Inspiration

Xero is one of the most popular accounting tools for small to medium size businesses. For Coda users looking to manage their entire business on a single platform, the direct integration to accounting software is critical. That's the problem we set out to solve!

What it does

  1. Xero pack allows users to download Xero reports such as Balance Sheet, Profit & Loss and much more! The data from these reports can also be filtered by, for example different dates.
  2. Allows users to pull contact information to a centralized location where Coda can be a CRM and a project management tool
  3. Xero pack allows users to generate invoices, bills and manual journal entries back to Xero. Reducing the need to jump into multiple applications
  4. Consolidating multi-entity business into a single database thanks to the ability to connect to different accounts from a single doc!
  5. Finally, the pack consists of 14 tables, 17 buttons and 12 formulas allowing users to build their own custom workflows

How we built it

Thanks to Coda giving makers the ability to build their packs on the platform and Xero's excellent API documentation.

Challenges we ran into

Reports tables were tricky as they require many parameters, but we finally managed to make them work.

Accomplishments that we're proud of

Our goal initially with this pack was only to build the ability to pull reports to Coda due to our limited schedule. Luckily, we managed to do a lot more than that! We connected the pack to many of the critical endpoints that similar solutions out in the wild charge upwards of $50 per Xero account to simply bring data to Excel or Google Sheets.

What we learned

Pack-making is a ton of fun!

What's next for Xero Pack

There are two branches of projects next for the Xero Pack

  1. Marketing our current solution to business owners and accountants
  2. Building and showing off unique workflows that can be accomplished with Xero Pack. For example, end-to-end CRM, Expense capture using OCR pack then posting directly to Xero or Stripe payment reconciliation in tandem with Xero pack.

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