VaultRE & Xero

VaultRE + Xero: Single point of data entry

With VaultRE & Xero, forget double entry of data. Quickly and easily create invoices for your property sales without lifting a finger. And if you use Xero Payroll - your staff payslips are updated with commission earned automatically.

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Why connect VaultRE to Xero

The benefits of connecting VaultRE with Xero include:

Ease of use

VaultRE has been designed with industry consultation to be a simple but powerful tool for your office

Save time

Automatically sync your property sales to Xero and update staff pays with a single click

Customisable

The VaultRE & Xero integration is not "one size fits all" - you choose how the integration works for your office

Continued development

VaultRE continually receives product updates, so your business is future proofed

What VaultRE does

Sales Team

Prospecting, automation, and more, all in the palm of your hand with VaultRE's mobile apps available on iOS and Android.

Admin

Flexible for every admin team - build your own reports, provision unlimited dashboards and trust accounts.

Integrations

VaultRE integrates with over 400 websites and third party software providers.

What Xero Does

Xero is online accounting software that lets you run your business easily and efficiently.

See your up-to-date cash position

Know how you’re doing financially with secure daily updates from your bank accounts and a clear visual dashboard.

Get paid faster and improve cash flow

Easily create and send invoices with online payments and automated invoice reminders for faster payment.

Run your business from anywhere

Access your business finances anytime, from any internet-connected device, and use the Xero app for iOS and Android.

Connect and collaborate anytime

Invite your team and your advisors to work with you in real time from home, office, or on the go using the mobile app.

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Connect VaultRE to Xero in 3 Easy Steps

Step 1 - Sign Up to VaultRE

Contact our sales team to arrange a demonstration of VaultRE.

Step 2 - Connect to Xero

Within your VaultRE account, under "Office Integrations" > "Xero", click "Connect to Xero"

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Step 3 - Setup

From here, you can match your VaultRE staff members with Xero Employees, match your Chart of Accounts, and configure how the integration works for your office.

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