Feature · Integrations

Connect MaxPilot with the tools your team already uses

MaxPilot integrates seamlessly with the platforms your organization relies on — eliminating double-entry, keeping data in sync, and ensuring your operational and financial systems work together without friction.

Xero Accounting Integration
Automatic Data Sync
Custom Account Mapping
app.maxpilot.com
Connect MaxPilot with the tools your team already uses
What you get

Integrations Built for Seamless Care Operations

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

Feature

Xero Accounting Integration

Sync invoices, bills, and payment records between MaxPilot and Xero automatically — keeping your accounts current without manual data entry or reconciliation.

Feature

Automatic Data Sync

Changes made in MaxPilot flow to connected platforms in real time — so your accounting, payroll, and reporting systems always reflect the most current data.

Feature

Custom Account Mapping

Map MaxPilot's billing categories to your Xero chart of accounts — ensuring financial data flows to exactly the right place in your accounting system every time.

Feature

Integrations Marketplace

Browse and connect additional tools through the MaxPilot marketplace — expanding your connected ecosystem as your organisation's needs grow.

app.maxpilot.com
Eliminate double-entry between your systems
Step 01

Eliminate double-entry between your systems

When invoices are created in MaxPilot, they sync to Xero automatically. Payment updates in Xero flow back to MaxPilot in real time. Your teams never need to enter the same data twice — reducing errors and saving hours of admin work every week.

  • Invoices sync to Xero automatically when created
  • Payment status updates flow back to MaxPilot in real time
  • Eliminate manual data entry between care and accounting systems
See it in a live demo
app.maxpilot.com
Your finances, always accurate and in sync
Step 02

Your finances, always accurate and in sync

MaxPilot's Xero integration ensures that your billing and financial records are always consistent — whether you are viewing them in MaxPilot or Xero. Reconciliation is automatic, audit trails are complete, and your accountant always has the data they need.

  • Reduce Financial Reconciliation Time
  • Eliminate Billing Errors from Manual Entry
  • Give Your Accountant Accurate, Current Data
See it in a live demo
Integrations

Smart accounting, simplified

MaxPilot's Xero integration moves your invoices, payments, and financial records between systems automatically — so your accounting is always current, your data is always accurate, and your admin team spends time on care instead of copy-pasting numbers.

Automatic invoice sync to Xero

Every invoice created in MaxPilot syncs to Xero automatically — with the correct client, amount, line items, and support category coding already applied. No manual export, no data entry, no errors.

Real-time payment reconciliation

When a payment is recorded in Xero, the invoice status updates in MaxPilot immediately. Your finance team always sees an accurate, up-to-date view of outstanding and settled invoices across both systems.

Custom account mapping

Map MaxPilot billing categories to your Xero chart of accounts once — and every transaction flows to the right account automatically from that point forward.

FAQ

Experience the Impact of MaxPilot Integrations

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Xero Accounting Integration

MaxPilot's Xero integration automatically syncs invoices, credit notes, payments, and client records between the two platforms. When an invoice is created or updated in MaxPilot, the change is reflected in Xero immediately — and payment receipts recorded in Xero update the invoice status in MaxPilot in real time.

Custom Chart of Accounts Mapping

Map MaxPilot's billing categories and NDIS support category codes to the correct accounts in your Xero chart of accounts. This ensures every transaction is coded correctly from the moment it is created — eliminating the need for manual recoding during month-end reconciliation.

Real-Time Financial Reconciliation

With MaxPilot and Xero connected, reconciliation becomes an automatic process rather than a monthly manual task. Your finance team can see which invoices have been paid, which are outstanding, and which have discrepancies — in real time, without pulling data from two separate systems.

Payroll Data Export

Approved shift records and timesheets from MaxPilot can be exported in formats compatible with your payroll system — reducing manual data entry and ensuring every hour worked is captured accurately in your payroll process.

Integrations Marketplace & API Access

Beyond Xero, MaxPilot's marketplace offers additional integrations for HR, payroll, and practice management tools. For organisations with specific requirements, MaxPilot's API enables custom integrations — connecting MaxPilot to virtually any platform your organisation relies on.

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