OCTA + Xero integration — Smarter Collections for Xero Users
Category: Accounting Software
Connect OCTA with Xero to automate your entire accounts receivable process from invoice creation through final payment. As soon as an invoice is raised in Xero, OCTA picks it up and immediately enrolls it in the appropriate collection workflow — sending reminders by email, SMS, or WhatsApp based on customer payment history. When a payment lands, OCTA automatically reconciles it back to the correct Xero transaction, eliminating the manual matching that drains your finance team's time. Finance controllers and AR managers at growing businesses use this integration to slash days sales outstanding while maintaining full audit visibility inside Xero.
What the Xero integration does
- Real-time Invoice Sync: Invoices sync automatically from Xero to OCTA the moment they are created or updated, ensuring your collection queue is always current. No batch uploads or manual exports are needed — OCTA monitors Xero continuously via secure OAuth and reflects every change within seconds.
- AI-Powered Smart Collections: OCTA's AI analyses each customer's historical payment behaviour to choose the right reminder channel, tone, and timing for maximum response rates. Collection workflows adapt dynamically — escalating politely for habitually late payers while keeping communication light-touch for customers who typically pay on time.
- Automatic Payment Reconciliation: When a customer pays through any channel — bank transfer, card, or payment link — OCTA matches the payment to the open Xero invoice and marks it settled without any manual intervention. Your Xero ledger stays accurate and your AR team can focus on exceptions rather than routine matching.
- Cash Flow Forecasting: OCTA combines Xero invoice aging data with payment probability scores to project your expected cash inflows over the next 7, 30, and 90 days. Finance leaders get a forward-looking cash position dashboard that updates daily, helping treasury teams plan with confidence.
Benefits
- Reduce DSO by up to 35% within the first 90 days
- OAuth-based secure connection — no passwords shared
- Multi-currency support for global Xero users
- Real-time reconciliation eliminates end-of-month scrambles
- Works for Xero Starter, Standard, and Premium plans
- Average setup time under 15 minutes