About Xero
Xero is a cloud-based accounting platform that simplifies financial management and boosts productivity. It provides real-time updates, allowing users to track cash flow, handle invoices, and reconcile bank transactions for any business. The platform’s user-friendly interface makes it simple to generate financial reports, offering clear insights into business performance. Xero integrates with numerous third-party apps, ensuring smooth operations and data accuracy across various business functions.
WPForms users integrate WordPress with Xero to automatically add new contacts when they submit a form. For instance, a consulting firm could use this to instantly create client profiles in Xero when potential customers fill out an inquiry form. This saves time and reduces manual data entry errors. You can also update a Xero contact from a WPForms submission. An eCommerce store might use this to update customer information when they complete a profile update form on the website. For example, if a customer changes their billing address through a WPForms submission, this information can be automatically updated in Xero, ensuring accurate invoicing.