What is workflow automation software?

Business automation software takes the hassle out of manual, repetitive tasks by connecting your existing business applications and automating data flow between them. When integrated with Xero, these apps can automate a wide range of processes, from invoicing and data entry to client communication and report generation, freeing you up to focus on strategic growth.

What’s more, this type of software allows you to create automated workflows specifically customised to your needs, your processes and your existing apps and programs.

What are the benefits of workflow automation software?

• Boost efficiency. Automate tedious, time-consuming tasks across your business, allowing you and your team to focus on higher-value activities and achieve more in less time.

• Reduce errors. Reduce the risk of human error associated with manual data entry and repetitive tasks for greater accuracy and consistency in your business operations.

• Improve data flow. Seamlessly connect your essential business apps and services so that data flows accurately and efficiently between them and Xero.

• Enhance collaboration. Streamline communication and approvals by automating notifications and data sharing between team members and clients, improving overall productivity.

• Scale your business. With AI workflow automation and no-code tools, you can easily adapt and scale your processes as your business grows without needing extensive technical expertise.

What are the typical features of workflow automation tools?

• App integrations. Connect a wide variety of business applications and services, allowing them to communicate and share data seamlessly.

• No-code interface. Create and customise automated workflows without writing any code, making it accessible for users with varying technical skills.

• Trigger and action rules. Set up specific events (triggers) in one app to initiate automated actions in another, building customisable workflows tailored to your needs.

• Data mapping. Easily define how data from one application should be transferred and formatted when it moves to another, ensuring accuracy and consistency.

• Conditional logic. Build more sophisticated workflows with rules that allow actions to be performed only when certain conditions are met.

How workflow automation software works with Xero

Connecting these tools with Xero allows you to automate a wide range of financial and administrative tasks, creating a truly integrated and custom business ecosystem. These apps eliminate the need for manual data transfer and reconciliation, providing a secure and reliable flow of information between your systems.

When you connect workflow automation tools to Xero, you can:

• Automatically create invoices in Xero from sales data in your CRM.

• Synchronise customer and supplier details across Xero and other connected apps.

• Automate expense reporting and receipt capture, feeding data directly into Xero.

• Generate reports and insights by pulling accurate, up-to-date information from Xero.

• Streamline approval processes for bills and expenses, ensuring timely payments

Find your fit

Every workflow automation software integration with Xero can be different. To learn more, browse through the apps in this category. Click on an app to find detailed information on how it works and integrates with your Xero account, and see ratings and reviews by other Xero users. Want to try an app? You can then get started directly from the app listing page in just a few clicks.