Get your free roadmap

Accounting

Your new clients, already set up in Xero.

Susanoo connects Xero to your records. Each new client gets a matching Xero contact, and the details stay the same in both places.

Get your free roadmapBook the discovery call

What we set up

  • We connect your Xero account.

  • We match the contacts already in Xero to your records first.

  • We agree with you which details to carry across, so your accountant has what they need.

How it works

  1. A new client signs.

  2. Their Xero contact is created with the agreed details.

  3. When a detail changes in one place, it changes in the other.

  • Your accountant finds the client already set up.

  • Nobody imports a contact list or fixes a spelling in two places.

What stays yours

  • Your accountant still runs your books in Xero.

  • We don't give accounting or tax advice.

  • Your Xero account stays in your name.

  • Your part: access to your tools in week one.

This connection is part of our Operations and Automation departments.

FAQs

Do you change our ledger?

No. This connection keeps your contacts in step. The books stay with your accountant in Xero.

What about the contacts already in Xero?

We match them first, so a client isn't added a second time.

Do new clients have to be set up in Xero by hand?

No. When a new client signs, their Xero contact is created with the details we agreed with you, so your accountant finds the client already set up.

What if a client's details change?

When a detail changes in one place, it changes in the other, so nobody fixes a spelling in two places.

Does connecting Xero cost extra?

Connecting your tools is part of the Automation department, and every department comes with one monthly price. Tools in your name, like your Xero account, are paid by you, to the provider.

Your first discovery call is free. After that, $500.

Book the discovery call

Start free

See what we would connect for your business.

Get your free roadmap

Get your free roadmap

Book the discovery call

Your first discovery call is free. After that, $500.

Book the discovery call

Tool names belong to their owners. Susanoo is not affiliated with them.