UnifiedVU integrates Xero accounting software with all your favourite cloud SaaS web applications on to one screen to increase productivity
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.
Empowering your employees for business growth
On UnifiedVU Platform, Xero integrates with CRM (CapsuleCRM, Salesforce, Pipedrive and SugarCRM), Marketing (MailChimp, Google Maps and edocr), Productivity (Trello, Dropbox, Google and Microsoft), Customer Support (Zendesk), and Intelligence (Companies House and FullContact) software and data sources, bringing data and functionality on to one screen to help you complete your daily jobs and workflows faster and make best-informed decisions, all in real-time, without storing data in our servers.
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"
Andrew Threlfall Malinko
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.
Are you an Accountant, Bookkeeper or Value Added Reseller?
Accounts Payable (A/P), Accounts Receivables (A/R) and Customised 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.
APPLICATIONS AND USE CASES
For Sales Teams, Account Managers, Financial Teams, Customer Support Teams and Senior Managers
Single Customer/Supplier View
View Customer/Supplier records from all your software in one screen with Xero Debtor/Creditor Analysis respectively. Usually driven by CRM such as Salesforce, SugarCRM, Pipedrive, CapsuleCRM, etc.
Revenue and Cashflow Blocker Analysis
Identify the reasons why a customer has delayed payment, before you phone them, by unifying debtor analysis with customer support and sales. This simple process can help with your upselling
START WITH AS LOW AS ONE USER
Bring your team and the whole company, as you realise the value.