Overview
Roll captures leads and opportunities, manages projects and tasks, tracks time and keeps track of every projects financial position. Roll has fast and efficient process meaning your team and contractors spend less time on admin and more time delivering projects. Because Roll tracks project financial data and forecasts future revenue, it is able to provide managers and business owners with visibility and control over the business.
Roll is perfect for creative businesses, consultancies, digital agencies, civil engineers and other services based businesses.
Roll + Xero
With the Xero integration, you can create and send invoices directly out of Roll and they appear immediately in your Xero account. No need to switch to Xero when it comes time to invoice. Alternatively, you can start an invoice in Roll and pick it up in Xero, finalise it and send it to the client.
All contact information is also synchronised between your Roll and Xero accounts eliminating rekeyeing of client data.
The Roll and Xero combination is extremely powerful. Roll provides estimates of financial performance for the current month and forecasts revenue for the next 6 months. Xero looks at previous months actual revenue. Together you've got a powerful combination.
Getting started
The Integration takes 30 seconds. Go to settings area in Roll, click on "Authorise Xero" then follow the online instructions.
Reviews & ratings
Best agency workflow and cost management software by far
DR