Seamless Financial Management by integrating Invessed with Xero

Integrating Invessed with Xero offers businesses a powerful solution for seamless financial management. With this integration, users can effortlessly sync their financial data, invoices, and transactions between the Invessed platform and Xero accounting software. By eliminating manual data entry and providing real-time synchronisation, the integration ensures that businesses have accurate and up-to-date financial information at their fingertips. This integration simplifies financial processes, enhances visibility, and empowers businesses to make informed decisions based on accurate and timely financial data.

What is Invessed?

Invessed is a complete client engagement platform for Financial Advisors and Wealth Managers, including Client Experience, Advisor Productivity, Financial Integrations and Crypto Custody suites.

What is Xero?

Xero is an accounting software that provides a cloud-based platform for managing financial data, invoicing, and financial reporting. It is designed to simplify financial management processes and improve accuracy by automating tasks and providing real-time synchronisation with other applications.

Why integrate Invessed with Xero?

  Invessed Xero
Experience Multi-channel experience Seamless integration
Cost Fair and transparent prices Flexible, to requirements
Hosting Fully-managed SaaS Fully-managed SaaS
Support Invessed SLA Xero SLA
24/7 Support
Community forum
USP Wealth Engagement Platform Accounting software

Tried-and-trusted technology stack

.NET Core

.NET, developed by Microsoft, is an open-source cross-platform framework for building apps and integrations for web, mobile, and other platforms.

Azure Cloud

Microsoft's Azure Cloud platform offers unmatched power, scalability, and security, providing cost-effective hosting and access to AI capabilities.


DevOps combines software development and IT operations to shorten the systems development life cycle and ensure continuous delivery.

Start a project

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