Xero + Forecast

With Forecast for Xero, you're able to integrate your project data into your accounting system seamlessly.
Finance, Accounting & Expenses Visit the Xero website

Connect Projects to Xero Accounting for Accurate Invoicing

Forecast's integration with Xero makes it fast and efficient to get paid for the work you do. Leverage the power of Xero to send customized invoices and use Forecast to gain clarity into your payments. All done in a seamless manner.

Send invoices through Forecast directly to Xero

With Xero integration, you can send invoices through Forecast directly to Xero in a matter of minutes. Synchronize billable hours and charge clients for Time & Materials, Retainer, or Fixed Price projects supported in Forecast.

Invoicing with Forecast goes hand-in-glove with Xero. Once activated, we automatically add a new Xero icon to your invoice to go directly to the invoice in Xero. All invoices and payments can be followed closely in the Budget tab and monitored from a portfolio perspective at the invoicing page or in the reports section.

Xero Invoicing view

Get paid for the work you do

By connecting Xero and Forecast you get real-time insights into outstanding money across the entire portfolio, no matter what project billing type you choose. The balance is monitored real-time in Forecast, easy for project delivery teams to follow and ensure that billability is increased.

Overview of all billable items

Maximize profitability and minimize risk

Evaluate the financial success of your entire project portfolio. Improve your project profitability and gain powerful insights into your business with up-to-the-minute updates.

Budget with invoice

Bring your billable-work information seamlessly into Xero

Ensure invoicing accuracy populating logged time and expenses on projects into invoices with ease. Connect Forecast with Xero and see logged payments automatically. 

About Xero

Xero is the world-leading online accounting software built for small businesses.

  • Get a real-time view of your cash flow. Log in anytime, anywhere on your Mac, PC, tablet or phone to get a real-time view of your cash flow. It’s small business accounting software that’s simple, smart, and occasionally magical.
  • Run your business on the go. Use our mobile app to reconcile, send invoices, or create expense claims - from anywhere.
  • Get paid faster with online invoicing. Send online invoices to your customers - and get updated when they’re opened.
  • Reconcile in seconds. Xero imports and categorizes your latest bank transactions. Just click ok to reconcile.

Find out more, or try Xero Accounting Software for free.