MYOB APIs
  • Fixed price, you own it
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Ask about an integration

Tell me what needs to get into or out of your accounting file. I'll tell you if a connector will do it before quoting a build.

Fixed priceYou own itNo lock-in
Perth basedBy Tristan, no outsourcing
Built by the person you talk toNo outsourcing, no offshore team
Fixed price in writingBefore any work starts
You own what we buildNo licence fees to us

What is a Xero integration?

A Xero integration is a connection that moves data between Xero and another system automatically, so nobody has to copy it across by hand. Data can go into Xero, like invoices and contacts, or come out of it, like payment status and figures for a report.

Typical examples:

  • A job marked complete in your job system becomes a draft invoice in Xero.
  • A new customer in your CRM becomes a contact in Xero, with no duplicate typing.
  • Supplier receipts photographed on site become bills against the right job.
  • Overdue invoices and job figures are pulled out of Xero into a weekly dashboard.

We build Xero and MYOB integrations as part of custom software and business automation builds, using each company's official API. One thing to be upfront about: our own CRM, Omega CS, does not sync to accounting software.

Do you need a custom Xero integration or an off-the-shelf connector?

Try off-the-shelf first. If a Xero App Store app or a Zapier or Make workflow already moves the data you need, use it. A custom Xero integration is worth it when the connection has rules of its own, joins several systems, or the workaround is costing hours every week.

OptionHow it worksBest forWatch for
Xero App Store appA ready-made product that connects to Xero, paid monthlyCommon jobs like payments, inventory or job costingYou get the vendor's version of the process, not yours
Zapier or MakeNo-code workflows: when X happens, do Y in XeroSimple one-to-one steps, like a new form entry creating a contactCosts grow with volume, and complex rules get fragile
Custom integrationCode written for your systems, using the Xero or MYOB APIYour own rules, several systems, or reporting nobody sellsHigher upfront cost, so only worth it when the others fall short

As of November 2026, Zapier's Xero app covers triggers like new invoices, contacts, payments and bank transactions, and actions like creating invoices, bills, contacts and quotes. That handles a lot. If you'd like a straight answer on which one fits, ask before paying anyone for a build.

What jobs can a Xero integration handle?

Most of the value sits in three jobs: turning work into invoices, getting costs in without retyping, and getting figures out for reporting.

  • Jobs and sales to invoices: completed jobs, signed quotes or orders become draft invoices with the right contact, items and tracking categories.
  • Receipts and bills: supplier costs come in against the right job or account, ready for someone to approve.
  • Contacts: one customer record shared between your CRM and Xero instead of two lists drifting apart.
  • Payment status back to your system: your job or CRM screen shows what's been paid, so nobody chases a bill that's already settled.
  • Reporting: figures from Xero joined with data from your other systems, like job profit, overdue invoices by customer or spend by supplier.

We usually create invoices and bills as drafts, so a person approves them in Xero before anything goes to a customer. Automation should save the typing, not the checking.

How much does a Xero integration cost?

A custom Xero integration is priced like any custom software build. A focused integration that does one job starts from $3,500 + GST. Larger builds that connect several systems with dashboards go up to $25,000 + GST, and most small business projects land between $8,000 and $15,000 + GST.

CostAmountNotes
Focused custom integrationFrom $3,500 + GSTOne job done well, like jobs to draft invoices
Integration within a larger system$8,000 to $15,000 + GST for most projectsPart of a portal, CRM or reporting build
Managed hosting (optional)$50 to $150 a month + GSTKeeps the sync running and monitored
Xero developer feesNo charge on Xero's Starter tier, up to 5 connectionsPaid tiers start at about $35 a month AUD ex tax for up to 50 connections, as of November 2026

Xero moved app developers to tiered pricing on 2 March 2026. For a business connecting its own Xero file, the free Starter tier is usually enough, but it's worth confirming with Xero for your setup. Every price from us is fixed in writing after a free scoping call, and you own what we build.

Focused tool
From $3,500
fixed price · ex GST

One job done well, like a quote builder, portal or calculator.

  • Scoped in writing first
  • Built around how you work
  • You own what we build
  • Live in 2 to 8 weeks
Get a fixed quote
Most popular
Business system
$8,000 to $15,000
fixed price · ex GST

Where most small business projects land.

