Create new Financial Cents clients from new Xero contacts
Streamline your bookkeeping process with this seamless workflow. When a new contact is added in Xero, it will instantly create a new client in Financial Cents, keeping your client base up-to-date across both platforms. This integration ensures that all your financial data stays consistent, leaving you more time to focus on crucial aspects of your business.
Streamline your bookkeeping process with this seamless workflow. When a new contact is added in Xero, it will instantly create a new client in Financial Cents, keeping your client base up-to-date across both platforms. This integration ensures that all your financial data stays consistent, leaving you more time to focus on crucial aspects of your business.
- When this happens...New Contact
Triggers when you add a new contact.
- automatically do this!Create Client
Creates a client in Financial Cents.
- Free forever for core features
- 14 day trial for premium features & apps