IT Boffins helps small UK businesses connect Xero with CRMs, quote tools, customer portals and payment systems, reducing repeat admin and making account information easier to trust.
Off-the-shelf connectors handle the simple cases. When your quotes, VAT rules or invoice steps are specific to how you actually work, that is where a custom build pays off, giving you accurate data in Xero without the manual copy-paste.
What you can count on
Built on the Xero API
OAuth 2.0, credentials never stored
Milton Keynes, UK
Independent dev team you can call
Fixed quote first
No open-ended developer bills
CRM to Xero Automation
If your team creates a quote in one system, retypes customer details into Xero, manually checks VAT, then later reconciles the payment somewhere else, there is a better way.
We connect custom CRM applications or off-the-shelf software to Xero. We are an independent development team in Milton Keynes building on the Xero API, so invoice line items, tax codes, client contacts and payments move across with fewer manual checks.
What We Build
Invoice sync
Create draft or approved invoices from your CRM, website or portal.
Payment workflows
Connect Stripe, GoCardless, card, BACS or portal payments back to the correct Xero records.
Live dashboards
Show useful financial data on internal dashboards or office information screens.
Custom connectors
Bridge Xero to legacy databases, quote tools, e-commerce and internal systems.
How We Work
Bespoke work should not mean an open-ended bill. We start with a short scoping call, give you a fixed written quote before any build, and stay on hand after go-live.
Scoping call
20 minutes to map what connects to what.
Fixed quote
A written price and scope, no open-ended meter.
Build
We build on the Xero API and keep you posted.
Test
Proven against real cases before go-live.
Go live & support
We stay on hand after launch.
ShipMyCar Case Study
ShipMyCar runs a high volume of car-shipping quotes, a customer portal and online payments. We connected their operational systems to Xero so quotes and payments flow straight into the accounts instead of being re-keyed by hand, cutting duplicate entry and giving the team financial data they can trust.
That is the work we enjoy: connecting the real business process to Xero so the accounts are not a separate manual chore at the end of the day.
Built With Control
You are granting access to live financial data, so the build is predictable, logged and permission-aware from day one. Here is how we handle it.
- Xero access through official OAuth 2.0, so permissions are scoped and we never see or store your Xero password.
- Connections run server-side; failed syncs and duplicates are caught and logged, not left silent.
- Data handled to UK GDPR standards, with a clear audit trail of important actions.
Common Questions
Can you build custom Xero integrations?
Yes. We connect Xero to CRMs, websites, quote systems, payment tools, dashboards and internal processes so staff spend less time copying accounts data. We build on the official Xero API and stay on hand after launch.
How much does a Xero integration cost?
It depends on what you are connecting, so we do not quote blind. We start with a short discovery and scoping call, then give you a fixed written price and scope before any build work begins, so there is no open-ended developer bill.
How long does it take?
Most integrations are a matter of weeks rather than months, and simple ones are quicker. We give you a realistic timeline alongside your fixed quote, once we have seen what connects to what.
Is it secure to connect Xero to other systems?
Yes, when it is built properly. We connect through Xero's official OAuth 2.0 process, so we never see or store your Xero password. Connections run server-side with scoped permissions, failed syncs and duplicates are caught and logged, and data is handled to UK GDPR standards.
Do you only work with Xero?
No. Xero is usually one part of a wider workflow. We can connect your website, CRM, quote system, portal, spreadsheets, payment provider or internal database to Xero.
Can you fix an existing Xero integration?
Yes. We can inspect failed syncs, duplicate invoices, tax-code problems, missing contact links, poor reconciliation logic and unreliable third-party connectors.
Tell Us What Should Talk To Xero
Tell us what you want Xero connected to and what usually goes wrong. On a free 20-minute call we will tell you if it is feasible, roughly what it costs and how long, with no obligation.
Book a free scoping call