Money isn't everything!
Go beyond invoices.
Build better relationships.
Integrate Xero & Batchbook.
- ✭ Record important information.
- ✭ Assign customer-specific to-dos.
- ✭ Keep track of your conversations.
Full Relationship Details
See everything you know about your customer in one place, from the first email to that final payment!
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View Open Invoices
See which contacts owe you money.
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Assign To-Dos
Create tasks to follow up on open invoices.
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Track Communications Better
Record back and forth conversations, including emails and phone calls.
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Get to Know Customers
See what your customers are up to on social networks.
Get Your Team Involved
Empower your team with the information they need to provide great customer service.
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Share the Right Stuff
Give your team high level invoice information without sharing access to your sensitive financial data.
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Follow Up On Tasks
Get to all of your Xero related tasks right from the dashboard.
Build Lasting Relationships
Stay in touch with your customers. Keep them coming back for more.
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Don't Lose Touch
See a list of customers who you haven't talked to recently so they don't slip through the cracks.
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Customer Lists
Mark your favorite customers as Champions so you can show them more love.
Already using Batchbook? Add Xero!
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It's all online, so you can work when and where you want to. Just login with your PC, Mac or mobile.
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Your bank statements are automatically imported and categorized, letting you see your cashflow in real-time.
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Invite your team and work together on financials. You can collaborate over your up-to-date numbers.
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Xero has all you need to run your business - including invoicing, paying bills, sales tax returns, reporting and much more.
Try Xero Accounting Software for free.
Learn More: Get started using Xero with Batchbook.