Overview
SmarterPay is a Bacs-approved platform that seamlessly integrates with Xero to automate Direct Debit collections and reconciliation. Designed for finance teams and business owners, it removes the headaches of manual payment processing, reduces errors, and ensures faster, more reliable cash flow.
With SmarterPay, you can:
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Automate collections and reconciliation to save hours of manual work every month.
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Customise workflows to match your business processes, so nothing falls through the cracks.
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Apply your own branding to all customer communications, strengthening your professional image.
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Improve cash flow visibility with consolidated reporting and real-time payment updates.
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Enhance security and compliance, as a fully Bacs-approved solution built to protect sensitive payment data.
Whether you’re a growing business looking to scale, or a finance team aiming to streamline operations, SmarterPay provides an all-in-one, easy-to-use platform that transforms how you manage Direct Debits—reducing stress, saving time, and letting you focus on what matters most: running your business.
SmarterPay + Xero
SmarterPay seamlessly integrates with Xero to automate your Bacs and Direct Debit workflows, saving time and reducing manual effort. Key features include:
- Automatic Contact Management
When a new invoice is created in Xero, SmarterPay automatically creates the corresponding contact in our system.
This eliminates the need to manually replicate contacts across platforms.
- Direct Debit Automation
SmarterPay sends Direct Debit signup links to your contacts when required.
Once a contact is set up, subsequent invoices automatically generate payments in SmarterPay.
- Streamlined Payment Workflow
Payments are collected via Direct Debit as soon as an invoice is approved in Xero.
Users benefit from a quick and simple connection process, requiring minimal input.
- Enhanced Efficiency
By automating invoicing, payments, and contact management, SmarterPay ensures a smooth workflow and reduces the risk of errors.
This integration allows your finance team to focus on higher-value tasks while SmarterPay handles the repetitive processes behind the scenes.
Getting started
Our integration makes managing Bacs payments and Direct Debits seamless. Here’s what to expect from setup to go-live:
- Contact & Agreement
Click the “Get Started” button in Xero.
You’ll be redirected to our contact form to provide your details.
We’ll send you a contract outlining services, transaction charges, and account terms.
- Contract Completion
Review, complete, and sign the contract.
Once signed, we’ll provide account setup forms to collect the information needed to create your SmarterPay account.
- Account Setup
Submit the forms to us, and we’ll create your SmarterPay account.
Our team ensures all necessary banking and company details are captured securely.
- Implementation & Project Kick-Off
We’ll create a dedicated project with our implementation team.
You’ll have a clear timeline for integration with Xero and migration of workflows.
- Onboarding & Training
Our onboarding specialists will guide you through the platform.
Receive step-by-step support, best-practice advice, and training to get your team up and running.
- Go-Live & Support
Once setup is complete, you’re ready to start sending payments and collecting Direct Debits.
Ongoing support is available to ensure smooth operation and help with any questions.
