Integration with Xero Practice Manager

Hi,

Please let me know if Monday.com can be integrated with Xero Practice Manager.

Kind Regards,

Tim

Hello Tim!

Erick here with the monday.com team :wave:

At the moment we do not have an internal integration with Xero Practice Manager. Would you be able to tell us a little more about how this application would integrate and interact with your workflow for us to take the feedback into consideration?

Looking forward to hearing from you!

Hi Erick,

Yes XPM has functions to file tax returns for all of our clients as well as the time tracking for each jobs assigned to each staff. At the moment XPM cannot provide us with the time line each job each staff has done (when they have to case the documents, collect data, start codding etc). So many clients complain that we did not file in time. Furthermore, we cannot tract down the exact time they spent vs budget hours.

There are lots of accountants using Xero in the world and they don’t have proper CRM.

Kind Regards,

Tim Aryawan

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