Try Batchbook Now

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.

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.


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.


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.