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Cloud Banking

Connect to Xero and have your invoices imported to the CloudBanking portal. Your invoices will be processed automatically on the stipulated due day and reconciled back to your accounting software. This saves your time and money in manual administration.

CloudBanking is a payment platform company offering advanced payment and cash flow management technology. It was formed and developed to bring this cutting-edge service within the reach of a broader market — the small business owners and the general public. Its single and streamlined cash flow management solution can manage all payments while its portal is designed to get customers paid on-time, helping the save administration cost for chasing payments and long hours of reconciling payments in their accounting system. CloudBanking wants to enable local and global businesses to grow in the world economy, innovate payment experience, and remove any roadblocks for merchants receiving payments.

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Cloud Banking + Xero

Connect our platform to Xero and have your invoices imported. CloudBanking platform will allow you to sync invoices from your Xero account, process and schedule direct debit or adhoc payments, and reconcile back the payment details back to your Xero. In just a few clicks, CloudBanking lets its users enjoy a simplified and automated payment reconciliation process. It guarantees to complete all the succeeding steps—from payment handling and coordination with Xero to payment reconciliation. Here’s the simple step-by-step process.

  1. Signup for a CloudBanking acccout and log in to your dashboard.
  2. Click your avatar and tap “Connected Account”
  3. From the selection of accounting apps, click “Connect to Xero”
  4. Key in your Xero account details to log in to your Xero account.
  5. After successful authentication, your Xero account is now connected to CloudBanking.
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Made by Cloud Banking
Added in 2019

Countries

Australia, Australia, Canada, Global, Hong Kong, Indonesia, Ireland, Malaysia, New Zealand, Philippines, Singapore, South Africa, United Kingdom, United States

Support

Setup walkthroughIntegration walkthroughsupport@cloudbanking.com.au

Contact

1300 11 71 21

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