About Xero
Xero is a cloud-based accounting platform that helps small businesses manage invoicing, bank reconciliation, bookkeeping, and financial reporting in real time. It streamlines financial operations and provides visibility into business cash flow.
When connected to Saysimple, Xero enables your team to send invoice notifications, payment reminders, and receipt confirmations directly through WhatsApp Business. This reduces payment delays, improves customer communication, and keeps your accounting workflow seamless—all within your shared team inbox.
Popular use cases
Invoice Notifications & Payment Reminders
Send invoice details and payment due dates to customers via WhatsApp as soon as invoices are created in Xero. Automated reminders can be triggered for overdue payments, reducing the time spent chasing payments and improving cash flow without manual follow-ups.
Payment Confirmation & Receipt Delivery
When a customer makes a payment in Xero, automatically send a WhatsApp confirmation with receipt details and transaction reference. This provides instant reassurance to customers and reduces support inquiries about payment status.
Financial Updates for B2B Clients
Send account statements, credit notes, or billing summaries to business customers via WhatsApp, enabling faster financial discussions. Your team can answer questions about invoices directly in the shared inbox while Xero data stays synchronized.
