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Powerful business management platform with modules including CRM, Jobs, Forms, Safety, Pipelines, Workflows, Accounts and so much more!

Overview

Simplify, automate and grow your business. Formitize is a super smart and easy-to-use business management platform loved by thousands of different types of businesses around the world from small startups to government agencies and many of the world's largest corporations looking to get paperless and improve the way their business works.

If you want to get paperless and better manage teams in the field, Formitize will change your life with everything you need to run your business, in one place.

Integrated Modules include CRM Customer Database, Job Scheduling, Job Management, Health & Safety, Document Management, Smart Forms, Sales Pipeline, Workflows, Accounts and so much more. Formitize makes your Xero information available to so many parts of your business operations. Run your business from the office or on the go using our mobile app. Formitize includes a genuine two-way integration with Xero so that both systems are constantly updated providing you with incredible visibility whatever you are working on.

FormBank is a full library of smart-form templates to help you get so many aspects of your business paperless, automated and awesome. With Job Scheduling, Tasks, Workflows and Automated Reminders you'll save so much time working so much smarter with one easy to use solution.

Get paperless and scale your business by unleashing the power of Xero with Formitize in one system and get your time back while growing your business the smart way.

Explore all features of Formitize
Formitize
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Formitize + Xero

Awesome two way Xero integration linking CRM Clients, Suppliers & Contacts, Invoices, Purchases, Expenses, Quotes, Job Management, Forms, Line Items, Tax Rates and more.

Reviews & ratings

5.0 out of 5 stars
4 Reviews
5 star(100%)
4 star(0%)
3 star(0%)
2 star(0%)
1 star(0%)
MM
Mike McIntyre
Posted
5 out of 5 stars
I found the Xero/ Formatize integration seamless and painless. Really enjoying both products and both have been instrumental in my small business growth.
JF
Jake Fell
Posted
0 out of 5 stars
I have not managed to set up an integration successfully and I cannot see what I am doing wrong. I am trying to integrate a form with xero invoices. But so far not working! Any advice?
BK
Bryn Kent
Posted
5 out of 5 stars
Great integration. Can be a little slow to update new if new inventory items have been added to xero to come through to formitize. But super handy to great easy to use forms for staff members

Additional info

Shared data

Xero
Formitize
Overpaymentsshared from Formitize to Xero
Tracking Categoriesshared from Xero to Formitize
Tax Ratesshared from Xero to Formitize and from Formitize to Xero
Receiptsshared from Xero to Formitize and from Formitize to Xero
Purchase Ordersshared from Xero to Formitize and from Formitize to Xero
Paymentsshared from Xero to Formitize and from Formitize to Xero
Itemsshared from Xero to Formitize and from Formitize to Xero
Invoicesshared from Xero to Formitize and from Formitize to Xero
Currenciesshared from Xero to Formitize and from Formitize to Xero
Credit Notesshared from Xero to Formitize
Contactsshared from Xero to Formitize and from Formitize to Xero
Accountsshared from Xero to Formitize and from Formitize to Xero

App details

Added in 2016

Countries

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

Languages

English

Support

Setup walkthroughContact supportsupport@formitize.com

Contact

+611300552008

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Although Xero reviews each app in the Xero App Store, we can’t give any guarantees. It’s up to you to assess the performance, quality and suitability of any app before going ahead.