AdviserAlly + Xero
Push new clients straight into Xero, raise invoices from won deals and reconcile payments without leaving your CRM. Built for UK small businesses on the Solo, Team and Partner plans.
Overview
AdviserAlly integrates with Xero to keep your CRM and accounting books in sync. When a deal closes, AdviserAlly can create the Xero contact, raise the invoice and watch for payment — so your Sales Cycle and your finance ledger never disagree.
Xero: Cloud accounting software for small businesses (visit Xero).
Available on Solo, Team and Partner plans.
What you can do
Sync contacts both ways
New AdviserAlly clients appear as Xero contacts (and vice versa) with name, email, phone and address.
Raise invoices from deals
When a Sales Cycle stage is set to "Won", AdviserAlly creates a draft Xero invoice using your line items and tax rates.
Reconcile paid status
Xero payment events flip the deal to paid in AdviserAlly so your team always knows what is settled.
UK VAT handled correctly
AdviserAlly respects your Xero VAT settings — no hand-coding tax codes.
How to set it up
- Open Settings → Integrations → Xero in AdviserAlly.
- Click "Connect Xero" and authorise the OAuth scope.
- Pick the default Xero contact group, account code and tax rate.
- Send a test deal through your Sales Cycle to confirm a draft invoice appears in Xero.
Last reviewed: 2026-05-10.
Perfect for
- UK accountants and bookkeepers managing dozens of small-business clients
- Recruitment agencies invoicing per-placement and tracking deal-to-cash
- Coaches and consultants billing on subscription plus one-off engagements
Frequently asked questions
Do I need a Xero subscription?
Yes. AdviserAlly connects to your existing Xero account; we do not resell Xero. Any current paid Xero plan with the standard accounting API enabled will work.
Will it duplicate contacts?
No. AdviserAlly matches by email address first, then by name + postcode. Existing Xero contacts are linked rather than recreated.
Can I keep some clients out of Xero?
Yes. Sync is opt-in per Sales Cycle stage. You can also tag a client as "internal" to keep them out of finance entirely.
Try AdviserAlly with Xero
14-day free trial. Card required, no charge for 14 days. Solo plans live the same day.
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