Xero Integration for Smarter Collections
Connect OCTA with Xero to automate your entire receivables process. Sync invoices in real-time, automate payment reminders, and reconcile payments automatically. Perfect for businesses using Xero worldwide.
Connect in minutes, automate for years
Connecting OCTA with Xero takes just a few clicks. OAuth-based security, no API keys to manage.
Register with OCTA
Sign up in a few easy steps and access the platform immediately.
Connect to Xero
Authorize OCTA to securely access your Xero organization data.
Sync and Go
Once connected, OCTA and Xero sync automatically with real-time updates.
Your Xero data, supercharged
The OCTA Xero integration transforms your accounting data into an automated collections engine.
Accelerate payment collection
Sync invoices from Xero and trigger automated collection workflows. Get paid faster with intelligent follow-ups that run without manual intervention.
Days Sales Outstanding
28 ↓ 22%
Complete cash visibility
See your complete cash position across all Xero organizations. Outstanding invoices, expected payments, and collection status in a unified dashboard.
Cash Flow Forecast
$3.2M +15%
Multi-channel payment reminders
Automated reminders via email, SMS, and WhatsApp. Customize sequences per customer segment and let the system handle follow-ups professionally.
Automated Reminder Sequence
ActiveEmail sent
WhatsApp reminder
SMS follow-up
Final notice
Seamless reconciliation
Payments sync back to Xero automatically. Bank feeds match with invoices, discrepancies surface early, and your books stay clean.
Payment Reconciliation
TodayAcme Corporation
INV-2847
$18,500
Auto-matched
TechFlow Inc
INV-2848
$12,200
Auto-matched
Global Ventures
INV-2849
$24,800
Pending
Ready to automate your Xero collections?
Connect OCTA with Xero and transform your receivables process. Get paid faster, with less effort.