The Books and the Job Match, Automatically
Connect Xero once and every invoice matches itself to the deal it belongs to. No more emailing the site for a job's real numbers — the estimate, the invoices, and the projected-to-come all live on the same deal.
Xero (and MYOB, coming) are never paywalled — connect on day one, on any plan.
The number you reconcile is the number your client sees
Xero invoices match to deals by client automatically and feed the same cost-tracking figures both sides look at — invoiced totals, work in flight, and where a category is drifting over estimate. Below is that live number exactly as your customer sees it in their portal — no separate spreadsheet to keep in sync with what you're telling them.
- Xero on every plan. Accounting integrations are never gated — connect Xero from the Solo plan up.
- Cost tracking & projected-to-come. Set a revised at-completion figure per category and watch projected-to-come burn down as invoices land.
- A live number, not a month-end one. The picture updates as invoices sync — no waiting for a builder to send a spreadsheet at month end.
One estimate, one source of truth for both sides
Whether the estimate was built natively or synced from Buildxact, it sits on the deal itself — the same numbers your invoices get checked against, exportable as a clean, versioned Excel workbook whenever you need a record.
- Client-ready Excel export. Turn any estimate into a branded workbook in one click — useful for lenders, insurers, or your own file.
- Versioned snapshots. Freeze the workbook at key moments — deposit, lock-up, handover — and keep an audit trail of what changed.
Xero is on every plan; cost tracking comes with Crew
Reconcile once. Trust it every time.
Xero and the financial overview are on every plan; cost tracking and Excel exports come with Crew.
See pricing