TwixRiva is a Salesforce and Xero integration solution to grow your business. It allows you to raise Invoices from defined Salesforce objects and track their status. It removes double data entry for finance teams, as well as the associated risk of manual errors.
Salesforce customers want to see their customers’ financial data within Salesforce. Xero is an online accounting software built as a SaaS platform from its inception for SMEs. Trusted by more than 2 million small businesses worldwide, Xero is fast, simple software that’s changing the way the world manages their accounts.
A Salesforce native solution to integrate seamlessly with your Xero accounting software.
EASY: User-friendly features and mobile-enabled to facilitate proactive financial management of customer and supplier accounts from anywhere.
SECURE: Controlled access to customer and supplier accounting based on user profiles within Salesforce and Xero means you have two layers of safety.
RELIABLE: A two-way solution to synchronise data between Salesforce and Xero, ensuring your key people can access consistent, accurate data from either platform to efficiently fulfil their roles.
Some key features of TwixRiva are:
INVOICING MADE EASY
Create, view and send invoices directly to customers from Salesforce at the click of a button. Drive the financial performance of your customers and projects directly in Salesforce. Create invoices from any custom object in Salesforce. Save time, improve accuracy, fast-track time-to-payment.
INVOICE STATUS TRACKING
Gain real-time visibility in Salesforce for your customers’ Due, Paid and Overdue invoices. Proactively manage your customer payment cycles and get paid faster.
INTEGRATE SUPPLIER BILLS
Create and track supplier bills from any custom object in Salesforce.
TRACK CUSTOMER HEALTH WITH DASHBOARDS AND REPORTS
Easy-to-create dashboards and reports help you focus and take action to maximise the financial health of your customer portfolio. Track suppliers and identify trends in meeting your payment deadlines.
TIMESHEETS TALK DIRECTLY TO PAYROLL
Timesheets submitted in Salesforce feed directly into Xero to streamline your payroll. Single entry data increases accuracy and saves valuable hours.
DATA SYNC FOR CONSISTENCY AND ACCURACY
Two-way synchronisation between Salesforce and Xero gives you reliable data across both platforms every time. Reducing double-handling of vital financial data increases accuracy and saves time.
What this means for Customers?
Create invoices from any object in Salesforce and synchronise to Xero
Synchronise invoices from Xero to Salesforce to get a true 360 view of a customer
Synchronise Contacts from Xero to Salesforce
Synchronize payments from Xero to Salesforce
Download invoice directly from Salesforce
View invoices and credits on a Salesforce Account
Create bills from Salesforce and synchronise to Xero
Synchronise bills from Xero to Salesforce
Synchronise Timesheets from Salesforce to Xero
Multi-currency is supported natively
TwixRiva includes custom objects that are added to Salesforce, such as: Xero Contacts, Xero Invoices, Xero Payments, Xero Invoice Lines, Bills.
Xero Contacts - are an exact copy of your Xero Contacts (Customers and Suppliers). Containing all information specified on a Xero Contact including address details, Payment Terms, and bank account details. Xero contacts can be linked to new or existing Salesforce Accounts easily, ensuring you can view all available information in one place.
Xero Invoices/Bills - Invoices from Xero are synchroised in real time to Salesforce to allow accurate tracking of invoiced amounts, current status and invoice aging. Xero invoices can be downloaded in the Xero PDF format, directly from Salesforce. No more need to log in to Xero to simply download a copy on a customers invoice!
Payments - All payments marked in Xero against an Invoice are tracked and visible within Salesforce.