Better Proposals + Xero Integrations
Put Better Proposals + Xero to work with AI and enterprise-grade automation
Learn more about Better Proposals integrations or talk to a human
4.9/5 on G2·
Google for Startups Accelerator
Workflows you can build between Better Proposals and Xero
See the kind of workflows teams build with Better Proposals and Xero below — describe the exact one you want above and the Agent builds it on demand.
Better Proposals + Xero
Automatically create an invoice in Xero whenever a proposal is paid in Better Proposals.
Mirror new invoices across systems
When a new invoice is created in Better Proposals, automatically create the identical invoice in Xero so financial records stay synchronized.
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Replicate payments received
When a payment is received in Xero, record the payment in Better Proposals to maintain consistent cash flow balances.
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Keep customer profiles aligned
When customer details are updated in Better Proposals, automatically sync the customer record in Xero to eliminate mismatched billing contacts.
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Browse the full workflow library →
Looking to achieve something else with Better Proposals and Xero?
Just describe what you need — the Agent researches both APIs and builds the real automation on demand.
Try Knit FreeTriggers & actions for Better Proposals and Xero
Everything Better Proposals and Xero can do inside a workflow — the triggers that start one and the actions that run when it fires.
Better Proposals Explore Better Proposals →
Better Proposals is a proposal creation platform that helps businesses build, send, track, and accept online proposals and contracts.
TriggersTriggers when a new proposal is created.
Triggers when a proposal is opened.
Triggers when a proposal is paid.
Triggers when a proposal is sent.
Triggers when a proposal is signed.
Creates a new proposal.
Xero Explore Xero →
Xero is an online accounting platform that helps small businesses manage invoicing, bank reconciliation, purchasing, and expenses.
TriggersTriggers when a new bank transaction is created.
Triggers when you add a new bill. (Accounts Payable).
Triggers when you add a new contact.
Triggers when a new credit note is created.
Triggers when a new employee is created (Exclusively for Australian Instances).
Triggers when you run or refresh one of the selected Xero report types (Balance Sheet, Profit & Loss, etc.).
Adds line items to an existing sales invoice.
Add a note which will appear in the invoice history.
Creates or updates one or more stock items.
Allocates a credit note to an invoice.
Creates a new Spend/Receive Money bank transaction.
Transfers money between two bank accounts.
Other Accounting apps on Knit
Explore more Accounting integrations you can automate with Knit — or describe a custom workflow and the Agent builds it.
AccountEdge
AccountEdge is desktop accounting software that manages sales, purchases, inventory, payroll, and financial reporting for small businesses.
AccountingSuite
AccountingSuite is a business management software combining cloud accounting, inventory control, and order fulfillment capabilities into one platform.
AdminPulse
AdminPulse is a practice management and time tracking software developed specifically for accounting and bookkeeping professionals.
Aero Workflow
A practice management and workflow automation application built specifically for accounting professionals and bookkeeping firms.
Alegra
Alegra is a cloud accounting and administrative software that helps small businesses manage invoicing, expenses, inventory, and financial reporting.
Aliaddo
Aliaddo is a cloud business management and accounting platform that provides financial invoicing, inventory tracking, and purchasing controls.
Anchor
An automated billing and proposal management platform designed for professional service providers and accounting firms.
ArcSite
ArcSite is a mobile CAD drawing and estimating application that enables contractors to generate precise floor plans, cost estimates, and client proposals.
Other Accounting apps on Knit
Explore more Accounting integrations you can automate with Knit — or describe a custom workflow and the Agent builds it.
AccountEdge
AccountEdge is desktop accounting software that manages sales, purchases, inventory, payroll, and financial reporting for small businesses.
AccountingSuite
AccountingSuite is a business management software combining cloud accounting, inventory control, and order fulfillment capabilities into one platform.
AdminPulse
AdminPulse is a practice management and time tracking software developed specifically for accounting and bookkeeping professionals.
Aero Workflow
A practice management and workflow automation application built specifically for accounting professionals and bookkeeping firms.
Alegra
Alegra is a cloud accounting and administrative software that helps small businesses manage invoicing, expenses, inventory, and financial reporting.
Aliaddo
Aliaddo is a cloud business management and accounting platform that provides financial invoicing, inventory tracking, and purchasing controls.
Anchor
An automated billing and proposal management platform designed for professional service providers and accounting firms.
ArcSite
ArcSite is a mobile CAD drawing and estimating application that enables contractors to generate precise floor plans, cost estimates, and client proposals.
Customer Stories
See how leading technology firms are scaling their operations
Amazing Product With Exceptional Support from the team. By using Knit we managed to speed up our development by orders of magnitude.
A brilliant tool to let you seamlessly integrate with many different systems. It is very easy to integrate with and customer support is next level.
Seamless integration experience. Well-documented, self-explanatory APIs, and excellent service and support.
Easy to integrate. Knit's dashboard is intuitive for setting up and testing integrations, and the sandbox is extremely useful during development.
Knit shipped a brand-new Timesheet API in a week and handed us a ready-to-use NetSuite sandbox. That velocity is priceless when you're running payroll in 40+ countries.
#1 in Ease of Integrations
4.9 out of 5 stars on G2
Common questions about Better Proposals + Xero
Is there a pre-built Better Proposals + Xero automation?
Not yet, but Knit's Integrations Agent can build one — describe what you want and it researches Better Proposals and Xero's public API docs (or your own uploaded docs) and builds a working automation.
Does this require a pre-built Better Proposals or Xero connector?
No. The Agent works whether or not Better Proposals or Xero already has a pre-built connector in Knit's catalog — it researches the real API surface either way.
How long does it take to build?
Minutes to build a first working version, not weeks — you test it against real data before it goes anywhere near production.
Why sync accounting data between Better Proposals and Xero?
Connecting both accounting systems ensures multi-entity organizations keep customer records, payments, and invoices identical in both places without duplicate data entry.
Can payments recorded in Better Proposals automatically update Xero?
Yes, whenever a payment is logged in Better Proposals, a corresponding payment record is automatically created in Xero to keep both general ledgers accurate.