Financial Management Simplified with the Rex + Xero Integration

Xero and Rex CRM Integration graphic 1

In a significant move to streamline financial operations for real estate agencies, Rex Software is proud to introduce an enhanced integration between Rex Sales & Rentals CRM and Xero. From invoice syncing to payment tracking, the integration introduces updated functionality designed to improve the efficiency and accuracy of your financial operations.

Integrate Your Financial Workflows Effortlessly

Say goodbye to the hassle of unsynchronised invoices, double data entry and the errors that come with it. The Xero integration reduces the need to switch between systems and brings a suite of tools designed to simplify and refine your financial management processes:

  • Two-Way Sync: Achieve real-time accuracy between Rex CRM and Xero, ensuring your financial data is always up to date.
  • Streamlined Invoicing: Instantly raise invoices in Rex CRM and sync them with Xero, streamlining your billing process.
  • Payment Sync: Track payments made in Xero and synchronise them back to Rex CRM for comprehensive record-keeping.
  • Referral Invoices: Generate and send referral bills directly from Rex CRM to Xero, simplifying your referral management.
  • Custom Chart of Accounts: Tailor your chart of accounts to match your business needs for precise financial management.

A Comprehensive Accounting Solution

Beyond simplifying payroll, the integration between Rex Sales & Rentals CRM and Xero brings a multitude of benefits specifically designed for real estate agencies. Users can expect to see significant improvements in several key areas:

Time-Saving and Efficiency: The Rex CRM and Xero integration slashes administrative work by automating tasks like invoice entry and payment updates. This frees agents and staff to focus on client service instead of paperwork.

Financial Accuracy and Clarity: The two-way sync keeps financial data up-to-date and error-free across both platforms, enhancing decision-making with a consistent and accurate financial overview.

Enhanced Cash Flow Management: Payable and receivable invoice synching helps streamline billing and accelerate invoice payments, improving cash flow—a crucial aspect for business growth.

In Summary:

The integration between Rex Sales & Rentals CRM and Xero bridges the gap between your CRM and your accounting products, simplifying financial management for real estate agencies. It offers direct, tangible benefits: reduced administrative workload, improved financial accuracy, and enhanced cash flow management. In essence, this integration doesn't just streamline financial workflows—it lays the groundwork for improved operational efficiency and the expansion of your business.

If you want to understand more about how our large agency and enterprise customers are using our API, find out here!

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