Why Adding Scopey to Xero Creates a More Powerful Workflow
If you're using Xero for accounting and financial management, you already have a strong tool for invoicing, payments, and expense tracking. However, Xero does not include AI-powered quoting, live change tracking, or automated upsell suggestions—which is where Scopey fills the gap.By integrating Scopey with Xero, you can bridge the gap between client-facing scoping and financial operations, ensuring that every project starts with accurate pricing and leads to smooth invoicing and revenue tracking.
How Scopey Works with Xero
Seamless One-Click Integration
Connecting Scopey to Xero is as simple as a one-click setup, allowing you to instantly sync your project scopes and quotes with Xero’s invoicing system.
Send a Scope/Quote to Xero in Seconds
Once a scope or quote is created in Scopey, you can send it directly to Xero with a single click. This ensures that all pricing details, client approvals, and additional services are accurately reflected in your financial records, streamlining the invoicing process.
Directly Set Up New Invoices in Xero
From within Scopey, you can instantly create a new Xero invoice, pre-filled with project details, client information, and pricing breakdowns.
View Xero Invoices Directly in Scopey
All Xero invoices for approved scopes are displayed in the Scopey dashboard, giving you a central place to track financials without switching between platforms.
Key Benefits of Using Scopey with Xero:
Key Features:
- Automatic Invoice Generation – Convert approved scopes into invoices without manual data entry.
- Eliminate Pricing Discrepancies – Ensure that clients are billed exactly as scoped.
- Real-Time Sync – Keep your project scopes and financial data up to date effortlessly.
- Reduce Scope Creep Losses – Track and charge for out-of-scope requests with AI-powered change detection.
- AI-Powered Upselling – Surface additional services and revenue opportunities directly within your workflow.
💡 Scopey enhances Xero by adding intelligent quoting and scope tracking, keeping financials aligned with real project work.
Pros of Scopey & Xero
Scopey Pros:
- AI-Powered Scoping: Automates scope creation and pricing.
- Live Change Detection: Captures project changes in real time.
- Client Collaboration & Approvals: Keeps clients aligned on expectations.
- Direct Xero Invoice Creation: Easily generate invoices from scopes.
- View Xero Invoices in Scopey: Access invoices without switching platforms.
- Deep Integrations: Works with project management, accounting, and communication tools.
- User-Friendly Interface: Simple, intuitive UI that teams actually use.
Xero Pros
- Comprehensive Financial Management: Handles invoicing, payments, and reporting.
- Seamless Tax & Compliance Features: Simplifies accounting and tax preparation.
- Extensive Integrations: Works with payroll, banking, and expense tracking tools.
💡 By integrating Scopey with Xero, businesses can create an end-to-end workflow that captures every client need, aligns invoicing, and increases profitability.
Feature Comparison
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Scopey Pricing
- Scopey offers a free trial for new users and uses a tiered pricing model:
- Pro Plan: $19/month for 1-2 team members.
- Sml Team Plan: $99/month for 3-9 team members.
- Med Team Plan: $399/month per month for 10-20 team members.
- Enterprise Pricing: Custom quotes based on organization size and requirements, with additional onboarding and service library setup.
Xero Pricing
- Starter: $13 USD/month – Basic invoicing and reconciliation.
- Standard: $37 USD/month – Includes multi-currency support and bulk transactions.
- Premium: $70 USD/month – Advanced payroll, project tracking, and expense claims.
- Ultimate: Custom pricing – Enterprise-level accounting solutions.
Conclusion
Using Scopey alongside Xero creates a powerful, fully connected workflow that ensures projects start with clarity, pricing is accurate, and invoices are generated seamlessly.🚀 With Scopey's Xero integration already available, businesses can now streamline quoting, invoicing, and revenue tracking effortlessly.
