Xero and inForm integration – accounting nirvana.

inForm integrated with Xero

Xero is an easy to use but powerful online accounting system that’s designed specifically for small businesses. This makes it perfect for health and fitness businesses.

What’s inForm? Well it’s Simple Health and Fitness Business Software that you’ll love!

Never miss a booking again

We know as health professionals that managing your time is one of the most important things to get right – not to mention one of the greatest challenges! That’s why we’ve built easy to use features into our calendar, so you can effortlessly manage your appointments and get insight into how you spend your day. Know exactly where, when and who you’re meeting, and what type of appointment it is.

inForm Scheduling and Xero

Know your clients intimately

You’re deeply passionate about helping your clients get and stay healthy. So are we. That’s why we’ve built features that help you securely manage your client’s information. With inForm you can manage your client details, including contacts, addresses, phone numbers, email, purchases, notes, attachments, injury history, referral details, health fund and more.

Scheduling CRM and Xero

Keep track of your money

Effortlessly manage your account and let inForm manage your workflow from your appointments all the way through to creating great looking client invoices. As we all know business success rides on cash flow – understand what’s coming in & what’s still out there and have budgets, sales and expenses nailed.

Update your customers

We’re all about building deeper relationships with clients and customers and having the business management stuff wrapped up is great – but you also enjoy communicating with your current clients and bringing on new ones!

inForm and Xero integration: the easiest way to manage your sales and expenses

Xero-inForm_Add-on-Partner• Automatically push daily sales totals into Xero for simple bank reconciliation.
• Automatically push your expenses into Xero for simple bank reconciliation.
• Automatically push supplier contacts from inForm to Xero.
• Use Xero to reconcile your accounts using bank feeds.

 

What is Xero?

Xero is easy to use online accounting software that’s designed specifically for small businesses.

• It’s all online, so you can work when and where you want to. Just login with your PC, Mac or mobile.

• Your bank statements are automatically imported and categorized, letting you see your cashflow in real-time.

• Invite your team and work together on financials. You can collaborate over your up-to-date numbers.

• Xero has all you need to run your business – including invoicing, paying bills, sales tax returns, reporting and much more.

Find out more or try Xero Accounting Software for free.

 

How to connect Xero and inForm

Sign in to your inForm account and go to “Preferences > My Business”. Follow the simple steps and you’re up and running!


Save time and simplify the day-to-day with inForm. Try a FREE 14-day trial.

Whether you run a health, fitness or other time based business inForm combines scheduling, CRM, and finance in one simple app. Manage your business from all your devices, anytime / anywhere, and enjoy the piece of mind with automatic data backups.

 

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