Xero Platinum Partner badge

Xero setup, integration & automation in Malta

As a Xero Platinum Partner, we make Xero the centre of your stack, setting it up properly, connecting it to monday.com, Cin7 and your other tools, and automating the invoicing and reconciliation your team does by hand today.

Invoices owed to you

Example

INV-0412

Project milestone · Client A

€4,800.00

Paid

INV-0413

Monthly retainer · Client B

€2,150.00

Awaiting payment

INV-0409

Consulting hours · Client C

€960.00

Overdue

INV-0414

Deal won in monday.com

€3,200.00

Draft

Xero services for growing SMEs

From a clean first setup to fully automated finance operations. We handle the technology so your finance team can focus on the numbers.

Xero setup & migration

Start clean or move across from Sage, QuickBooks or spreadsheets without losing history.

  • Chart of accounts and tracking categories designed for your reporting
  • Opening balances, contacts and historic data migrated
  • Bank feeds, VAT settings and invoice templates configured
  • Team roles, permissions and approval flows set up

Xero integrations

Xero becomes the financial source of truth when every other system feeds it automatically.

  • monday.com and CRM → Xero invoice and contact sync
  • Cin7 inventory → Xero COGS, purchase orders and reconciliation
  • Shopify and e-commerce sales posted to Xero
  • Custom integrations via the Xero API when no connector exists

Invoice & AR automation

Stop chasing payments by hand and shorten the time between doing the work and getting paid.

  • Invoices raised automatically from projects, deals or orders
  • Paidnice reminder schedules, late fees and early-pay discounts
  • PandaDoc quotes and contracts that turn into Xero invoices on signature
  • Overdue alerts routed to the right owner in monday.com

Reporting & dashboards

Real-time visibility of cash, receivables and project profitability, beyond the standard Xero reports.

  • Cash-flow and debtor dashboards built on live Xero data
  • Project and client profitability combining Xero with monday.com
  • Management reporting packs by tracking category
  • Alerts when KPIs move outside agreed thresholds

Most requested

Xero and monday.com, working as one

Our monday.com services
  1. 1

    Deal won or project completed in monday.com

  2. 2

    Draft invoice created in Xero with the right contact, items and tracking

  3. 3

    Paidnice chases payment on your schedule

  4. 4

    Paid status written back to the monday.com board

Xero Platinum Partner badge

Why businesses choose worqinc for Xero

  • Xero Platinum Partner, recognised by Xero for the depth of our work on the platform
  • Also a certified monday.com partner, so operations and finance get connected properly
  • Malta-based team that works alongside your accountant or bookkeeper
  • Integrations built on the Xero API when off-the-shelf connectors fall short

Apps we connect to Xero

We're partners with each of these platforms, so integrations are built on real product knowledge, not just a generic connector.

Use cases

Xero in real projects

Fintech & Automation

Eliminating Manual Invoicing for a Professional Services Firm

A 25-person consulting firm was spending over 12 hours per week manually generating invoices in a spreadsheet, chasing payments by email, and reconciling receipts against their Xero ledger. Late payments were averaging 47 days and cash flow was unpredictable.

Average payment time

47 days19 days

Late-payment write-offs

−68%

Finance time reclaimed

10+ hrs/wk

How it connects

monday.com
Tracket
PandaDoc
Xero
Paidnice

Related use cases

Xero products we implement

  • Xero logoXeroCloud accounting: invoicing, bank feeds, reconciliation and reporting.Fintech & Accounting

Your Xero team

Fintech & Accounting

Works well with Xero

Xero partner FAQs

Can you set up Xero for a business in Malta?

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Yes. We configure Xero for Maltese SMEs, chart of accounts, VAT settings, bank feeds, invoice templates, tracking categories and user permissions, and work alongside your accountant so the setup matches how they report.

Can you migrate us to Xero from another accounting system?

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We migrate businesses to Xero from Sage and spreadsheets, bringing across contacts, opening balances and the history you need, then reconcile to make sure the numbers tie out before you go live.

How do you integrate monday.com with Xero?

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We connect monday.com boards to Xero so that a won deal, completed project or approved timesheet creates a draft invoice in Xero automatically, contacts stay in sync, and invoice and payment status is written back to monday.com for the whole team to see.

Does Xero integrate with Cin7 inventory?

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Yes. Cin7 posts sales, purchases and cost of goods sold into Xero so inventory and accounting stay aligned. We configure the mapping, tax rates and tracking so reconciliation becomes a quick review instead of a manual job.

Can Xero chase unpaid invoices automatically?

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Combined with Paidnice, Xero can send scheduled payment reminders, apply late fees or early-payment discounts and escalate overdue accounts. We set up the schedules and messaging so they match your client relationships.

Are you accountants?

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No. We are a technology partner. Our team is composed of individuals that used to be accountants, but now they focus on technology implementation and integration. We set up, integrate and automate Xero, and we work alongside your accountant or bookkeeper, who continues to handle compliance, tax and statutory reporting.

Get more out of Xero

Tell us how your finance workflows run today and we'll show you what can be automated, free, no obligation.

Book a free consultation