Sound familiar?
What businesses that keep the books in Xero and plan in Google Sheets tell us before a project starts.
- Someone exports Xero reports to a spreadsheet every week.
- The cash flow sheet is out of date by the time it is read.
- Overdue invoices are listed by hand.
- Budgets and actuals live in different places.
- Xero's reports do not show the columns you need.
What we build
Each one is a working piece you can open and check when it's done.
Automation
- Invoices and bills to a sheet
- Overdue list
- Report exports
- Budget against actuals
- Google Sheets updated
- Run logged
- Any failure sent to you
Invoices and bills to a sheet
Open and paid invoices and bills, with due dates and contacts.
QuickBooks, Xero and HubSpot integrationsOverdue list
Overdue invoices by customer and age, refreshed each morning.
QuickBooks, Xero and HubSpot integrationsBudget against actuals
Your budget sheet filled in with actual figures from Xero.
Dashboards and reportingLogging and alerts
Every run is logged, and a record that cannot sync is sent to you with the reason.
Python scripts and utilitiesThe two tools: Xero, Google Sheets.
Also connected on request: Xero, Google Sheets, Slack.
Example projects
Illustrations of the shape of the work, not past clients. Yours gets its own written scope.
Example project
Cash flow sheet
Example: an owner wants open invoices and bills in their cash flow sheet every morning.
Xero API, Google Sheets APIExample project
Monthly actuals
Example: a bookkeeper wants each client's monthly profit and loss figures in a shared sheet.
Xero API, Google Sheets APIQuestions people ask first
Can it write anything back to Xero?
It can, such as creating draft invoices from rows, but most setups only read from Xero. We agree which way data moves before we start.
Does it work with several Xero organisations?
Yes. Each organisation can have its own sheet, or one sheet can combine them.
Is our accounting data safe?
We connect through Xero's own sign-in with the access you approve, and you can remove that access at any time.
Want this as a ready-made pack?
We are turning the most requested integrations into ready-made n8n workflows you import and run in your own accounts. Tell us you want this one and we will email you when it is ready.
Tell us what you need built.
Email a few lines about what you want and which tools you use, or call. We reply with questions or a written scope.
hello@pushbuild.com