Xero
Get real-time visibility into spend
Before Teampay we were constantly trying to figure out who ordered what on our corporate cards, and never remembered to stop paying for subscriptions when people left. This service was so easy to set up and use, especially with the real-time Xero integration that always keeps my books in sync.
Teampay + Xero Customer
Automatically Reconcile Purchases from Teampay into Xero
- Automate the purchasing workflow, from request in Teampay to reporting in Xero
- Provide real-time visibility into who bought what, and why
- Achieve higher accuracy and less manual guesswork with upfront coding
- Reconcile purchases automatically in Xero as they happen
Stay On Top Of Your Organization’s Spending
All purchases are pre-approved in Slack or Microsoft Teams, so you always know who made what purchase, who approved it, and for what purpose. You can even get alerts for unusual activity. Say goodbye to hunting down mystery transactions at the end of every month.
Track Vendors & Subscriptions With Ease
Teampay keeps all of your vendors & subscriptions organized in one place. Highlight variances, detect new vendors and recurrences, flag duplicates, set reminders, and more.
Control Spending Before It Happens
Never go over budget again with transparent controls by user, department, vendor, office, and more. Gain insight into what’s been budgeted, committed, and spent – in real-time.
How to Connect
Teampay syncs with Xero’s accounts, bank transfers, contacts, bank transactions, and tracking categories. Accounts, contacts (vendors), and tracking categories sync in real time and are bi-directional. Bank transactions and bank transfers sync one-way in real time.
You can connect Teampay to Xero in 3 short steps:
- Select “Xero” within Teampay’s admin interface
- Log into your Xero account to initiate the connection
- Configure a few mappings of your Xero account to your Teampay account, and you’re done!
Why Companies Love Teampay
explore more case studies“The platform has proper controls and promotes efficiency, saving my team countless hours and increasing their productivity across the board. This is one of the best investments the company has purchased to date.”
“Our approvers are in love with Teampay, their approval time has been reduced to seconds! The accounting team has been able to save a significant amount of time on transaction entry, the transactions appear pre-approved, pre-coded in Intacct when we sync them and no additional work is needed. It’s like magic!”
“We went from a 90-100-page monthly AmEx statement to almost nothing now. Our big win has been getting employees off sharing corporate cards and onto Teampay.”
“Our employees love using it! It simplifies the procurement and approval process for them, makes sure they get what they need quickly.”