Feature · Xero

MaxPilot and Xero, always in sync

Every invoice you raise in MaxPilot appears in Xero with the right client, amounts, line items and support category coding already applied — and every payment recorded in Xero updates MaxPilot in real time.

Two-Way Invoice Sync
Chart of Accounts Mapping
Real-Time Reconciliation
app.maxpilot.com
MaxPilot and Xero, always in sync
Xero Integration

A Xero Integration Built for NDIS Providers

Purpose-built for NDIS providers — designed around how care teams actually work.

Feature

Two-Way Invoice Sync

Invoices created in MaxPilot flow to Xero automatically, and payment updates flow back. Both systems show the same position without anyone re-keying a number.

Feature

Chart of Accounts Mapping

Map MaxPilot billing categories and NDIS support category codes to your Xero accounts once. Every transaction after that is coded correctly on its way through.

Feature

Real-Time Reconciliation

Reconciliation stops being a monthly job. Paid, outstanding and overdue invoices are visible across both systems as soon as the payment lands.

Feature

Audit-Ready Records

Every invoice, credit note and payment keeps a complete trail across both platforms — so your accountant and your auditor read the same accurate history.

app.maxpilot.com
Stop entering the same invoice twice
Step 01

Stop entering the same invoice twice

Invoices are generated from completed shift records in MaxPilot, then sync straight to Xero with client, amount, line items and support category already attached. Your admin team never copies a figure between systems, and there is no export step to forget.

  • Invoices sync to Xero the moment they are created
  • Client records and line items carry across intact
  • No manual export, no re-keying, no transcription errors
See it in a live demo
app.maxpilot.com
Reconciliation that happens on its own
Step 02

Reconciliation that happens on its own

When a payment is recorded in Xero, the invoice status updates in MaxPilot immediately. Your finance team sees one accurate picture of what is settled and what is outstanding, rather than waiting until month-end to find out.

  • Payment status flows back from Xero in real time
  • Outstanding and overdue invoices visible in both systems
  • Month-end reconciliation becomes a review, not a rebuild
See it in a live demo
How the sync works

Accounting that keeps pace with your care delivery

MaxPilot moves invoices, payments and financial records between your care platform and your accounting system automatically — so your accounts reflect the care you delivered this week, not the care you delivered last month.

Connect once, sync continuously

Authorise the connection to your Xero organisation and map your accounts. From that point invoices, credit notes and payments move between the systems without anyone starting the process.

Coded correctly on the way through

NDIS support categories map to your chart of accounts, so transactions land in the right account every time and your reporting stays meaningful without manual correction.

One financial position, two systems

MaxPilot and Xero always agree. Your finance team, your accountant and your board are reading the same numbers on the same day.

FAQ

Questions about the Xero integration

Can't find what you're looking for? Our support team is based in Australia and responds within 2 business hours.

What actually syncs between MaxPilot and Xero?

Invoices, credit notes, payments and client records. When an invoice is created or updated in MaxPilot it appears in Xero with the correct client, amount, line items and support category coding. When a payment is recorded against it in Xero, the status updates back in MaxPilot.

Do I have to map my chart of accounts?

Once, at setup. You map MaxPilot billing categories and NDIS support category codes to the matching accounts in your Xero chart of accounts, and every transaction from then on is coded automatically. You can revisit the mapping whenever your accounts change.

Which direction does the data flow?

Both. Invoices and credit notes flow from MaxPilot to Xero, and payment and reconciliation status flows from Xero back to MaxPilot. That two-way movement is what keeps the systems showing the same position instead of drifting apart between reconciliations.

Does this replace our accountant?

No — it gives them better data to work with. Your accountant continues working in Xero, but with financial records that are already accurate, coded correctly, and backed by a complete audit trail running back to the care delivery that generated them.

What if we use a different accounting package?

Xero is the deepest accounting integration MaxPilot offers. Approved shift records and timesheets can also be exported in formats compatible with other payroll and accounting systems, and MaxPilot's API is available for organisations with specific requirements.

Explore more features

Free 14-Day Trial

See Xero in action

No credit card required. Full platform access from day one.