Coast + Xero

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What is Xero?

Xero is a cloud-based accounting software platform that businesses use to manage invoicing, expenses, payroll, bookkeeping and financial reporting. It’s widely used by small and mid-sized businesses for real-time financial management and integrations with operational software tools.

What can you do with Coast + Xero?

By connecting Coast with Xero, Coast users can automatically generate invoices from completed work orders. That means maintenance and accounting teams can stay aligned while reducing manual administrative work and improving visibility into maintenance-related expenses.

 

For example, when a maintenance work order is completed in Coast, labor hours, parts and associated costs can automatically sync into Xero as invoice line items.

 

Key benefits:

 

  • Automatically create Xero invoices from completed Coast work orders.
  • Sync labor, parts and maintenance costs into accounting workflows.
  • Reduce manual data entry and administrative overhead.
  • Improve billing accuracy and maintenance-spend visibility.
  • Streamline workflows between maintenance and accounting departments.
  • Track maintenance-related revenue and expenses more efficiently.

What are the requirements to use this integration?

  • Coast Enterprise subscription
  • Coast admin permissions only
  • iPaaS integration with Zapier