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HaloPSA

By HaloPSA
5 out of 5 stars
Free trial available
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Streamline your service delivery and billing with HaloPSA’s powerful Xero integration. Automate invoicing, sync payments, and keep finance and operations aligned in real time — all in one unified, easy-to-use platform built for global IT and service teams.
Rated
5.0
out of 5
Reviewed by
5
Xero users
Try this app
Free trial
available
Listed for
4 years
August 2021

Overview

HaloPSA is the all-in-one service management platform that unites your people, processes, and finance into one powerful system. Designed for IT service providers, MSPs, and global support teams, HaloPSA gives you complete visibility and control, from ticketing to billing, in a single, beautifully simple workspace.

With the HaloPSA and Xero integration, your business can bridge the gap between service delivery and accounting. Automate billing, eliminate double entry, and give your finance team instant access to accurate data. The result: faster invoicing, fewer mistakes, and a clear, connected picture of business performance.

HaloPSA centralises everything you do - tickets, contracts, assets, SLAs, timesheets, projects, and billing - into one streamlined solution. The intuitive interface means your team can focus on customers instead of admin. Whether you’re handling thousands of support tickets or managing long-term projects, HaloPSA adapts to how you work.

Work smarter across teams

HaloPSA brings operations, service delivery, and finance together in real time. Connect your helpdesk and Xero account so that any billable work logged in HaloPSA is instantly ready for invoicing in Xero. Your accountants and technicians see the same accurate data - improving communication and eliminating manual updates.

Built for growth

HaloPSA scales with your business. Add users, departments, or clients without complexity or downtime. Configure automated workflows to match your processes. Combine deep service management capability with financial precision from Xero to gain a true end-to-end system that supports every part of your business.

Global capability, local control

Whether your team is in one office or spread across multiple countries, HaloPSA provides a consistent experience with region-aware settings, multi-currency support, and time-zone flexibility. With Xero’s global accounting reach, you can manage and reconcile finances seamlessly wherever your clients are.

Fast, accurate billing

Remove friction between service and finance teams. HaloPSA automatically captures billable time, expenses, and subscriptions, then generates invoices that sync straight to Xero. Payment statuses flow back from Xero to HaloPSA, keeping your records accurate without manual intervention.

Secure and trusted

HaloPSA is built for reliability, scalability, and security. Enterprise-grade hosting, granular permissions, and full audit trails keep your data protected. Combined with Xero’s trusted financial infrastructure, you can confidently automate financial processes knowing both systems meet global compliance standards.

Why choose HaloPSA + Xero

Seamless integration between service management and accounting

Automated invoice generation and synchronisation

Real-time sync of payments, credit notes, and adjustments

Multi-currency and multi-entity support

Centralised customer and contract management

Clear financial visibility for faster decisions

HaloPSA + Xero

The HaloPSA and Xero integration connects your service management platform directly to your accounting system, giving your team a seamless flow of information from ticket to invoice. Every hour worked, product sold, and contract billed in HaloPSA can be automatically reflected in Xero without manual intervention.

Real-time synchronisation

HaloPSA’s Xero integration works in real time to keep your financial data current. When you approve an invoice in HaloPSA, it appears instantly in Xero with all associated line items, tax rates, and customer details. Payments, credit notes, and adjustments created in Xero are sent back to HaloPSA, so both systems stay perfectly aligned.

Two-way data flow

Customers and contacts: Sync customer records between HaloPSA and Xero. Create or update a client once and it appears in both systems automatically.

Invoices and credit notes: Generate invoices in HaloPSA from time entries, projects, or contracts. Once approved, they are pushed to Xero with full details. Credit notes raised in Xero are reflected in HaloPSA.

Payments: When payments are received and reconciled in Xero, they are updated in HaloPSA to show which invoices are paid or outstanding.

Currencies: Full support for multi-currency transactions lets global teams operate without conversion headaches.

Automate billing and reconciliation

The integration replaces manual data entry with automated workflows. Time logged against tickets, contracts, or projects can be marked as billable. HaloPSA aggregates this data, applies your pricing rules, and generates invoices ready for Xero — all with a few clicks. Xero then takes care of reconciliation and reporting, completing the financial loop.

Customisable mapping

Every business has unique accounting rules. HaloPSA’s flexible mapping allows you to align services, revenue codes, and tax settings precisely with your Xero chart of accounts. You can configure which data syncs, how often, and in what direction — giving full control while reducing risk of human error.

Improved financial visibility

With the HaloPSA + Xero integration, you can see your operational and financial performance in one view. Service managers track billable utilisation. Finance teams monitor cash flow. Executives gain a real-time understanding of profitability by client, project, or contract.

Reduce admin, speed up cash flow

Because invoices move instantly from HaloPSA to Xero, billing cycles shorten and payments arrive faster. Clients receive invoices on time, with full transparency of billable work. Your finance team spends less time chasing data and more time analysing results.

Security and compliance

All communication between HaloPSA and Xero uses secure, authenticated API connections. Data is encrypted in transit, and only authorised users can enable or modify the integration. Both platforms comply with global security and privacy standards, ensuring your data remains protected end to end.

Reviews & ratings

5.0 out of 5 stars
5 Reviews

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Most recent reviews

DS
Dalia Smetana
Posted 13 Oct 2025
5 out of 5 stars

User Friendly - Halo Saves The Day!

Creating quotes, sales orders and invoices is easy with HaloPSA. Its efficient ticket system ensures everything is tracked and recorded while seamless Xero integration streamlines invoice sending and reconciliation.
MG
Mayumi Green
Posted 13 Oct 2025
5 out of 5 stars
Halo PSA was already a great product, and now it's integrated with Xero! This is amazing!
RP
Rahil Patel
Posted 13 Oct 2025
5 out of 5 stars

Great Software

HaloPSA has completely transformed how we manage projects, tickets, and billing. The platform is incredibly customizable, allowing us to tailor workflows to our exact needs.

Additional info

Shared data

Xero
HaloPSA
Invoicesshared from HaloPSA to Xero
Contactsshared from Xero to HaloPSA and from HaloPSA to Xero
Purchase Ordersshared from HaloPSA to Xero
Itemsshared from Xero to HaloPSA and from HaloPSA to Xero

Functions

CRM and marketingInvoicing and jobs

Industries

Professional services

App details

By HaloPSA
Added in 2021

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@halopsa.com

Contact

+44 1449 833111

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Try HaloPSA for free

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.