Overview
Productive is an all-in-one agency management software that lets you run a more profitable business.
Project Management - Turn won deals into projects, get feedback from clients, and collaborate with teammates with ease. Track your work with tasks, AI-powered documentation, and multiple project views.
Resourcing - Create schedules for your team, manage workload, and prevent burnouts with resource planning. Automatically sync time off with resource planning to see which teammates are on leave.
Budgeting & Profitability - Create custom budgets with flexible pricing models. Track profitability for fixed-price and hourly projects. Split budgets into phases for all of your long-term projects and make sure there are no budget overruns.
Reporting - Use real-time data to make confident, data-driven business decisions. Zoom in on project profitability or utilization per team member. Create reports that focus on what’s important for your business.
Productive + Xero
Integrating Xero with Productive allows you to send invoices from Productive to your Xero account. When configuring the integration, you can also enable additional features to keep your financial data in sync between both platforms:
Invoice payment synchronization
When you mark an invoice as paid in Xero (including partial payments or tranches), the status can automatically be updated in Productive. Find out more about it here.
Send expenses to Xero
Send budget expenses from Productive to Xero to ensure accurate financial tracking and reporting.
Expense payment synchronization
When an expense is marked as paid in Xero, it can also be marked as paid in Productive.
Getting started
To be able to use Productive's integration with Xero, you need to have an account on both platforms. In order to use the integration, your Xero accounts needs to be linked to Productive through the in-app settings menu.
