Complete Inventory and Accounting Control with Xero Integration
The Plan-It Xero integration helps you improve profit margins, streamline stock management, and maintain accurate inventory records. Automatically sync inventory, sales, and financial data with Xero in real time, eliminating manual entry and reducing errors. Manage inventory accounting effortlessly while gaining clear visibility into costs, margins, and overall business performance.
Plug In, Automate, and Save Hours
with Xero Stock Control
Set up the Plan-It + Xero integration quickly and start automating your inventory and accounting workflows. Enjoy accurate stock tracking, real-time data sync, and simplified inventory accounting without manual effort. Reduce errors, save valuable time, and manage your business with confidence using a seamless Xero-connected solution.
Connect to Xero in seconds
Getting started is quick and simple. Automatically sync tax codes, customer details, and sales data between Plan-It and Xero in real time for smooth, error-free accounting.
Gain total stock visibility
Gain full visibility into every stock movement across your business. Track inventory performance all the way through to profit & loss and balance sheet reporting with confidence.
Boost inventory accuracy
Keep your data perfectly aligned at all times. Any stock movement, sale, or adjustment is instantly updated across both Plan-It and Xero, reducing errors and manual corrections.
Multichannel sales
Centralise your sales and manage orders from multiple channels in one place. Sell on your preferred platforms without the hassle of manual reconciliation or data duplication.
Streamline fulfilment
Process and fulfil orders faster with automated workflows. Benefit from smart currency conversion and optimised pricing to improve efficiency and accuracy across regions.
Simplify your stocktaking
Make inventory audits faster and easier. Perform rolling stocktakes and inventory checks without disrupting daily operations or slowing down your team.
Purchase order management, simplified in PlanIT
Explore how the Plan-It + Xero integration streamlines inventory operations while keeping your accounting accurate and up to date. From automated data syncing to advanced stock control, Plan-It helps you manage inventory more efficiently and make smarter financial decisions—all while working seamlessly with Xero.
Perpetual Stock Updates
Plan-It updates Xero in real time to deliver complete financial clarity and instant visibility into every stock movement. Track inventory performance all the way through profit & loss and balance sheet reporting with confidence. By reducing manual data entry, Plan-It improves accuracy and ensures consistent financial records. Save valuable time and lower operational costs every month with a fully automated inventory-to-accounting workflow.
Payable Transactions Updates
Plan-It automatically sends payable transactions to Xero whenever stock is received, including cost invoices from multiple suppliers. This ensures all purchase and inventory costs are captured accurately and ready for payment and reconciliation. By keeping both systems continuously updated, Plan-It eliminates discrepancies between inventory and accounting data. The result is consistent records, improved financial accuracy, and smoother supplier management.
Instant Reconciliation
Plan-It works seamlessly with Xero to automatically and securely reconcile your transactions in real time. This prevents data mismatches and removes the need for time-consuming manual reconciliation. Review and verify reconciled transactions directly in Xero whenever needed for complete accuracy. Maintain clean, reliable financial records while saving hours of administrative effort.
Receivable Updates
When a sale is completed in Plan-IT, the details are instantly sent to Xero, and as stock levels change, Plan-IT automatically updates stock values and the cost of sales in real time, keeping your inventory accurate, your profit reports precise, and your financial records reliable, so you can focus on growing your business without worrying about manual updates.
Customisable Credit Limits
Keep full control over outstanding invoices in Plan-IT and Xero by setting credit limits for your customers, and let the system automatically sync and update the value of unpaid invoices from Xero in real time, ensuring you always have an accurate view of what’s owed, can manage credit safely, and make informed decisions without any manual effort.
Tracking Categories Sync
Xero’s Tracking Categories feature simplifies your accounting by removing the need for multiple account codes, making reporting faster and easier, and allows you to select which tracking categories appear on your sales invoices and purchase orders for clearer, more organized financial records.
About Xero
Xero is a cloud-based accounting and payroll platform designed for small businesses, offering powerful financial tools for merchants and their accountants. With Xero, you can collaborate in real time from anywhere, integrate effortlessly with your other business apps, and manage all your financials in one place—including invoicing, bookkeeping, and tax management—making your business operations simpler and more efficient.
Key Benefits for Xero Users:
Collaborate in real time from anywhere in the world.
Seamlessly integrate with your other business apps.
Keep all your financials in one central location: invoicing, bookkeeping, and tax management.