  • Several parts working together
  • Logins, roles and dashboards
  • Connected to your other tools
  • Fixed price after scoping
Get a fixed quote
Full platform
Up to $25,000
fixed price · ex GST

Multi-module systems with integrations.

  • Several teams or sites
  • Integrations and reporting
  • AI built in where it helps
  • Staged payments available
Get a fixed quote
Hosting and support
$50 to $150
a month hosting · ex GST

Optional, managed for you.

  • Hosting and backups managed
  • Fixes and small changes
  • Retainers from $600 a month
  • Cancel any time
Get a fixed quote

Prices exclude GST. Every project is fixed price after a free scoping call, and you own what we build.

Can you build a MYOB integration too?

Yes. A MYOB integration works the same way, through MYOB's own API. As of November 2026, the MYOB Business API covers MYOB Business and AccountRight company files, uses a secure sign-in, and access has to be approved by an administrator of the company file.

The jobs are the same: sales and jobs into invoices, contacts kept in sync, and figures out for reporting. The details differ, so the scoping call covers which MYOB product you're on and what your file allows.

What should you know before building on the Xero API?

Xero sets limits on how fast and how much an integration can call its API, and terms on how the data can be used. A good build is designed around both from day one.

  • Rate limits: as of November 2026, Xero allows each connected organisation 60 API calls a minute and 5,000 a day, with up to 5 at once. A sync that handles thousands of records needs batching and a schedule, not a call per click.
  • Retries and logs: calls sometimes fail. We log every sync and retry safely, so a failed run doesn't create duplicate invoices.
  • AI and your data: Xero's developer terms prohibit using data from its APIs to train AI models. We can still use AI to read a receipt or draft a summary, but your Xero data isn't used to train anything.
  • Access: the integration only gets the permissions you approve in Xero, and you can disconnect it from your Xero settings.

How we build an accounting integration

  1. Free scoping call. What needs to move, in which direction, how often, and who checks it. I'll tell you if Zapier, Make or an app already does it.
  2. Fixed price in writing. The data flows, the rules and the price, listed plainly. Nothing starts until you agree.
  3. Build against a test file. We build and test against a Xero demo company or a copy of your file before it touches your live books.
  4. Go live and monitor. Your bookkeeper or accountant sees it working first. Hosting and monitoring are optional, with no lock-in contracts.

If the integration is part of a bigger system, such as a custom CRM, it's scoped and quoted together so you get one fixed price.

Our work

Real businesses,
real builds.

Sites, systems and CRMs designed and built by Source Digital in Perth. Swipe or use the arrows.

Calabreeze website built by Source Digital
Trades, Perth
Custom site + Omega CS

Calabreeze: from no website to leads answered at 2am

Aircon, refrigeration, electrical and security under one roof. Built from live search data with an AI SMS assistant behind every form.

66
real job photos, no stock
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Nailed It Creations website built by Source Digital
Builder, Brisbane
Custom site + Omega CS

Nailed It Creations: a builder site built around how he sells

Rebuilt around a paid preconstruction process, with one call to action site-wide and his own CRM behind the form.

87
questions in FAQ schema
Read the case study
Perth Ceiling Contracting website built by Source Digital
Trades, Perth
Custom site + local SEO

Perth Ceiling Contracting: 12 pages, each mapped to a search

A new name and no search presence. Every page built for a real Perth search, with prices published and every enquiry tracked.

79
questions in FAQ schema
Read the case study
Koorta Boodjar website built by Source Digital
Labour hire, WA
Custom site + brand build

Koorta Boodjar: a site built around its own artwork

An Aboriginal-owned workforce business. Their Bidi artwork runs through every page, straight from their own brand guidelines.

12
pages built from their brand guidelines
Read the case study
Mago Rods website built by Source Digital
Maker, Perth
Hand-coded HTML

Mago Rods: off a Wix template, onto a hand-built site

A custom fishing rod builder whose old template looked like everyone else. Now the craftsmanship leads.

