Skip to content

Apps / Xero

[Live]

Xero

Send invoices and payments to your Xero books

Overview

Invoices, deposits and payouts flow from Sovica into Xero as they happen. Month end stops being a rekeying job.

How it works

  1. Install Xero from your Sovica workspace.
  2. Choose what it reads and what it can write back.
  3. Use it in workflows, sequences and agents, with everything on the patient record.

Configure

  1. Install the app.
  2. Click Connect and sign in to Xero.
  3. Approve the access request.