Finmo + Xero Integration

Integrate Finmo to Xero in one click, or tell Integrately AI how you want each deal handled. Create sales invoices, sync contacts, log payments, and update your financial books automatically.

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1.
  • Finmo
    New deal is created in Finmo Instant
  • Finmo
    Deal note is created in Finmo Instant
  • Finmo
    Deal is submitted in Finmo Instant
  • Finmo
    Document request status is updated in Finmo Instant
  • Finmo
    Application is submitted by borrower in Finmo Instant
  • Xero
    Contact is created/updated in Xero
  • Xero
    Contact (supplier) in Xero
  • Xero
    Sales Invoice is created/updated in Xero
  • Xero
    Expense claim receipt is created/updated in Xero
  • Xero
    Payment is created/updated in Xero
  • Xero
    Quote is created/updated in Xero
  • Xero
    Account is created/updated in Xero
  • Xero
    Item is created/updated in Xero
  • Xero
    Purchase Order is created/updated in Xero
  • Xero
    Bill is created/updated in Xero
  • Xero
    Bank Transfer is created in Xero
  • Xero
    Bank Transaction is created/updated in Xero
  • Xero
    User is created/updated in Xero
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2.
  • Xero
    Add attachment to invoice in Xero
  • Xero
    Create project in Xero
  • Xero
    Create task in Xero
  • Xero
    Add attachment to contact in Xero
  • Xero
    Search item by name in Xero
  • Xero
    Get online invoice URL in Xero
  • Xero
    Update invoice items in Xero
  • Xero
    Create item code in Xero
  • Xero
    Add attachment to purchase order in Xero
  • Xero
    Create sales invoice in Xero
  • Xero
    Create sales invoice for existing contact in Xero
  • Xero
    Search sales invoice in Xero
  • Xero
    Get sales invoice by id in Xero
  • Xero
    Create contact in Xero
  • Xero
    Search contact by email address in Xero
  • Xero
    Search contact by name in Xero
  • Xero
    Update contact in Xero
  • Xero
    Search contact by account number in Xero
  • Xero
    Create payment in Xero
  • Xero
    Create quote in Xero
  • Xero
    Create bill in Xero
  • Xero
    Create purchase order in Xero
  • Xero
    Add items to existing sales invoice in Xero
  • Xero
    Send sales invoice by email in Xero
  • Xero
    Search item in Xero
  • Xero
    Create bank transfer in Xero
  • Xero
    Create credit note in Xero
  • Xero
    Create bank transaction in Xero
  • Xero
    Search account in Xero

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Ready Workflows Ready Workflows for Finmo + Xero Integration

Capture deals, create sales invoices, sync contacts, log payments, and update your records, all in just one click.

Most popular automationsmost-popular-automations
Finmo + Xero Integration

Create Xero sales invoice from new Finmo deal

Do you use Finmo to keep track of your company's deal? If so, did you know that you can also use it to create sales invoice directly in Xero?

This can save you a lot of time and hassle since you won't have to manually enter any information. Just set up this automation and start billing your customers right away.
Finmo + Xero Integration

Create Xero order for new Finmo deal

Managing your business finances can be a daunting task, but with the right tools it can be a lot easier. Finmo and Xero work together to make accounting and bookkeeping simple.

When you create a deal in Finmo, it will automatically create an order in Xero. This integration makes it easy to keep track of your business sales and expenses. Keep your finances organized and streamlined with Finmo and Xero.
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Finmo + Xero Integration

Create Xero task for new Finmo applicaion

It's important to stay on top of your customer relationships, and one way to do that is to create Xero tasks for new Finmo applicaions received. This way, you can follow up with your customers in a timely manner and ensure that their needs are being met.

Plus, by having a system in place for managing customer relationships, you'll be able to more easily scale your business as it grows. So go ahead and set up that Xero task for new Finmo applicaion received today - your customers will thank you for it!
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Connect more apps to your Finmo + Xero flow

Sync your mortgage and accounting data with CRMs, calendars, and payment tools to streamline your entire financial workflow. Pick a combination and activate it in one click.

Finmo
Xero
+
PipedrivePipedrive (3)
+
CalendlyCalendly (3)
+
StripeStripe (3)
+
GmailGmail (3)
+
SlackSlack (3)
+
Google DriveGoogle Drive (3)
F
P
X
Add every new Finmo deal to your Pipedrive pipeline, and create a sales invoice in Xero.
New Finmo deals appear in Pipedrive as sales deals and generate a new sales invoice in Xero instantly, eliminating manual data entry across platforms.
F
X
P
When a Finmo deal is submitted, update the contact in Xero and add a deal note in Pipedrive.
Submitted Finmo deals update contact details in Xero and record important deal notes in Pipedrive automatically.
F
X
P
When a document request status is updated in Finmo, create a quote in Xero and update the Pipedrive deal stage.
Document updates in Finmo trigger a new quote in Xero and advance the deal stage in Pipedrive.

