UnifiedVU Xero Applications and Workflows
Bringing data and functionality from all your business software on to one screen to help you get the best out of Xero.
Identify and fix reasons for late payments, sync Invoices with Bills, identify sales deals under threat, see the single truth about your customer or supplier in one place, and more.
Getting started couldn't be easier
Book a 30-minutes DEMO before starting a 14-day free trial. This will give us an opportunity to understand the software you use, the problems associated with them and how best to solve those through UnifiedVU Platform.
Xero Customer Testimonials
Proof is in the pudding - here's what a XERO customer's say
"UnifiedVU certainly solves a real headache we have managing our growing customer base – helping us see CRM, support and financial activities in one place"
UnifiedVU Xero Apps
Accounts Payable (A/P), Accounts Receivables (A/R) and custom-built Apps to suit your specific needs.
Xero Accounts Receivables (A/R)
Xero A/R or Debtor Analysis App displays overdue, due and paid invoices. When a Customer is selected on an adjacent App, Xero App displays invoices related to that customer.
Search allows display of invoices for a searched customer.
When an invoice is selected, adjacent Apps displays data associated with the Customer, e.g. Zendesk (tickets), Trello (cards/tasks), Pipedrive (sales opportunities), etc
Donut shows aged invoices split into date ranges. Bar chart shows invoice status over a 12 month period.
Xero Accounts Payables (A/P)
Xero A/P or Creditor Analysis App displays overdue, due and paid Bills. When a Supplier is selected on an adjacent App, Xero App displays Bills related to that customer.
Search allows display of Bills for a searched supplier.
When a Bill is selected, adjacent Apps displays data associated with the Supplier, e.g. Trello (cards/tasks), Companies House (company records), etc
Donut shows aged Bills split into date ranges. Bar chart shows Bill status over a 12 month period.
As organisations use more software than ever before, data and functionality are now scattered across many applications resulting in having to switch and toggle between these applications to complete daily jobs and workflows. In addition, reliance on others for information due to lack of access or training hinders productivity.
UnifiedVU brings data and functionality from all your software and data sources on to one screen in real-time to increase organisational productivity. Daily jobs and workflows can now be streamlined and completed faster. Decisions can now be made with up-to-date information resulting in rapid growth of your business.
Xero Applications
Your opportunity to help contribute to growth of your organisation
Xero + CapsuleCRM
When a customer is selected in CapsuleCRM, Xero displays due, overdue and paid invoices related to the customer.
Xero + Zendesk
When an invoice is selected in Xero, Zendesk displays associated support tickets, indicating the reasons for late payment.
Xero + Companies House + Google Map
When an invoice is selected in Xero, Companies House shows general information, officers of the company and latest filings. Google Map shows the location of registered office.
Xero + Google Drive
When an invoice is selected, Google Drive shows documents related to the customer. Easy way to find proposals, terms and conditions, reports, etc without having to search document management systems.
Xero + SugarCRM
When a customer is selected in SugarCRM, Xero displays due, overdue and paid invoice details, all in one screen
Xero + Salesforce
When a customer is selected in Salesforce, Xero displays due, overdue and paid invoice details, all in one screen
Xero + Trello
When an invoice is selected in Xero, Trello displays outstanding cards/tasks related to the customer.
Xero + Pipedrive
When a customer is selected on Pipedrive, Xero displays related invoices. At the same time, Pipedrive displays sales opportunities.
Xero Daily Jobs and Workflows
How Xero interacts with your software and data sources on UnifiedVU
Select Invoice
Displays related Invoices
Select Invoice
Displays related Invoices
Displays related Invoices
Select Invoice
Displays related Invoices
Select Invoice
Select Invoice
Displays related Invoices
Select Invoice
Displays related Invoices
Select Invoice
Select Invoice
Select Invoice
Select Invoice
Display related Invoices
Select Invoice
Select Invoice
Select Invoice
Select Invoice
Select Invoice
Select Invoice
Shows related Bills
Select Bill
Select Bill
Displays related Bills
Displays related Bills
Select Bill
Displays related Bills
N/A
Select Bill
Displays related Bills
Select Bill
Displays related Bills
Select Bill
Select Bill
Select Bill
Select Bill
Displays related Bills
Select Bill
Select Bill
Select Bill
Select Bill
Select Bill
Select Bill
N/A
N/A
CapsuleCRM Contacts
CapsuleCRM Contacts
CapsuleCRM List
Pipedrive Contacts
Pipedrive Contacts
Pipedrive Sales Opportunities
Salesforce Contacts
Salesforce Contacts
SugarCRM Contacts
SugarCRM Contacts
Google Drive
Microsoft OneDrive
Dropbox
MailChimp Contacts
MailChimp Campaigns
Zendesk
Trello Cards with any App
Companies House
Google Maps
FullContact
edocr
N/A
N/A
Show Contact & Company details
Select Contact or Company
Select Contact or Company
Show Contact & Company details
Select Contact or Company
Show related Deals
Show Contact & Company details
Select Contact or Company
Show Contact & Company details
Select Contact or Company
Show related Files
Show related Files
Show related Files
Show Campaign Responses
Select Contact on Campaign
Show related Tickets
Show related Cards
Show related Company Records
Show related Location
Show related Social Profiles
Show shared Documents