Roger works on top of Xero to automate finance processes like accounts payable, document scanning, expense approvals, spend management and more.
Roger takes you from printing paper and passing it off, to advanced document scanning, uploading, sharing, setting secure approval workflows, managing vendors and paying them for you. Everything in Roger syncs to Xero, reducing manual errors and ensuring your accounting system populates with clean, organized data.
Roger customers range from small to mid- sized businesses from virtually any industry to bookkeeping- and accounting firms of any size.
Roger + Xero
Roger imports accounts from Xero in the integration setup process.
When you upload invoices and receipts to Roger, all the data such as vendor information, amount, due date, issue date and invoice numbers are automatically synced to Xero. Vendors are created on the fly, and bill payments and approvals are synced over, too.
First, you need to have a Roger account. Integrations can be used on any Roger plan and there is no additional cost for integrating.
STEP ONE Login to Roger. Navigate to the Integrations library inside the Roger browser app. Click on Xero and press the "Connect" button.
STEP TWO You will see a list of the permissions that you need to give Xero in order to access your data in Roger. Click "Yes, allow" at the bottom to continue.
STEP THREE Click the New integration button to start the integration setup. You will first be redirected to Xero where you will be prompted to enter your Xero credentials. Then allow Roger to access your company data in Xero.
STEP FIVE You need to select the company you want to use with Roger and select the default account that will be applied to expenses in Roger when no other account has been selected.
Read our full help guide for details.