Supported triggers and actions for Finmo and Xero

Mix and match to build the exact automation you need

Finmo
Finmo Triggers & Actions
Instant
New deal is created in Finmo
Triggers the automation when a new deal is created
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Instant
Deal note is created in Finmo
Triggers the automation when a deal note is created
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Instant
Deal is submitted in Finmo
Triggers the automation when a deal is submitted
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Instant
Document request status is updated in Finmo
Triggers the automation when the status of a document request is updated
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Instant
Application is submitted by borrower in Finmo
Triggers the automation when a borrower submits an application
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No action is available
Xero
Xero Triggers & Actions
Contact is created/updated in Xero
Triggers the automation when a contact is created or updated
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Contact (supplier) in Xero
Triggers the automation when a supplier contact is created or updated
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Sales Invoice is created/updated in Xero
Triggers the automation when a sales invoice is created or updated
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Expense claim receipt is created/updated in Xero
Triggers the automation when any expense claim receipt is created or updated
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Payment is created/updated in Xero
Triggers the automation when a payment is created or updated
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Quote is created/updated in Xero
Triggers the automation when a quote is created or updated
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Account is created/updated in Xero
Triggers the automation when an account is created or updated
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Item is created/updated in Xero
Triggers the automation when an item is created or updated
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Purchase Order is created/updated in Xero
Triggers the automation when a purchase order is created or updated
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Bill is created/updated in Xero
Triggers the automation when a new bill is created or updated
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Bank Transfer is created in Xero
Triggers the automation when a bank transfer occurs
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Bank Transaction is created/updated in Xero
Triggers the automation when a bank transaction is created or updated
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User is created/updated in Xero
Triggers the automation when a user is created or updated
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Add attachment to invoice in Xero
Attach files to generated invoices for easy reference
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Create project in Xero
Creates a new project
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Create task in Xero
Creates a new task
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Add attachment to contact in Xero
Attach files or documents to contact profiles
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Search item by name in Xero
Locates and retrieves particular item information
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Get online invoice URL in Xero
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Update invoice items in Xero
Updates the items in an invoice
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Create item code in Xero
Generates new unique item code
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Add attachment to purchase order in Xero
Uploads and attach files to purchase orders
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Create sales invoice in Xero
Generates a new sales invoice with pre-filled details
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Create sales invoice for existing contact in Xero
Generates a new sales invoice for an existing contact
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Search sales invoice in Xero
Searches for a sales invoice
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Get sales invoice by id in Xero
Retrieves a sales invoice using the unique invoice id
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Create contact in Xero
Adds a new contact to the database
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Search contact by email address in Xero
Finds and retrieves contact information using their email address
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Search contact by name in Xero
Finds information about a contact using the name
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Update contact in Xero
Updates contact information with new details
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Search contact by account number in Xero
Retrieves contact information based on the provided account number
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Create payment in Xero
Generates and process a payment transaction
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Create quote in Xero
Generates a new quote with pre-filled information
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Create bill in Xero
Generates a new bill for the customer
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Create purchase order in Xero
Generates a purchase order for approved requests
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Add items to existing sales invoice in Xero
Adds selected items to an existing sales invoice
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Send sales invoice by email in Xero
Sends a sales invoice by email
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Search item in Xero
Locates and retrieves particular item information
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Create bank transfer in Xero
Initiates a bank transfer
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Create credit note in Xero
Generates a credit note for returned items
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Create bank transaction in Xero
Generates a bank transaction
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Search account in Xero
Searches for account information
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What can you automate with Finmo + Xero?

Streamline your mortgage and accounting workflows by automating repetitive data entry and record-keeping tasks.

What you can automate?
๐Ÿงพ
Create sales invoices from new deals
Generate a new sales invoice in Xero automatically whenever a new deal is created in Finmo. Your accounting books update instantly without manual copy-pasting.
๐Ÿ“‹
Capture every submitted borrower field
Map available Finmo application answers into Xero contact fields and invoice line items. Your accounting records become a complete, reliable source for client billing.
๐Ÿ””
Notify your team on deal submission
Alert your finance or administrative channel the moment a borrower submits a deal in Finmo. Your team can review documents and verify invoices without delay.
๐Ÿ”€
Route records based on submitted data
Create different types of Xero contacts or invoices depending on specific mortgage values or borrower types submitted in Finmo.
๐Ÿ”„
Keep financial records up to date
Update existing Xero contacts and sales invoices whenever deal details or document request statuses change in Finmo.
๐Ÿ”
Search and update existing accounts
Check if a contact already exists in Xero before creating a new entry, preventing duplicate records and keeping your client database clean.
๐Ÿ’ณ
Handle payment and quote milestones
Create quotes, record payments, and generate bills in Xero automatically as mortgage applications progress through different stages in Finmo.
๐Ÿ”—
Extend your workflow to messaging apps
Trigger automated team notifications in Slack or email updates in Gmail alongside your Xero accounting entries when a Finmo deal is updated.
And much more...

