Integration · Xero

Sync CargoWise with Xero

XeroSync keeps your CargoWise operations and your own Xero books in step, both ways, with reconciliation and resilience built in so the numbers always match.

Accounting that lags behind operations

Re-entering invoices from CargoWise into Xero is slow and error-prone, and payments recorded in Xero rarely make it back cleanly. Period locks, currency differences and the occasional outage all turn into manual cleanup at month end.

Two-way posting with reconciliation

XeroSync builds invoices from CargoWise with their line items, contacts, currency and tracking categories, attaches supporting documents, and posts them to Xero. A signed Xero webhook brings payment events back. A reconciliation pass then confirms what should have posted matches what did.

What you get

Invoices land in Xero complete, with documents attached
Payments flow back automatically and stay matched
Reconciliation catches gaps before month end
Locked periods and outages handled without manual cleanup
01

Resilience accountants will recognise

When Xero rejects a posting because the accounting period is locked, XeroSync works out the lock date and retries. If Xero has an outage, a health gate pauses processing rather than piling up errors, and sends one alert when it trips and one when it recovers.

02

Multi-company throughout

Each organisation has its own configuration and secure OAuth access, with a weekly data refresh and on-demand foreign-currency reconciliation, so a group of entities stays clean without manual juggling.

Book a Xero integration demo

Tell us how you work and we’ll show you Falcon Nest running with your operation. We respond within one business day.