100
Lighthouse performance score
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Malaya Swimwear website built by Source Digital
Ecommerce, Perth
Shopify

Malaya Swimwear: a Shopify rebuild ready for launch day

A bespoke theme and editorial product pages, live in time for a summer launch and paid traffic.

3 wks
from brief to live store
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Safari Seekers website built by Source Digital
Ecommerce, Perth
Custom store + Stripe

Safari Seekers: a store built for researched buys

Rooftop tents are a considered purchase, so every product page does real storytelling and still sells.

0.9s
average page load
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Vlosity Motorsport website built by Source Digital
Retail + services, Perth
Shopify migration

Vlosity Motorsport: two sites merged into one Shopify store

A Wix services site and a separate store, now one Shopify site that sells products and books detailing jobs.

28
products migrated
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Cup Filling Care website built by Source Digital
Hospitality, Perth
Custom HTML + Shopify

Cup Filling Care: a coffee window, online

A warm, hand-coded site with a Shopify Buy Button, so regulars can grab beans and merch between visits.

94
Lighthouse performance score
Read the case study
Equipment Group website built by Source Digital
Mining parts, Perth
Custom catalogue + RFQ

Equipment Group: a parts catalogue Google can read

Thirteen PDF catalogues turned into searchable pages so buyers find the exact part and request a quote.

35,268
pages generated
Read the case study
How it works

From first call to
software that fits.

A free scoping call

You walk me through the job the software has to do, and what it connects to.

A fixed price in writing

Scope, timeline and price agreed before any code is written.

Built and tested

Built in stages you can click through, tested on your real data.

Live and supported

Launched, handed over, and supported while your team settles in.

FAQ

Common questions

No. Omega CS, Source Digital's own CRM, handles lead follow up, quoting, scheduling and job tracking, but it does not sync to accounting software or do invoicing and payments. If accounting sync is your main need, job management tools like ServiceM8 and Tradify are more mature for invoicing, payments and accounting integrations.

Yes. As of November 2026, Zapier's Xero app can start workflows from new invoices, contacts, payments and bank transactions, and can create invoices, bills, contacts and quotes in Xero. It suits simple one-to-one steps. Once you need your own rules, several systems or high volumes, a custom integration is usually more reliable.

A focused custom Xero integration from Source Digital starts from $3,500 + GST, fixed price after a free scoping call. Integrations that sit inside a larger system, such as a portal or CRM with dashboards, usually land between $8,000 and $15,000 + GST. Optional managed hosting runs $50 to $150 a month + GST.

Xero moved to tiered developer pricing on 2 March 2026. As of November 2026, the Starter tier has no charge for up to 5 connections, Core is about $35 a month AUD ex tax for up to 50 connections, and higher tiers cost more. A business connecting only its own Xero file usually fits Starter, but confirm with Xero.

Yes. Through the Xero API, a completed job, order or signed quote can create an invoice with the right contact, line items and tracking. We usually create them as drafts so someone approves them in Xero before they're sent. That keeps the time saving while making sure a wrong price never reaches a customer.

Most custom software builds take 2 to 8 weeks, and a focused Xero integration sits at the short end of that. Builds that join several systems, or include dashboards, take longer. Testing against a demo company or a copy of your file before going live is part of the timeline, not an extra.

The integration connects through Xero's or MYOB's own secure sign-in, gets only the access you approve, and can be disconnected from your accounting settings. Xero's developer terms also prohibit using API data to train AI models. We log every sync so you can see exactly what was sent, when, and what came back.

Yes. Reading data out for reports is one of the most useful integrations. Figures like overdue invoices, job profit or spend by supplier can be pulled on a schedule and joined with data from your CRM or job system. Scheduled syncs also keep the integration inside Xero's limits of 60 calls a minute per organisation.

Tristan Sunde, founder of Source Digital
Written by Tristan Sunde
Founder and lead developer, Source Digital, Perth WA

Tristan builds websites, runs SEO and ads, and built Omega CS, the CRM behind them, for businesses across Australia, from Perth trades and builders to ecommerce brands. Every page on this site is written from work he has built and launched. More about Tristan.

Software built around
how you work.

Fixed price, no lock-in, built in Perth by the person you talk to. Tell me what the job is and I'll tell you what it should cost.