Who is Finmo + Xero integration for?

Connecting Finmo and Xero eliminates manual data entry between your mortgage platform and accounting books, ensuring your financial records are always accurate.

Finance Managers
Finance Managers
Mortgage Brokers
Mortgage Brokers
Accountants
Accountants
Loan Officers
Loan Officers
Operations Teams
Operations Teams
Practice Owners
Practice Owners
๐Ÿ“ˆ
Finance Managers
You're reviewing revenue reports every week but your accounting ledger only updates when someone manually exports deal records, so the totals you're analysing against are always a few hours behind โ€” this integration means every new mortgage deal updates your financial books instantly and your figures stay current.
โšก
Mortgage Brokers
You need to issue invoices immediately when a client applies, and you find out too late when deal data is missing from your books โ€” automating both apps means every submitted application generates a Xero sales invoice right away and your billing workflow runs without delays.
๐Ÿค
Accountants
You answer to business partners who want to see exact revenue figures, but manual data transfers between platforms leave gaps in your audit trail โ€” with this integration, every deal and payment matches your Xero accounts automatically and your financial reporting remains spotless.
๐Ÿ“Š
Loan Officers
The volume of mortgage applications is too high for anyone to keep up by hand, leading to delayed invoicing and untracked client records โ€” connecting these apps means every new borrower submission creates a Xero contact and invoice without manual effort.
๐Ÿ”„
Operations Teams
You own the billing follow-up step and depend on someone upstream to hand over deal details from Finmo, causing bottlenecks in your daily accounting tasks โ€” this integration means your Xero sales invoices are generated the moment a deal is created so your workflow never stalls.
๐Ÿ—‚๏ธ
Practice Owners
You need a reliable history of all client transactions and keep finding missing invoices between your mortgage software and financial books โ€” automating both apps means every transaction is logged accurately and your business records have zero gaps.
Our team

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Why choose Integrately to automate Finmo + Xero

Build and manage your Finmo + Xero automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.

1,500+ apps connected
1,500+ apps connected
Connect Finmo + Xero with email, CRM, messaging, finance, support, and other tools whenever your process needs another step.
20M+ Ready Automations
20M+ Ready Automations
Start with 20 million+ proven automation templates instead of building everything from scratch. Pick the closest flow, connect your accounts, and automate in minutes.
AI that builds your automations
AI that builds your automations
Describe your workflow in plain English. Integrately AI builds it, maps fields, adds conditions, and even lets you edit it through chat.
24x5 Live Chat Support
24x5 Live Chat Support
Chat with a real person and get reply within 2-5 minutes. No bots, no tickets, no waiting โ€” just real help, right when you need it.
Free done-for-you setup
Free done-for-you setup
Tell our team what you need and we will help set up the automation in your account at no extra cost on any plan.
Secure by design
Secure by design
SOC 2 Type II and ISO 27001:2022 certified, with GDPR-compliant data practices. Your data and credentials are handled using recognised security and privacy standards.
How Integrately Works?

How Integrately Works?

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Connect Accounts
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Automation is ready
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Frequently Asked Questions

How do I connect Finmo to Xero?
Frequently Asked Questions
You can connect Finmo to Xero in 1 click using ready-made workflows or ask Integrately AI to build the automation and map the fields for your mortgage and accounting setup.
Can I automatically create Xero invoices when a Finmo deal is created?
Frequently Asked Questions
Can I connect Finmo, Xero, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Finmo and Xero?
Frequently Asked Questions
How does Finmo handle deal submissions with Xero?
Frequently Asked Questions
Can Xero contacts be updated from Finmo borrower data?
Frequently Asked Questions
Do I need coding skills to automate Finmo and Xero?
Frequently Asked Questions
Is the Finmo and Xero integration free?
Frequently Asked Questions
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You Can Also Connect Finmo or Xero With 1500+ Other Apps

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Xero
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Sync Xero with banking, project management, and reporting tools to keep financial data working across your entire business stack.
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