Connect Autotask with Xero in minutes and completely automate your invoices, purchase orders and payments from Autotask to Xero. Once set up the task will automatically run based on your billing plan.
Use Xero or Autotask invoice numbers
Sync up to 90 days' of historical inovices
Import invoices as Draft or Approved
Match Branding themes
Sync Contacts with Invoices
Send Payments back into Autotask
When you setup an account with us we redirect you to Xero’s partner page to authorise Cloud Depot with your company's Xero account.
Once authorised Xero redirects you back to Cloud Depot where you enter your Autotask account details to allow us to begin the synchronisation process.
Once set up our service automatically, checks to see if you have any new invoices, purchase orders or payments, based on your billing plan. If we find that you have new billing items we will pull them down from Autotask and push them into Xero automatically.
Depending on your preference these can be saved as draft or authorised automatically in Xero.
Cloud Depot works with any Xero account anywhere in the world. Our product is a certified Xero and Datto Autotask add-on.
Process Purchase Orders or Bills into Xero
Support Multiple Xero Accounts from one Autotask Account
One click on demand Sync
Full Tax Mapping
View Realtime Logs
"When we migrated to Xero we needed a solution to integrate with Autotask. I chose My Accounting Toolbox and couldn’t be happier. Setup was quick and simple, the data sync just works, and the one time I have contacted support I received a prompt and friendly response."
Nathan Franks - Managing Director @ Dynamic Business Technologies
Hi, I am Roupen the founder of Cloud Depot, if you want to organize a 30 minute Zoom/Skype chat to discuss our product, please click the button below and book a time with me now.
Xero is online accounting software that has been designed for small to medium sized businesses. It makes managing the financial health of your business more transparent, straightforward and fun.