Scoro can help your business
Sell products and/or services
- Raise and send invoices
Manage operations
- Maintain client contact details
Manage people
- Assign and manage jobs and tasks
- Business and employee performance insights
- Forecast and plan future work
Overview
Scoro is a professional services automation platform (PSA) built for agencies, consultancies, and all types of other professional service businesses. With Scoro, you can manage projects, finances, resources, and reporting in a single system. This way, you gain visibility into your project and business performance and can make data-driven decisions to increase productivity and profitability. You keep your sales, delivery, and finance teams unified and aligned.
- Manage the entire project lifecycle in a single system – estimate scope, plan projects, track results, issue invoices, and manage project costs.
- Increase business and project profitability – understand which clients, projects, services, or teams are profitable and which ones eat into your margins.
- Plan capacity and forecast team utilization – balance your team’s workloads to prevent burnout and make proactive decisions on outsourcing or hiring.
- Track key metrics and KPIs – use customizable reports and dashboards to monitor different aspects of your business in real time, such as productivity, utilization, revenue, cost, profitability, and sales activities.

Scoro + Xero
The powerful two-way sync between Xero and Scoro allows you to sync invoices, bills, payments, contacts, products and services, charts of accounts, tax rates, tracking categories, attachments, etc between the two systems. You control what data moves and how often.
Integrating Xero with Scoro will empower you to:
- Unlock new insights into project finances.Take care of company-wide accounting and reporting in Xero, but deep dive into project finances in Scoro to understand what drives or hinders your growth. Use Scoro to compare project cost, revenue, and time estimates with actual results. Analyze the profitability of each project down to service level. Use these insights to combat over-servicing, improve budgeting, and tweak pricing.
- Make invoicing easier for your project team. Eliminate the need to send manual reports to your accounting team to explain what to invoice and when. Generate invoices directly in Scoro based on confirmed quotes or logged time and occurred expenses.
- Reduce errors with automated data exchange. Decide what data is exchanged and how often. Ensure data integrity with an automatic setup. Minimize the risk of human errors and miscommunication by having the systems sync relevant invoices, bills, payments, contacts, products and services, charts of accounts, tax rates, tracking categories, attachments, etc, automatically.
- Simplify collaboration between departments. Do away with back-and-forths between the project and the accounting team. Project managers can create invoices in Scoro and send them out to clients, then sync them with Xero. Information about payments is synced back to Scoro. Executives can monitor financial data about clients and projects, generate reports, and track key financial metrics directly in Scoro.
- Ensure project managers have real-time access to financial information. Have project managers track payments directly from Scoro, so they can help with reminders and be aware of recurring issues. Ensure they have a constant overview of project costs, both internal and external, without having to wait on updates from the accounting team.
Getting started
Follow these steps to get started:
- Click the 'Get this app' button at the top of this page to create a free trial in Scoro.
- Navigate to Settings > Site settings > Integration to set up Xero.
- Follow the Xero setup guide to configure the integration: support.scoro.com/hc/en-us/articles/12804885205261-Xero-setup-guide