Overview
In the fast-paced world of logistics, freight, and warehouse management, efficiency and precision are paramount. Realm Realtime provides an integrated, real-time platform designed to revolutionize your operations, from quote to final delivery. Our comprehensive solution empowers businesses to eliminate manual processes, gain unparalleled visibility, and significantly enhance financial control.
Realm Realtime simplifies every aspect of your freight and warehouse workflows. Manage leads, optimize your sales pipeline, and automate quotation processes for seamless deal closures. Our intelligent system allows for end-to-end shipment tracking across sea, land, and air, complete with automated document generation and detailed waypoints. Whether you're handling individual consignments or complex grouped jobs, Realm Realtime ensures real-time volume tracking, QR-based cargo updates, and flexible multi-currency invoicing.
For warehouse operations, our advanced Warehouse Management System (WMS) offers comprehensive control and unrivalled visibility. Manage contracts per customer, visualize your warehouse with custom 3D mapping, and track inbound goods with granular detail. Every item is monitored by location, weight, and CBM, with a full audit trail capturing all activity. Flexible picking workflows and seamless order fulfillment are supported, with all barcode/QR-code scanning easily done via the Realm Realtime App on standard iOS and Android devices, removing the need for expensive handheld equipment.
The true power of Realm Realtime lies in its ability to centralize and automate your financial management. By integrating seamlessly with Xero, we eliminate manual data entry, reduce errors, and ensure your financial data is always accurate and up-to-date. This real-time synchronization transforms invoicing, purchases tracking, and profit & loss oversight, delivering unprecedented financial clarity. Say goodbye to reconciliation headaches and hello to a streamlined, efficient, and profitable logistics operation with Realm Realtime.
Realm Realtime + Xero
The Realm Realtime integration with Xero provides a powerful, automated connection, ensuring seamless data flow between your operational platform and your accounting system. This direct, real-time synchronization is designed to significantly reduce administrative burden, eliminate manual errors, and provide a true, up-to-the-minute financial picture of your logistics and warehouse activities.
Key features of the Realm Realtime and Xero integration include:
- Automated Invoice and Credit Note Sync: Realm Realtime automatically generates and live-syncs all invoices and credit notes directly to your Xero General Ledger. This eliminates manual data entry, ensuring accuracy and saving valuable time for your accounting team.
- Real-Time Financial Accuracy: With every transaction and financial document automatically flowing from Realm Realtime to Xero, your financial records remain accurate and current. This provides a single source of truth for all revenue and expenditure related to your operations.
- Streamlined Purchase Tracking: Track your purchases within Realm Realtime, and have this data automatically reflected in Xero, offering comprehensive oversight of your operational costs.
- Enhanced P&L Oversight: The seamless integration ensures that all relevant financial data is available in Xero, enabling more accurate and timely Profit & Loss reporting and analysis.
- Intelligent Data Mapping: Easily map your financial accounts and categories within Realm Realtime to your existing Xero Chart of Accounts. This ensures consistent and correct categorization of all synced financial transactions.
- Reduced Manual Reconciliation: By automating the transfer of transactional data, the integration drastically reduces the time and effort required for manual reconciliation, accelerating your month-end close.
- Multi-Currency Support: For businesses operating internationally, Realm Realtime's multi-currency invoicing capabilities integrate smoothly with Xero's multi-currency features, maintaining accurate financial reporting regardless of currency.
- Secure and Reliable Data Transfer: The integration leverages secure protocols to ensure that your sensitive financial data is transferred reliably and safely between Realm Realtime and Xero.
This robust integration empowers logistics, freight, and warehouse businesses to achieve unprecedented levels of financial transparency and operational efficiency, leveraging the best of both Realm Realtime and Xero.
Getting started
Integrating Realm Realtime with your Xero account is a straightforward process designed for rapid setup, allowing you to quickly unlock the benefits of automated financial management for your logistics, freight, or warehouse operations. The easiest way to begin your journey is by clicking the "Get this app" button directly on this Xero App Store listing. This will seamlessly guide you through the initial steps to activate your Realm Realtime account and establish the essential connection.
Here’s a simple, scannable setup process to get you started:
- Activate Your Realm Realtime Account: Clicking "Get this app" will lead you to create or log into your Realm Realtime account. Follow the prompts to set up your company profile and core operational details.
- Navigate to Integrations: Once logged into your Realm Realtime admin dashboard ("Tools & Settings"), locate the "Connectors" -> "Xero Connector Settings" page.
- Connect to Xero: Click the "Connect To Xero" button. You will be prompted to authorize the connection between Realm Realtime and your specific Xero organization. This is a secure process that grants the necessary permissions for data transfer.
- Map Your Currencies, Chart of Accounts, Tax Rates and Customers/Suppliers: Within the Realm Realtime integration settings, you will find an intuitive interface to map your Realm Realtime entities to Xero. This crucial step ensures all transactions are automatically coded correctly.
- Enable The Connector Once you have configures all your mappings, click "Enable" to enable the connector. If the connector status box turns green, your live-sync is active.
- Begin Operations: Once configured, begin processing your sales, freight jobs, or warehouse activities within Realm Realtime. Invoices and financial data will automatically begin flowing to Xero.
Tips for a Smooth Integration:
- Review Initial Sync: After the first few transactions are processed, take a moment to review them in Xero to ensure the mapping and synchronization are working as expected.
- Utilize Support Resources: Realm Realtime provides comprehensive support documentation and a dedicated team to assist with any questions or advanced configuration needs.
- Train Your Team: Ensure your team understands how to utilize Realm Realtime for their daily operations to maximize data accuracy and benefit from the seamless integration.
