made.simplr & Xero

Login & Sign up seamlessly and securely. Import everything you need for your R&D claim through your Xero account.

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Why connect made.simplr to Xero

made.simplr is the easiest way for your firm to provide added-value to your clients without taking any risk. Track, plan & manage every R&D Claim. No drafts, no spreadsheets!

Easy data import

Xero Integration

100% Accurate

HMRC Compliant

Connect your Xero account

If you already have a made.simplr account, you can connect it with your Xero through the settings.

Sign in with Xero

You can easily create made.simplr account by signing up with your Xero account, and also use it to log into the platform.

Xero offers a central source of the truth

No matter how many bank feeds a customer uses or apps they connect with, Xero automatically brings it all together.

Get paid faster and improve cash flow

Easily create and send invoices with online payments and automated invoice reminders for faster payment.

Run your business from anywhere

Access your business finances anytime, from any internet-connected device, and use the Xero app for iOS and Android.

Connect and collaborate anytime

Invite your team and your advisors to work with you in real time from home, office, or on the go using the mobile app.

What Xero Does

Xero is online accounting software that lets you run your business easily and efficiently.

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Pricing

Basic

$05.99/ month

For individuals or teams just getting started with project.

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Unlimited projects
Unlimited activity log
Unlimited file storage
List view projects

Premium

$20.99/ month

For individuals or teams just getting started with project.

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Unlimited tasks
Timeline
Dashboards
Custom fields

Business

$50.99/ month

For individuals or teams just getting started with project.

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Portfolios
Goals
Workload
Custom rules builder

1.Select Xero import within the section you are editing

While editing the financial information of your claim, you can select the option to import them from xero, on the top right of the page.

2.Choose what type of information you want to import

When importing data for the employees you have the option to import information from Xero Payroll, or just from your invoices.

3. Select any relevant line and click Import. That’s it!

You can choose the lines that correspond to the section your are editing. Click import and everything will be set.

Data flow diagram

FAQ

How do I disconnect from Xero?
In the settings page of your account you can find a section that displays the xero connection status. You can disconnect each account individually.
What doesn’t your integration do?
Our integration’s purpose is to facilitate importing your financial data into our platform. It does not transfer any information back to Xero or alter the data inside your Xero account.
When and how does data sync occur? Is it manual, automatic, on login, in real-time. Are there any settings related to synchronizing?
The import process is done manually. It only happens after you have selected the Xero import button in any of the categories within a claim’s financial section. There is no syncing done automatically that you need to review.