Xero

Integrate Xero with Roger

About Xero

Xero's cloud-based accounting software connects people with the right numbers anytime, anywhere, on any device. For accountants and bookkeepers, Xero helps build a trusted relationship with small business clients through online collaboration.  

About the Integration

Roger is an official Xero integration partner. By using Roger and Xero together, you can seamlessly sync all of your accounting data to Roger. From there, that data can be used to fully automate back office processes like bookkeeping, vendor management and payments.

Roger's powerful two-way sync and real-time Xero updating capabilities make it the perfect layer of automation to add to your accounting system.  

Advantages of integrating Roger with Xero

There are limitless ways Roger can optimize your accounting and bookkeeping workflow. Let us make your Xero system even smarter.

Two-way sync

Roger syncs everything from Xero, custom data like categories and departments. We also sync all payments, documents and associated data in Roger back to your ERP.

Hands-free bookkeeping

The more you use Roger, the smarter it gets. Roger will instantly recognize documents from the same vendors and add your bookkeeping data for you.

Automate everything

Roger helps you take the manual work out of every process, from accounts payable to expense management. You won't have to lift a finger.

Key tools for Xero

Automation-powered accounting, backed by our global payments infrastructure, will drive value for your team and for your clients.

Attachments

Roger scans, enters and syncs the entire financial document - sending it to Xero so you and your accountant can easily explore expenses.

Custom Lists

Roger enables you to create custom lists, either pulling directly from your Xero system or building from scratch in Roger. You are free to customize your internal accounting process.

Spending Rules

With Workflows, you can build complex accounting rules, or, determine how and when vendors are paid. You can create multi-step approval flows and send additional data to your accounting system.

Fraud Detection

With Roger, there are no duplicate payments and no risks of internal or vendor fraud. Roger comes with a built-in audit trail for every document and vendor, along with customizable permissions for certain team members.

Document Match

Ensure no receipts are missing. Upload a bank statement to Roger and Roger will match it with existing records, or, create records for you. Automate notifying co-workers who need to upload a document.

Vendor Management

Edit vendor profiles, customize payment methods and report on spend by vendor. You can even build Workflows to alert you when vendor bills vary month-to-month, so you never lose sight of important spending data.

Original Coffee has reduced manual finance team hours by 60% - even as they grew by 4x.

“The seamless data management that Roger has provided us is crucial to our business. In addition to being a time and money saver, it’s also enabling us to scale our business while maintaining a higher level of control and accuracy.” 
Read their story
Martin Hjarsbæk
Chief Finance Officer, Original Coffee

Modern teams run on Roger.

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