ThinkAutomation acts as a Xero power-up. Once connected, it will start parsing your inbound Xero data and running the right processing actions. All accurately, all automatically.

Hook in some automated help

With ThinkAutomation hooked into Xero, you can do away with manual data monitoring and processing.

Step 1

ThinkAutomation continually retrieves data from Xero

Step 2

It runs all new data against your processing rules

Step 3

It then performs the desired automated action

Skip your repetitive steps

Automated actions can take any shape you need. For example, you could use ThinkAutomation to:

Update your CRM records with payment info
Enter data from Xero to spreadsheet
Upload invoices to cloud folders
Send notifications based on payment dates/values
Make journal/ledger entries
Print or mail out new invoices
Extract invoice data and push it elsewhere
Create new contacts in your systems
Update an inventory

Integrating ThinkAutomation and Xero

To take advantage of ThinkAutomation, you first need to tell it what to automate. You do this by creating practicable “if this, then that” rules. Watch a quick video to see how this works.

Here to help

Read our step by step “Getting started” guide
Explore finance workflows beyond Xero
ThinkAutomation FAQ

Results in moments

Whichever actions you choose to automate off the back of your Xero data, they’ll run quickly and continuously. So, you can ‘set and forget’ while ThinkAutomation handles your tedious accounts tasks.

Checks Xero every 30 seconds

Processes new data in 1 second

Works in the background 24/7/365

Start your free 30-day trial

Ready to automate your Xero admin? Take ThinkAutomation for a test run today.

After your trial is complete you can purchase a licence to unlock the product. Your existing setup will be retained.

Prefer an online demo instead? Click here to request one.

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