How Trove works with Xero

Trove connects directly to your Xero account through a secure integration. Once connected, Trove automatically syncs your invoice data, customer contacts, and payment history. When customers pay invoices in Xero, Trove updates in real-time so you always have an accurate view of your accounts receivable.

What data syncs between Trove and Xero

From Xero to Trove:

• Invoice details including amounts, due dates, numbers, and payment status
• Customer contact information and billing contacts
• Payment records and transaction history
• Account balances and credit notes

From Trove to Xero:

• Payment reminder activity logged against customer records
• Communication history for complete audit trails
• Invoice status updates as accounts move through collection stages

Automatic invoice monitoring

Trove monitors all your Xero invoices continuously. When an invoice approaches its due date, Trove automatically sends a polite reminder to the correct contact at the customer's company. If the invoice becomes overdue, Trove escalates appropriately—sending firmer reminders, generating statements, and tracking every interaction.

Smart contact management

Instead of sending payment reminders to generic company emails or the wrong department, Trove identifies the person who actually handles payments and communicates directly with them. This improves response rates and reduces friction in the collection process.

Customisable automation

You control when and how Trove communicates on your behalf. Set your preferred reminder schedule, choose email tone and timing, and decide which customers receive automated reminders versus manual follow-up. Trove respects your business relationships while keeping the process moving forward.

Real-time payment sync

When a customer pays an invoice, the payment records in Xero immediately, and Trove stops all further reminder communications for that invoice. No awkward situations where a customer receives a payment reminder after they've already paid.

Reporting and visibility

Trove generates comprehensive monthly reports showing your accounts receivable performance: average days to payment, percentage of overdue invoices, and customer payment trends. These reports pull directly from your Xero data and can be shared with your accountant or bookkeeper for complete transparency.

Security and permissions

Trove uses OAuth 2.0 authentication to connect with Xero, meaning your login credentials are never stored or shared. You can revoke Trove's access from your Xero account at any time. All data transmission is encrypted using industry-standard protocols.

Multi-currency support

If you invoice customers in multiple currencies through Xero, Trove handles that seamlessly, sending reminders with the correct currency symbols and amounts for each invoice.