Overview
Managing quotes, invoices and agreements shouldn’t slow your business down.
Lumin connects with Xero to simplify how small businesses manage, edit and sign documents – without changing how they run their accounting.
Instead of downloading documents, emailing attachments, and manually tracking signatures, Lumin automates the workflow.
When a document reaches a status you define, such as a quote being sent, Lumin can automatically create a signature request and send it to the recipient. Once signed, the completed agreement and certificate are attached to the original Xero record.
The result is faster approvals, less manual admin and a clear audit trail for your financial documents.
Lumin is designed for small businesses, trades and service teams that rely on Xero to run their operations.
Lumin + Xero
Lumin for Xero: Automated document signing workflows
Lumin is a document management and eSignature platform that integrates directly with Xero to automate document workflows for small businesses.
With Lumin, teams can automatically generate signature requests from Xero documents and securely store signed agreements alongside their financial records.
Key benefits
- Automated document sync from Xero: Send Xero documents to Lumin automatically using configurable automation rules.
- Create and send signature requests : Turn Xero quotes, invoices or purchase orders into secure signature requests in seconds.
- Automatic document writeback : Signed agreements and completion certificates are automatically attached to the original Xero record.
- Edit and prepare documents: Annotate, mark up and prepare PDFs before sending them for signature.
- Centralised document storage: Keep signed agreements organised and securely stored alongside your Xero workflows.
How Lumin helps Xero users
Small businesses often manage documents across multiple tools: downloading files, emailing attachments, and manually tracking signatures.
Lumin simplifies this by bringing document management and eSignature workflows directly alongside Xero.
This helps businesses move faster, stay organised and reduce operational overhead.
Built for SMBs
Lumin is designed for:
• Small businesses • Founder operators • Trades and service companies • Professional services teams
Getting started
The easiest way to begin is by selecting the Get this app button on the Xero App Store listing. This ensures your connection is secure and correctly authorised.
Follow these steps
- Select Get this app on the Xero App Store listing.
- Log in to your Xero & Lumin account.
- Choose the Xero organisation you want to connect.
- Authorise Lumin to access the necessary document data.
- Start setting up the automation rules on the Xero App Settings page in Lumin.
What you need
- An active Xero organization (with Advisor or Standard user permissions)
- A Lumin account (with Workspace Owner permission)
App access management
Access can be managed or revoked at any time through the connected apps section in Xero or within your Lumin account settings.
Support
If you need assistance:
- If you need assistance, Lumin provides onboarding guidance and documentation through the Lumin Help Centre.
