Xero + Bonsai Integrations
Put Xero + Bonsai to work with AI and enterprise-grade automation
4.9/5 on G2·
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Workflows you can build between Xero and Bonsai
See the kind of workflows teams build with Xero and Bonsai below — describe the exact one you want above and the Agent builds it on demand.
Xero + Bonsai
When a contract is signed in Bonsai, create or update corresponding financial records in Xero.
Generate invoices when project milestones finish
When a task is completed in Bonsai, automatically create an invoice in Xero so billing occurs immediately without delay.
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Move project tasks when invoices become overdue
When an invoice is marked overdue in Xero, automatically move the associated project task in Bonsai to an on-hold stage.
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Add task notes when client payments are received
When a payment is received in Xero, automatically add a comment to the client task in Bonsai confirming payment receipt.
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Browse the full workflow library →
Looking to achieve something else with Xero and Bonsai?
Just describe what you need — the Agent researches both APIs and builds the real automation on demand.
Try Knit FreeTriggers & actions for Xero and Bonsai
Everything Xero and Bonsai can do inside a workflow — the triggers that start one and the actions that run when it fires.
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.
Bonsai Explore Bonsai →
An all-in-one business management software for freelancers and small agencies to manage projects, proposals, invoices, and time tracking.
TriggersTriggers when a contract is signed by your contact (client or contractor).
Triggers when a contract is viewed.
Triggers when a deal is updated in Bonsai.
Triggers when a new form response is submitted.
Triggers when an invoice is paid.
Triggers when an invoice is viewed by the client.
Creates a client lead on Bonsai
Creates a new deal in Bonsai
Creates a project
Creates a new task in Bonsai
Adds tasks from a task template in Bonsai
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
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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 Project Management apps on Knit
Explore more Project Management integrations you can automate with Knit — or describe a custom workflow and the Agent builds it.
10,000ft
A high-level resource management and project planning software designed to help businesses manage team capacity and project forecasts.
ActiveCollab
A project management and collaboration software that helps teams organize work tasks, track time, and invoice client work.
Acute
Acute is a product feedback management software that allows SaaS teams to collect feature requests, prioritize roadmaps, and engage users.
adam.ai
A meeting intelligence platform that helps teams organize meeting agendas, record key decisions, and manage actionable project tasks.
Agiled
An all-in-one business management platform offering project planning, client management, invoicing, time tracking, and HR management.
Aha!
A product roadmap and strategic planning software that helps product teams outline strategy, capture ideas, and manage feature releases.
airfocus
airfocus is product strategy and project management software that helps teams prioritize tasks and build visual product roadmaps.
Aisle Planner
Aisle Planner is an event management and design suite built specifically for wedding coordinators and event planning professionals.
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 Xero + Bonsai
Is there a pre-built Xero + Bonsai automation?
Not yet, but Knit's Integrations Agent can build one — describe what you want and it researches Xero and Bonsai's public API docs (or your own uploaded docs) and builds a working automation.
Does this require a pre-built Xero or Bonsai connector?
No. The Agent works whether or not Xero or Bonsai 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.
How does connecting Bonsai with Xero help our finance team?
It reduces manual data entry by initiating invoices and expense updates automatically as project milestones are completed.
Can payment updates in Xero alter project tasks in Bonsai?
Yes, when a payment is received or an invoice becomes overdue in Xero, you can automatically move or update tasks in Bonsai.