Managing a window, door, and conservatory retail business involves more than just installations—you also need to keep on top of finances.
With Business Pilot’s seamless integration with Xero, financial management is simpler, faster, and more accurate. Connect your CRM with Xero and streamline invoicing, payments, and financial reporting.
Our Xero integration eliminates the need for double entry, reduces errors, and ensures seamless financial tracking. Here’s how it benefits your installation business:
Sync Invoices Automatically – Raise invoices in Business Pilot and push them directly into Xero, ensuring your financial records stay up to date.
Track Payments with Ease – Payments recorded in Xero will automatically update in Business Pilot, giving you real-time insight into outstanding balances.
Eliminate Manual Data Entry – Reduce errors by syncing customer and invoice details between Business Pilot and Xero, so you never have to enter the same information twice.
Gain Clear Financial Visibility – With invoices, payments, and outstanding balances visible in both systems, you’ll always know where your business stands financially.
VAT and Compliance Made Simple – Xero’s automatic VAT calculations and reporting features help ensure compliance, making tax returns a breeze.
Business Pilot isn’t just a CRM—it’s a complete business management solution designed for window, door, and conservatory retailers. Our integration with Xero means your business benefits from:
One Centralised System – Manage leads, projects, finances, and compliance in a single, user-friendly platform.
Faster Payments, Better Cash Flow – Automated invoicing and real-time payment updates help you get paid quicker.
Reduced Admin Time – Automate financial processes and free up more time to focus on growing your business.
Accurate, Real-Time Reporting – Get a clear financial picture with synced data between Business Pilot and Xero.
Effortless Accounting Compliance – Keep your books in order with Xero’s HMRC-compliant VAT submissions and financial tracking.
Take the hassle out of financial management and focus on what really matters—running and growing your installation business. With Business Pilot’s powerful Xero integration, you can streamline invoicing, improve cash flow, and reduce admin time.
Start your free trial today and experience the benefits of smarter financial management.
© Business Pilot (CRM) Ltd
