CollectIQ integrates with Xero to automatically monitor every open invoice, apply your collection strategy, and take action on overdue accounts. Payments recorded in Xero are reflected in CollectIQ in real time, keeping your collections workflow always in sync.
What data syncs
CollectIQ connects to Xero via a secure OAuth integration and keeps the following data in sync continuously.
| Invoices | Open, overdue, and voided invoices with status updates in real time |
| Contacts | Customer names, email addresses, payment terms, and account history |
| Payments | Full payment history including partial payments and overpayments |
| Credit notes | Credits applied to outstanding invoices |
| Aging | Real-time aging calculation per customer and invoice |
What you can do with it
Common use cases for CollectIQ + Xero customers.
Follow up on every overdue Xero invoice
CollectIQ monitors all open invoices in Xero and sends reminders on your schedule — so no overdue invoice is ever forgotten.
Segment Xero customers automatically
CollectIQ maps your Xero contacts to collection segments (enterprise, SMB, new customer) and applies the right strategy for each.
Log all communications back to Xero notes
Every email sent and call logged in CollectIQ is recorded against the contact in Xero, keeping your accounting records complete.
How to connect Xero
Setup takes under 30 minutes. No IT project required.
Connect Xero
Sign in with your Xero account via OAuth. CollectIQ connects to your organisation in seconds.
Import invoices
CollectIQ imports your open and overdue invoices, maps contacts, and calculates aging automatically.
Go live with autopilot
Define your collection strategy in plain language and activate autopilot. CollectIQ handles the follow-up work from there.
Frequently asked questions
Related integrations
CollectIQ works with the rest of your stack too.
Ready to connect
Xero?
See how CollectIQ automates collections for your Xero invoices.
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