Xero Integration - Kandisa Tech
Xero for Salesforce is an extremely effective application for integrating Xero Accounting Software capabilities into Salesforce to streamline your Salesforce and Xero accounting workflow and maintain data accuracy. Our tool is loaded with the below needy features: - Create Xero Invoice from Salesforce - Flexibility to decide on branding for invoices - Realtime Sync and access data in both Xero and Salesforce including customers, invoices, payments, products, etc - Email Xero Invoices directly from Salesforce - Download the Invoice in Salesforce or in your local machine - Payment Management of Invoices - Salesforce and Xero Product Sync Options - Reports & Dashboards - Multiple Configuration options to configure tools as per your needs and like - Easy troubleshooting for admins - Easy data management of Xero Data
Top keywords
- salesforce8×6.35%
- xero8×6.35%
- data4×3.17%
- invoices4×3.17%
- accounting2×1.59%
- invoice2×1.59%
- management2×1.59%
- options2×1.59%
- salesforce and xero2×1.59%
- sync2×1.59%
- xero accounting2×1.59%
Quickbooks Online By Tally Integrations
Tally brings QuickBooks Online billing, accounts receivable and payment management directly into Salesforce. Sales, finance and operations teams automate accounting transactions, collect or record payments and track balances without leaving Salesforce. BILLING AUTOMATION Create QuickBooks invoices, estimates, sales receipts, purchase orders, bills, refunds and recurring invoices. Use Salesforce Flow to generate transactions automatically, such as invoicing when an opportunity closes. ACCOUNTS RECEIVABLE Track open, paid, partially paid and overdue invoices, record full, partial or multi-invoice payments, send reminders and download invoice PDFs. PAYMENTS Accept credit card and ACH payments, and record cash, check, wire and external payments, individually or through Flow automation. SYNC Keep QuickBooks Online and Salesforce synchronized across customers, products, invoices, estimates, sales receipts, purchase orders, payments, balances, classes, tax rates and statuses. A Product Sync Health dashboard tracks products. Tally is more than a QuickBooks connector. It is a Salesforce billing, payment, receivables and accounting automation platform for QuickBooks Online.
Top keywords
- payments6×3.92%
- quickbooks5×3.27%
- salesforce5×3.27%
- invoices4×2.61%
- automation3×1.96%
- billing3×1.96%
- record3×1.96%
- sales3×1.96%
