Customers and suppliers
TREVY publishes customer and supplier details as Xero contacts and helps you review possible matches when connecting.
Xero accounting integration
Do the work in TREVY. Keep the books in Xero. Send customers, invoices, payments and expenses to Xero without entering everything twice.
Everything included. Free for 7 days, then $19.99 AUD/month. Cancel anytime.
Connected workflow
What TREVY keeps connected with Xero
The integration follows the financial workflow rather than copying your entire TREVY workspace into Xero.
Issued invoices
Issued sales invoices are published with their line items and accounting treatment. The issued PDF can be attached to the Xero record.
Payments and refunds
Recorded invoice payments and supported refunds are connected using the settlement accounts configured by the business owner.
Credit notes
Invoice corrections and credits are published as Xero credit notes, including supported allocations and refund activity.
Expenses and receipts
Expenses are published as bills or spend transactions according to their payment state, with current receipt files attached when available.
Reconciliation health
TREVY checks relevant Xero-side document and settlement changes and surfaces mappings, conflicts, or issues that need attention.
Clear responsibilities
Each product stays focused on what it does best.
Service operations
Run the service business
Use TREVY for the customer-facing and field-service workflow.
- Leads, customers and quotes
- Scheduling, jobs and field records
- Invoices, payments and expenses
Accounting
Manage the accounting
Use Xero as your accounting system of record.
- Bank reconciliation
- Financial reporting
- Tax and bookkeeping workflows
How it works
Connect once, then keep working in TREVY.
- 01
Connect your organisation
The company owner securely authorises a Xero organisation from TREVY's integration settings.
- 02
Review and map
Review initial matches, then choose the sales, purchase, tax and settlement accounts TREVY should use.
- 03
Follow connection health
Create records as usual in TREVY and use the integration screen to review delivery status or resolve issues.
New to Xero?
Xero is accounting software for bank reconciliation, reporting, tax and bookkeeping. Visit Xero to see how it could fit your business.
Keep exploring
Everything you need, connected from start to finish.
Explore every part of the TREVY workflow and see how your customer, job, financial, and business records stay connected.
Website
Build your service website and turn customer enquiries into organised leads.
Scheduling
Plan one-off and recurring jobs, routes, arrival windows, and daily work.
Quotes
Create professional quotes and move approved work into the next stage.
Invoicing
Create, send, and follow up invoices from the work already in TREVY.
Expenses
Capture receipts and connect day-to-day business costs with the work.
Stripe payments
Offer online card payments alongside bank transfer and PayID.
Questions? Answers. What to know about connecting TREVY with Xero.
What information does TREVY send to Xero?
TREVY publishes supported customers and suppliers, issued invoices, payments and refunds, credit notes, and expenses. Invoice PDFs and current expense receipts can also be attached to the corresponding Xero records where supported.
Does the Xero integration sync everything in both directions?
No. TREVY publishes specific accounting records to Xero and checks relevant Xero-side document and settlement changes during reconciliation. Leads, quotes, jobs, and schedules remain in TREVY.
Does TREVY replace Xero?
No. TREVY manages your customers, jobs, field work, invoices, and expenses. Xero remains your accounting system for bank reconciliation, financial reporting, tax, and bookkeeping workflows.
Who can connect TREVY to Xero?
A TREVY company owner can securely authorise a Xero organisation, review initial matches, and configure the account and tax mappings used by the integration.
What happens if a record cannot be published to Xero?
The company owner can review connection health, mappings, conflicts, and retryable issues from TREVY's integration settings and resolve anything that needs attention.
Ready When You Are
Ready to grow your business?
Streamline your business admin. Save time and get paid faster with the app built for service pros. Download TREVY today.
