## Streamline your AP and AR with Forwardly’s Xero Integration

Connect Forwardly to Xero and automate your accounts payable and receivable like never before. Send payments,
track invoices, and reconcile accounts in real time, all from one dashboard.

### Seamless 4-way sync for improved cash flow

- No more double data entry or spreadsheets.
- AI-powered automation handles recurring invoices and approvals.
- Complete audit trails and reporting for every transaction.
- Reduce manual effort with automatic reconciliation.
- Works for small businesses and mid-size businesses managing thousands of invoices.

## How Forwardly works with Xero

#### Create invoices in Forwardly, auto-sync with everyone’s accounting systems

#### Financial data is imported automatically

#### Secure links to pay are sent to debtors

### About Xero

Xero is a world-leading online accounting software built for small businesses.

- Get a real-time view of your cashflow. Log in anytime, anywhere on your Mac, PC, tablet or phone to get a real-time view of your cash flow. It’s small business accounting software that’s simple, smart, and occasionally magical.
- Run your business on the go. Use our mobile app to reconcile, send invoices, or create expense claims - from anywhere.
- Get paid faster with online invoicing. Send online invoices to your customers - and get updated when they’re opened.
- Reconcile in seconds. Xero imports and categorizes your latest bank transactions. Just click ok to reconcile.

## Frequently asked questions

**Does Forwardly integrate with Xero?**  
Yes! Forwardly integrates seamlessly with Xero, letting you pay bills and accept online payments while keeping your books automatically updated. It’s effortless bookkeeping combined with fast, reliable payments.

**What is Forwardly’s unique 4-way sync with Xero, and how does it work?**  
Forwardly’s unique 4-way sync keeps your invoices, bills, payments, vendors, and customers in perfect harmony between Xero and Forwardly. As a practical example, this means if you have a vendor on the Forwardly Business Network, then when your vendor makes an invoice for your business, Forwardly will automatically make the corresponding bill in your accounting system for your business. Once the payment is delivered, both the invoice and the bill on both accounting systems will be reconciled. This eliminates duplicate data entry, reduces errors, and ensures your financial records are always accurate and ready to go.

**How does Forwardly’s Xero integration help my business?**  
By connecting Xero with Forwardly, you get faster, more efficient payment workflows. You can send and receive faster payments, schedule bills, all while your accounting stays perfectly updated.

**How do I connect Xero and my bank accounts to Forwardly?**  
You can sign up for Forwardly directly using your Intuit account for a seamless login, or sign up with your email and connect your Xero account later. In either case, you can securely link your Xero books and business bank accounts through Plaid to keep your financial data accurate and in sync.

**How does Forwardly improve reconciliation in Xero?**  
Every payment you send or receive with Forwardly is automatically synced back to Xero when it settles. This makes reconciliation faster, reduces errors, and ensures your financial records are always complete and reliable, so your accounting stays effortless and precise.