Sage Intacct + Xero Integrations

See the kind of workflows teams build with Sage Intacct and Xero below — describe the exact one you want above and the Agent builds it on demand.

Sage Intacct + Xero When a new contact is added in Sage Intacct, sync contact details to Xero. See details

Mirror new invoices across systems When a new invoice is created in Sage Intacct, automatically create the identical invoice in Xero so financial records stay synchronized. See details

Replicate payments received When a payment is received in Xero, record the payment in Sage Intacct to maintain consistent cash flow balances. See details

Keep customer profiles aligned When customer details are updated in Sage Intacct, automatically sync the customer record in Xero to eliminate mismatched billing contacts. See details

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Triggers & actions for Sage Intacct and Xero

Everything Sage Intacct and Xero can do inside a workflow — the triggers that start one and the actions that run when it fires.

Sage Intacct Explore Sage Intacct →

Sage Intacct is a cloud-based financial management and accounting software solution designed for growing and mid-sized businesses.

Triggers

New Contact

Triggers when a new contact is created.

New Customer

Triggers when a new customer is created.

New Invoice

Triggers when a new invoice is created.

New Payment Received (Accounts Receivable)

Triggers when a new AR payment is added.

New Sales Invoice

Triggers when a new sales invoice is created.

New Vendor Invoice

Triggers when a new vendor invoice is created.

Actions

Create Bill

Creates a new bill.

Create Contact

Creates a new contact.

Create Customer

Creates a new customer.

Create Invoice

Creates a new invoice.

Create or Update Project Resource

Creates a new project resource or updates an existing one.

Create Vendor Invoice

Creates a new vendor invoice as a Purchasing Document.

Xero Explore Xero →

Xero is an online accounting platform that helps small businesses manage invoicing, bank reconciliation, purchasing, and expenses.

Triggers

New Bank Transaction

Triggers when a new bank transaction is created.

New Bill

Triggers when you add a new bill. (Accounts Payable).

New Contact

Triggers when you add a new contact.

New Credit Note

Triggers when a new credit note is created.

New Employee

Triggers when a new employee is created (Exclusively for Australian Instances).

New Report

Triggers when you run or refresh one of the selected Xero report types (Balance Sheet, Profit & Loss, etc.).

Actions

Add Items to Existing Sales Invoice

Adds line items to an existing sales invoice.

Add Note to Invoice

Add a note which will appear in the invoice history.

Add or Update Stock Items

Creates or updates one or more stock items.

Allocate Credit Note to Invoice

Allocates a credit note to an invoice.

Create Bank Transaction

Creates a new Spend/Receive Money bank transaction.

Create Bank Transfer

Transfers money between two bank accounts.

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View all Accounting apps →

Other Accounting apps on Knit

Explore more Accounting integrations you can automate with Knit — or describe a custom workflow and the Agent builds it.