Xero Handles Accounting.
LedgerUp Handles Billing.
Stop manually creating invoices, chasing payments, and reconciling bank transactions in Xero. LedgerUp automates it all.
LedgerUp does not replace Xero. It sits on top of it. Your existing Xero instance, chart of accounts, tracking categories, and workflows remain unchanged. LedgerUp automates the manual work around Xero — reading contracts to create invoices, syncing contact records from your CRM, running collections on overdue accounts, and reconciling payments when they arrive.
The Xero billing bottleneck
Xero handles accounting. But the work before and after the invoice? That's still manual.
per week spent manually creating Xero invoices from closed deals
of Xero invoices contain errors from manual copy-paste data entry
average DSO when collections are managed outside Xero
How LedgerUp works with Xero
From deal close to payment reconciled — automated end-to-end.
Connect your CRM and Xero
LedgerUp connects to Xero via OAuth 2.0 API and to your CRM (HubSpot, Salesforce, or Attio) via OAuth. Setup takes under an hour — no custom code required.
Deals close, Ari reads the contract
When a deal closes in your CRM, Ari extracts billing terms, pricing, payment schedules, and customer details from the attached contract PDF. No manual data entry.
Xero invoice created automatically
Ari creates or matches the contact record in Xero and generates the invoice with correct amounts, line items, payment terms, and account coding.
Collections and reconciliation on autopilot
Ari monitors payment status, sends personalized follow-ups for overdue invoices, and reconciles payments when they arrive — all synced back to Xero.
CRMDeal moved to Closed Won
AriContract terms extracted
XeroContact + invoice created
SlackTeam notified for review
Ari receives the deal event, reads the contract, creates the Xero invoice, and notifies your team.
What LedgerUp automates in Xero
Every manual billing workflow in Xero — replaced by AI.
Contract-to-Invoice
Closed deals in your CRM automatically become Xero invoices with the correct contact, amounts, terms, and line items — no manual handoff.
Contact Record Sync
CRM contacts and companies map to Xero contact records with deduplication and field mapping. Your accounting stays clean without manual maintenance.
Automated Collections
Overdue Xero invoices trigger personalized payment reminders via email. Ari handles replies, escalates when needed, and stops when payment arrives.
Payment Reconciliation
Payments from Stripe, ACH, or bank transfers are matched to Xero invoices automatically. Ari flags discrepancies and partial payments for review.
Usage-Based Billing
Ari pulls usage data from your product, compares it against contract thresholds, and creates Xero invoices for overages — no custom integrations.
AR Status to CRM
Invoice status, payment received dates, and overdue flags flow back from Xero to your CRM. Sales sees collection status without leaving their tools.
Manual / Native Xero vs LedgerUp
What changes when an AI agent handles your Xero billing workflows.
| Task | Manual / Native Xero | With LedgerUp |
|---|---|---|
| Create invoice from closed deal | Manually enter in Xero or export/import via CSV | Automatic — Ari reads the contract and creates the invoice |
| Extract payment terms from contracts | Read the PDF, type terms into Xero fields | AI reads the contract PDF and sets terms automatically |
| Contact record deduplication | Search Xero manually before creating contacts | Automatic matching and deduplication across CRM and Xero |
| Overdue invoice follow-up | Xero invoice reminders or manual emails | Personalized, contextual email reminders with response handling |
| Payment reconciliation | Manual matching in Xero bank reconciliation | AI matches payments to invoices, flags discrepancies |
| Usage billing calculations | Spreadsheets to calculate, then manually create invoices | Ari pulls from any data source and creates invoices automatically |
Xero integrations powered by LedgerUp
See how LedgerUp connects your CRM to Xero.
HubSpot → Xero
Automate invoicing from HubSpot deals to Xero with AI-powered contract extraction.
Learn moreXero billing automation FAQ
Common questions about automating billing and AR in Xero with LedgerUp.
Does LedgerUp replace Xero?
No. LedgerUp sits on top of Xero — it does not replace it. Your existing Xero setup, chart of accounts, tracking categories, and workflows remain unchanged. LedgerUp automates the manual work around Xero: creating invoices from contracts, syncing contact records from your CRM, and running collections on overdue invoices.
How does LedgerUp connect to Xero?
LedgerUp connects via Xero OAuth 2.0 API. We create contacts, invoices, and payment records in Xero and read invoice status and payment data back. Setup typically takes under an hour.
Do I need a developer to set this up?
No. LedgerUp connects to Xero through the standard OAuth flow — no custom development required. You authorize LedgerUp in Xero, and configuration happens in LedgerUp, not in Xero.
Can LedgerUp handle our Xero tracking categories and account codes?
Yes. LedgerUp maps to your existing Xero chart of accounts, tracking categories, tax rates, and branding themes. Custom fields on contact and invoice records are supported through configurable field mapping.
What about multi-currency invoicing in Xero?
LedgerUp supports Xero multi-currency. Ari creates invoices in the correct currency based on deal data and uses your Xero exchange rates for conversion.
How long does implementation take?
Most teams go live within 1-2 weeks. This includes connecting Xero and your CRM, configuring field mappings and invoice templates, and testing your first automated workflows. No custom development needed.
How is this different from Xero native invoicing?
Xero native invoicing requires you to manually create each invoice or use basic repeating invoices. LedgerUp reads your contracts to extract billing terms, creates invoices automatically when deals close, runs intelligent collections on overdue invoices, and reconciles payments — all without manual data entry.
Ready to automate billing in Xero?
Book a LedgerUp Demo →Software should do the work.
You should move the business.
See how Ari takes billing ops off your team's shoulders - from contract to collected cash.