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"

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Andrew Threlfall Malinko

UnifiedVU Xero Apps

Accounts Payable (A/P), Accounts Receivables (A/R) and custom-built Apps to suit your specific needs.

Xero Debtor Analysis

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 Creditor Analysis

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

Xero + Zendesk

When an invoice is selected in Xero, Zendesk displays associated support tickets, indicating the reasons for late payment.

Customer intelligence

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

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

Xero + SugarCRM

When a customer is selected in SugarCRM, Xero displays due, overdue and paid invoice details, all in one screen

Xero + Salesforce

Xero + Salesforce

When a customer is selected in Salesforce, Xero displays due, overdue and paid invoice details, all in one screen

Xero + Trello

Xero + Trello

When an invoice is selected in Xero, Trello displays outstanding cards/tasks related to the customer.

Pipedrive + Xero

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

Xero A/P
Action/Response

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

Xero A/R
Action/Response

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

App
Read with 4th column

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

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App
Action/Response

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

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UnifiedVU Platform

First of it's kind

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