Your CRM and Xero, in step.
Invoice from Doodali and it’s in Xero automatically, contacts matched, your sales account chosen, and payments kept in step.
Typing invoices twice is nobody’s job.
Double entry
Invoices typed into your CRM and again into Xero.
Out of step
Paid in Xero, still “unpaid” everywhere else.
Duplicate contacts
The same client three times over.
Sent from Doodali. Filed in Xero.
Invoices go to Xero as you send them, with the client matched to the right contact and your chosen sales account.
- Contacts matched
- Your sales account
- VAT as you set it
Payments in step.
Card payments in Doodali go to Xero, and payments recorded in Xero mark invoices paid in Doodali.
- Both directions
- Card payments included
- Overdue list always right
The rest of the business, too.
Xero does the books. Doodali does the customers, sales, projects, inbox and invoicing around them.
- CRM and pipeline
- Projects and time
- Shared inbox
Everything, for £19.99 a month.
Unlimited users and every feature. No tiers, nothing to upgrade to.
More of what’s included
Questions,
answered.
Anything else, ask, a real person replies.
Does it work with each of my businesses?
Yes. Each business in Doodali connects to its own Xero organisation.
Does it work with QuickBooks or FreeAgent?
Xero today. You can export invoices for other accounts software.
How much does it cost?
The Xero connection is included in Doodali’s £19.99 a month.
Do I need to change how I use Xero?
No. Keep using Xero for your books; Doodali just keeps invoices and payments in step.
One entry. Both places.
Bring one business across and see how it feels. If it isn’t better than what you have now, nothing’s lost.