Complete WhatsApp Billing Automation for Xero
Connect accounting data with customer messaging to automate invoice reminders, improve collections, and keep your finance workflows moving.
14 Days
Free trial on new setup
10 Min
Average quick setup time
24/7
Automation-ready workflows
Most integrations are delivered through n8n automation workflows. A one-time setup fee of $30 applies.
Customer and Invoice Context
Keep billing communication aligned with customer records and invoice lifecycle updates from Xero.
Payment Reminder Automation
Send timely WhatsApp nudges before and after due dates with personalized message logic.
Collections Visibility
Measure outreach performance, response rates, and recovery trends from one operational view.
What You Can Automate in Xero Workflows
- Sync invoice and customer context for WhatsApp follow-ups
- Trigger payment reminders from status changes in Xero
- Automate due-date, overdue, and renewal communication
- Segment outreach by invoice amount, status, or customer tags
- Assign finance conversations to team members with visibility
- Track campaign outcomes tied to payment and collection flows
How the Integration Works
Connect your billing operations and customer communication in four simple steps.
Connect Xero and ChatSync
Authorize access and map customer records, invoices, and communication owners.
Define Reminder Rules
Set automation for upcoming due dates, overdue invoices, and collection escalations.
Launch WhatsApp Sequences
Send personalized payment prompts with links, context, and smart fallback paths.
Measure Collections Performance
Track delivery, response, and recovery trends to optimize cash-flow workflows.
Feature Depth for Finance Teams
Everything needed to drive better collections and customer billing communication.
AI and Workflow Automation
Run smart follow-up flows based on billing status, customer behavior, and finance event triggers.
Secure Billing Communication
Protect customer interactions with reliable delivery and secure communication handling.
Global Customer Messaging
Engage customers across regions using WhatsApp-first communication for better response rates.
Fast Time to Setup
Move from integration to active invoice reminders quickly with minimal operational overhead.
Popular Use Cases
Deploy repeatable finance communication playbooks with minimal manual effort.
Automated invoice due reminders before deadline
Overdue recovery workflows with staged follow-ups
New invoice notifications with payment link sharing
Subscription renewal and failed payment nudges
Finance-team assignment for high-value accounts
Customer onboarding messages tied to billing milestones
Use the Same Plans You Already Have
Simple monthly pricing for your Xero + WhatsApp workflows.
Starter
Ideal for startups and small operations
- 10k messages/month
- 10 campaigns
- 1,000 contacts
- 5 canned replies
- 2 team members
- API & webhook access
Pro
Scale your reach with advanced tools
- 35k messages/month
- 30 campaigns
- 2,000 contacts
- 15 canned replies
- 5 team members
- API & webhook access
Agency
Ultimate power for large-scale operations
- Unlimited messages
- Unlimited campaigns
- Unlimited contacts
- Unlimited canned replies
- Unlimited team members
- Full API & webhook access
No credit card required for trial. Cancel anytime.
One-time integration setup fee: $30.
Frequently Asked Questions
Quick answers before you launch your first finance automation flow.
Can I automate invoice reminders from Xero?
Yes. You can trigger WhatsApp reminders for upcoming due dates, overdue invoices, and payment follow-ups.
Can my finance team collaborate on conversations?
Yes. Teams can view shared message context, assign conversations, and coordinate collections workflows.
Can I customize messaging based on invoice status?
Yes. Flows can be segmented by invoice stage, value, customer profile, and payment behavior.
Do I get the same ChatSync pricing plans?
Yes. Xero integrations use the same Starter, Pro, and Agency plans you already have.
How are most integrations implemented and priced?
Most integrations are implemented through n8n automation workflows. A one-time setup fee of $30 applies.
Ready to Automate Xero Billing Conversations?
Launch invoice reminders and payment follow-ups with WhatsApp workflows built for growth.