Integrating Senta + Xero

Connect Senta and Xero together today to simplify your practice workflow and put clients' financial data right onto their records in Senta.

You can copy client details and see the latest reports from your clients' books.

Find out how Senta + Xero work for your practice

Integration features

Import your client data

Save double keying data by importing organisation, contact and user data from Xero into Senta.

See the latest reports

You can view clients' executive summaries from within Senta – Cash, P&L and Balance Sheet, along with income statements.

Xero Connected App logo

Want to learn more? Watch a quick 4-minute demo of Senta.

About Senta

Senta will help you grow faster, operate better, and deliver great service.

  • CRM and workflow at the heart of Senta help you automate your practice and differentiate from your competitors.
  • The most friendly client portal yet gives you a closer relationship with your clients and keeps them informed.
  • Documents, proposals, e-signing and onscreen acceptance smooth your transactions and help you manage your compliance risk.
  • Email, texting and Q&A make sure you deliver great client service every time.

About Xero

Xero is world-leading online accounting software built for small business.

  • Get a real-time view of your cashflow. Log in anytime, anywhere on your Mac, PC, tablet or phone to get a real-time view of your cash flow. It’s small business accounting software that’s simple, smart and occasionally magical.
  • Run your business on the go. Use our mobile app to reconcile, send invoices, or create expense claims - from anywhere.
  • Get paid faster with online invoicing. Send online invoices to your customers - and get updated when they’re opened.
  • Reconcile in seconds. Xero imports and categorises your latest bank transactions. Just click ok to reconcile.

Getting started with Xero in Senta

It couldn't be easier to set up your Xero integration in your Senta workspace. Just go to your Senta Settings page and switch on the Xero integration.

After that, you'll see every client has a new Xero tab, showing the latest data straight from your clients' books.

For comprehensive information about connecting Senta to Xero and details about the integration, head over to our knowledge base.