Integrations · Live

Keep your removals accounts up to date with Xero

Connect Move Agent with Xero to reduce duplicate data entry across one-off, quote and recurring invoices.

Move Agent Xero integration connected to removals invoicing and accounting workflows

The short answer

How does the Xero integration work?

Connect Move Agent to Xero and keep your accounts up to date without duplicate data entry. Create one-off, quote and recurring invoices in Move Agent, then send them to your connected Xero organisation automatically or manually.

Customer details stay matched, while Move Agent continues to manage invoice delivery, reminders and payment links through the Stripe integration.

  • One-off, quote and recurring invoices
  • Automatic or manual sending to Xero
  • Matched customer details
  • Invoice delivery, reminders and Stripe payment links
Keep finance up to date without recreating every invoice

Exposed

Keep finance up to date without recreating every invoice

When removals teams retype customer and move details into accounting, small differences create avoidable checks. Invoice values, customer records and recurring charges can drift apart just when the office needs a dependable financial trail.

Where does duplicate finance admin slow you down?

Repeated customer entry Invoices rebuilt by hand Quote details disconnected Recurring charges missed Manual account matching Separate payment follow-up

The solution

Send Move Agent invoices to the Xero organisation you use

Create and manage the invoice in the removals workflow, then send it to Xero automatically or when your team is ready. Move Agent keeps the customer and job context close while Stripe supports payment links, delivery and reminders.

Send Move Agent invoices to the Xero organisation you use

How the Xero connection fits the workflow

Create the right invoice from the move

Use the customer, quote and job information already organised in Move Agent to create one-off, quote or recurring invoices.

What you get

Less retyping Clearer invoice detail Connected job context

Send invoices to Xero

Send invoices to your connected Xero organisation automatically or manually according to the workflow your team prefers.

What you get

Flexible handoff Up-to-date accounts Fewer manual checks

Keep customer and payment context together

Match customer details while Move Agent continues to manage invoice delivery, reminders and payment links through Stripe.

What you get

Matched records Clearer follow-up Simpler payment journey

The outcome

A cleaner route from move activity to accounts

Xero stays focused on accounting while Move Agent keeps the operational invoice workflow connected to the customer and job.

A cleaner route from move activity to accounts

Reduce duplicate entry

Reuse customer, quote and job information when preparing invoices instead of rebuilding it in Xero.

Support one-off and quote invoices

Create invoices from the removals workflow for the work your team has agreed and recorded.

Handle recurring storage billing

Keep recurring invoice schedules attached to the customer and storage activity they relate to.

Choose when to send

Send invoices to Xero automatically or manually, according to your configured process.

Keep customers matched

Maintain a clearer connection between the customer in Move Agent and the connected Xero organisation.

Keep payments moving

Continue using Move Agent for invoice delivery, reminders and Stripe payment links.

Connected workflow

How Move Agent and Xero work together

  1. Quote or job ready
  2. Invoice created
  3. Customer matched
  4. Sent to Xero
  5. Payment followed up
Removals office team, surveyors and moving crew working together

Who it helps

For removals teams using Xero for accounting

The connection helps finance, office and operations teams keep accounting activity aligned with the move without handing every financial task to the accounting system.

  1. For

    Finance teams

    Receive invoice information in the connected Xero organisation with clearer source context.

  2. For

    Office teams

    Create invoices and manage delivery, reminders and payment links from the Move Agent workflow.

  3. For

    Operations teams

    Keep invoice activity tied to the customer, quote and job details behind the move.

  4. For

    Business owners

    Reduce finance admin while keeping the accounts and operational record better connected.

Xero integration FAQs

Questions about connecting Move Agent with Xero

See how Xero fits with removals invoicing, recurring storage billing and payment follow-up in Move Agent.

Yes. Move Agent connects with Xero so supported invoices can be sent to your connected Xero organisation while customer and job context remains organised in Move Agent.
You can create one-off, quote and recurring invoices in Move Agent and send them to your connected Xero organisation.
Yes. Your team can configure invoices to be sent automatically or send them manually when the invoice is ready for the connected Xero organisation.
Yes. The integration keeps customer details matched so the invoice can be connected to the right accounting record without duplicate customer entry.
Move Agent continues to manage invoice delivery and reminders. Xero receives the invoice for accounting, while Stripe can provide payment links through the Move Agent workflow.
Yes. Move Agent can continue to manage payment links through the Stripe integration while Xero receives the relevant invoice for accounting.
Yes. Create recurring storage invoices in Move Agent and send them to the connected Xero organisation as part of the configured accounting workflow.
No. Xero remains the accounting platform, while Move Agent manages removals enquiries, quotes, jobs, invoicing workflows and customer and move context.
Move Agent Xero integration connected to removals invoicing and accounting workflows

Discovery call for removals teams

Book a discovery call

See how the live Xero integration can keep your removals invoicing and accounting workflow connected without duplicate data entry.