Managing financial records manually can be a time-consuming process prone to errors. Fortunately, Formitize integrates seamlessly with popular accounting software like Xero and MYOB, automating many administrative tasks related to invoicing, payments, and financial reporting.
To set up the integration, navigate to the Integrations section in the Web Portal and select your preferred accounting platform. You’ll be guided through an authorization process to link the two systems securely. Once connected, Formitize can automatically generate and send invoices based on completed jobs. This eliminates the need for double-entry, reducing the risk of errors and saving valuable time.
Data synchronization between Formitize and your accounting software ensures that your financial records remain up-to-date. For example, payments received in Xero can reflect in Formitize, allowing your team to see the payment status of invoices without switching platforms.
This integration also supports compliance by keeping financial data organized and easily accessible for audits. By automating invoicing and payment tracking, businesses can maintain better cash flow management and focus on growth.
