Installation Company ERP / CRM

In the news

Business Pilot integrates with Xero!

Business Pilot extends its list of integrations by now having a realtime connection with Xero, the accounting software.

Whilst we have always integrated via pre-formatted export/import routines, the new functionality takes this a step further by having a live link between the two industry leading platforms.

“This is another example of how we continually look at the features we have to see how we can improve them. We have an aggressive development programme which is filled with new functionality and improvements to existing features. With over 20% of our users, also using Xero accounting, that is a lot of customers that can benefit from this improvement.”

Xero Accounting has 3.5 million users and has grown massively. It is cloud based and that makes it a natural partner for Business Pilot.



Business Pilot has a lot of reporting and management information to help you stay on top of your numbers and run a more efficient, more profitable business. Users get to run all revenue and costs through the system, often with automations in place to help along the way. When it then comes to the financial management of the business, now, this can also update your (Xero) accounts in realtime allowing your book keeper, accountant etc. to work within Xero on up to the minute information.

If you use Business Pilot and Xero, you will have received information on how to connect your accounts. If you are yet to see the power of Business Pilot, just click here to take a free trial and see for yourself why people are leaving old antiquated ways of running an installation business and joining Business Pilot.



Try Business Pilot for Free

As part of our free trial, we will send a whole series of how to videos to help you get to grips with the Business Pilot Installation company CRM system. Because the system is much more than a regular CRM, we are even on hand to talk you through how other installation companies are using Business Pilot as a business improvement system. If you would prefer to book a call with an existing user before the trial, call us on 0333 050 7506 or use the live chat facility.

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