Use code "batchxero" to get your first 2 months free.

Money isn't everything!

Go beyond invoices.
Build better relationships.
Integrate Xero & Batchbook.

  1. Record important information.
  2. Assign customer-specific to-dos.
  3. Keep track of your conversations.
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Full Relationship Details

See everything you know about your customer in one place, from the first email to that final payment!

  • View Open Invoices

    See which contacts owe you money.

  • Assign To-Dos

    Create tasks to follow up on open invoices.

  • Track Communications Better

    Record back and forth conversations, including emails and phone calls.

  • Get to Know Customers

    See what your customers are up to on social networks.

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Get Your Team Involved

Empower your team with the information they need to provide great customer service.

  • Share the Right Stuff

    Give your team high level invoice information without sharing access to your sensitive financial data.

  • Follow Up On Tasks

    Get to all of your Xero related tasks right from the dashboard.

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Build Lasting Relationships

Stay in touch with your customers. Keep them coming back for more.

  • Don't Lose Touch

    See a list of customers who you haven't talked to recently so they don't slip through the cracks.

  • Customer Lists

    Mark your favorite customers as Champions so you can show them more love.

Already using Batchbook? Add Xero!

  • It's all online, so you can work when and where you want to. Just login with your PC, Mac or mobile.

  • Your bank statements are automatically imported and categorized, letting you see your cashflow in real-time.

  • Invite your team and work together on financials. You can collaborate over your up-to-date numbers.

  • 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.