Xero and NowInfinity

Two platforms, one seamless partnership!

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The NowInfinity and Xero HQ partnership redefines the way you create, collaborate and manage your client’s entities.

Optimise your workflows – data transfer, documentation, client activity, notifications, lodgements and filing – so that you can work more efficiently and grow your business.

Important events such as payment deadlines, document signing, data discrepancies in NowInfinity show up seamlessly in your Xero HQ activity feed. You won’t miss a beat and will always be one step ahead with your compliance work.

How to sync with Xero HQ?

To connect your NowInfinity account with Xero HQ:

1. Go to Menu > Portal Settings > Xero HQ.

2. Select the Connect button to connect with Xero HQ button.

3. When you’re redirected to Xero HQ, select Allow access.

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Key Features

  • Bulk changes, lodgements and actions to optimise your tasks and work flows.

  • Real time syncing, error alerts and data mismatch reporting. Plus, an easy click-to-fix solution through NowInfinity and Xero HQ.

  • Use the comprehensive entity profile display to help you manage debts, lodgments, share and trust registries, all in one place.

  • Save time with advanced dynamic search and automated import of existing clients and their data to pre-populate fields.


Client testimonial

“NowInfinity allowed us to integrate to XPM and docusign so we could seamlessly form new entities and groups from NI into XPM.”

Jason Robinson
Director, RBK Advisory & Xero Partner Advisory Council Member


 

How does your firm measure up?

Get a personalised demo of the NowInfinity platform and find out what you’re missing.

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