SimproCentrusXero

simpro + xero

Simpro posts it to Xero. Centrus acts on what Xero shows.

Simpro's Accounting Link already moves invoices, supplier bills, timesheets and payments between Simpro and Xero. Centrus works across both for the checks and the chasing around them: a customer's credit checked before a quote goes, overdue invoices chased, and a new account set up in both at once.

Book a demoWhat Centrus adds

already built in

What the Accounting Link does, and what Centrus adds

Keep Simpro's Accounting Link. Centrus works across both systems, on the work that still falls to someone in the office.

Simpro's Accounting Link

  • Customer, supplier and contractor invoices and credits go from Simpro to Xero, one line per cost centre.
  • Payments go either way: applied in Simpro and sent to Xero, or imported from Xero.
  • Timesheets, CIS payments and inventory journals go to Xero too.
  • Card files are created in Simpro. Contacts added in Xero after the first import do not come back.

What Centrus adds

  • Credit checked in Xero before a Simpro quote goes, with the quote held if the customer is on stop.
  • Overdue invoices chased every Monday from your own mailbox, skipping anyone already replying.
  • A new customer set up in Simpro and as a contact in Xero from one email, with the same terms.
  • A chart of the numbers across both, made in chat when someone asks for it.

Checked on 28/10/2026 against Simpro Xero integration and What data is exported to Xero, Simpro help guide.

examples

Built on Simpro and Xero together

Each one is an example agent or question that reads or writes both systems. Build it as it is, or describe your own version.

  1. 01

    On stop? Checked before the quote goes

    Ask on WhatsApp before the quote goes. Xero is checked, and the Simpro quote held if they're on stop.

    Read the use case: On stop? Checked before the quote goesWorks with BigChange, Joblogic, Simpro, WhatsApp, Xero, Sage Intacct

  2. 02

    Overdue invoices chased every Monday

    Invoices 30 to 60 days overdue chased every Monday, in your tone, from your own inbox.

    Read the use case: Overdue invoices chased every MondayWorks with BigChange, Joblogic, Simpro, Outlook, Gmail, Excel, Xero

  3. 03

    New account set up in the job system and Xero

    Paste the customer's email. They're set up in Simpro and Xero with the same name and terms.

    Read the use case: New account set up in the job system and XeroWorks with BigChange, Joblogic, Simpro, Xero
01 / 03

how one runs

On stop? Checked before the quote goes

One question on WhatsApp, answered from Xero and acted on in Simpro, before anyone commits to the work.

01

Asked before sending

The estimator or the engineer asks on WhatsApp whether the customer is on stop, before the quote goes out.

02

Account and aged debt

Centrus reads the customer's account and their aged debt in Xero, which the Accounting Link keeps current.

03

Held on the job

If they are on stop, the quote is held in Simpro and the reply says why, with the amount owed.

04

Clear to send

If the account is clear, the reply says so, and the quote goes out from Simpro as it always does.

See the use case: On stop? Checked before the quote goes

setup

Two connections, each made once

Each system connects on its own card in Integrations. Agents keep their own connection, so a scheduled run never depends on one person staying signed in.

Connect Simpro

In Simpro, create an application under System, Setup, API, Applications, using the API Key method. Paste the key into Integrations with your build URL and company ID, which is 0 on most builds. Centrus checks it before saving.

How to connectThe Simpro setup

Connect Xero

Open Integrations and click Connect on the Xero card, sign in with Xero and pick the organisation. Xero sends invoice emails as the person who connects, so the bookkeeper or a director should do it. Others then click Enable.

How to connectThe Xero setup

the integrationSimproJobs, schedules, quotes and invoices answered from live Simpro. Reports and follow-ups built by agents.the integrationXeroAsk the books what is overdue, raise the invoice, and let agents chase and key the rest.

other pairings

questions

Simpro and Xero questions

Yes, keep it. The Accounting Link moves the transactions and Centrus does not replace it. Centrus reads Simpro and Xero together and acts on what they show, so the chasing and the credit checks get done without anyone exporting from either system.

No. Paste their email or type the details, check what Centrus will create, and the customer goes into Simpro and the contact into Xero with the same name and terms. The name matters, because the Accounting Link pairs card files and contacts by name.

Yes, when you allow it. Centrus reads and writes Xero, so it can raise a draft bill or a quote. An approval step in Agent Builder holds anything sensitive until finance says yes, and every run is logged.

An administrator creates an API key in Simpro and pastes it into Integrations with the build URL. The bookkeeper or a director connects Xero, because Xero sends invoice emails as whoever connects it. Agents keep their own credentials.
Centrus AI

in the 30 minutes

  1. 01We start with how your operation actually runs, on the desk and in the field.
  2. 02We check a customer's credit in Xero and hold a Simpro quote, on a setup like yours.
  3. 03We pick out the admin that should run itself first.

See Simpro and Xero working together.

Bring the job you want handed over, and we will show it on a setup like yours. You leave with a plan.

30 minutes / UK team / No lock-inOr see pricing