Float + Xero Integration

Integrate Float to Xero in one click, or tell Integrately AI how you want each project handled. Track billable hours, generate sales invoices, update your accounting books, and notify your finance team automatically.

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Task is created in Float
Logged time is created in Float
Logged time is updated in Float
Person is created in Float
Project is created in Float
Client is created in Float
Time off is created in Float
Department is created in Float
Contact is created/updated in Xero
Contact (supplier) in Xero
Sales Invoice is created/updated in Xero
Expense claim receipt is created/updated in Xero
Payment is created/updated in Xero
Quote is created/updated in Xero
Account is created/updated in Xero
Item is created/updated in Xero
Purchase Order is created/updated in Xero
Bill is created/updated in Xero
Bank Transfer is created in Xero
Bank Transaction is created/updated in Xero
User is created/updated in Xero

Create task in Float
Search task in Float
Update task in Float
Create project in Float
Search project in Float
Create logged time in Float
Update logged time in Float
Search logged time in Float
Create client in Float
Create time off in Float
Create person in Float
Create milestone in Float
Create department in Float
Get online invoice URL in Xero
Add attachment to invoice in Xero
Create project in Xero
Create task in Xero
Add attachment to contact in Xero
Add attachment to purchase order in Xero
Create item code in Xero
Update invoice items in Xero
Search item by name in Xero
Create sales invoice in Xero
Create sales invoice for existing contact in Xero
Search sales invoice in Xero
Get sales invoice by id in Xero
Create contact in Xero
Search contact by email address in Xero
Search contact by name in Xero
Update contact in Xero
Search contact by account number in Xero
Create payment in Xero
Create quote in Xero
Create bill in Xero
Create purchase order in Xero
Add items to existing sales invoice in Xero
Send sales invoice by email in Xero
Search item in Xero
Create bank transfer in Xero
Create credit note in Xero
Create bank transaction in Xero
Search account in Xero

Trusted by experts at...

Ready Workflows for Float + Xero Integration

Turn scheduled projects into sales invoices, log billable hours, update accounting records, and alert your team, all in just one click.

Create Float project from new Xero account

If you're using Float to track time and work hours, it's important to create separate project for each account you're working for.

When you create a company in Xero, use this automation to create a project in Float. This will help keep your time tracking organized and easy to access.

Activate

Create Float person from new Xero contact

If you're using Xero and Float to track time for your projects, you'll want to make sure that the contact you create in Xero is also created as a person in Float.

This will ensure that time tracked for that contact is attributed to the correct person in Float, and that you can easily generate reports and invoices for them.

But having to do this manually can be a lot of a pain. But never fear, there's an easy way to fix this! Just activate this automation, connect the accounts and you are all set.

Activate

Create Xero task for new Float task

Have you ever wished that you could sync your Float task with your Xero task? Well, now there's a way to do just that!

With this handy integration, every time you create a task in Float, a matching task will be created in Xero. This is a great way to keep your work organized and ensure that no important tasks fall through the cracks.

So if you're ready to get started, just click on activate and connect your Float and Xero accounts.

Activate

1of1

Got a different automation in mind? Describe it and let Integrately AI build it for you.

Connect more apps to your Float + Xero flow

Sync project billing with your broader task management, document storage, team chat, spreadsheets, email, and payment tools. Pick a combination and activate it in one click.

Asana (4)

Google Drive (3)

Slack (3)

Google Sheets (3)

Gmail (3)

Stripe (3)

Create an Asana task for every new Float project, and create a sales invoice in Xero.

Every new Float project creates a Xero sales invoice and a tracking task in Asana instantly. No manual data entry, no missed billing.

When logged time is created in Float, create a Xero bill and add a follow-up task in Asana.

Log billable hours in Float to automatically generate a Xero bill and an Asana task for review.

When a task is created in Float, search your Xero sales invoices and update the matching Asana task.

Keep your Asana tasks aligned with Float task creation and Xero invoice records.

Use Claude to analyse new Float project details, create a Xero sales invoice, and create a kickoff task in Asana.

AI analyses your Float project details to generate accurate Xero invoices and Asana kickoff tasks.

When a project is created in Float, create a sales invoice in Xero and save the project folder in Google Drive.

Store project documents in Google Drive automatically when projects are scheduled in Float and billed in Xero.

When a sales invoice is created in Xero, search the Float project and add the invoice PDF to Google Drive.

Attach Xero invoices to the correct Google Drive folder based on Float project records.

When a client is created in Float, create a contact in Xero and set up a shared client folder in Google Drive.

Organise client onboarding across Float, Xero, and Google Drive in one automated sequence.

Create a Xero sales invoice when a Float project is created, and notify your finance channel on Slack.

Alert your team in Slack the moment a Float project generates a new sales invoice in Xero.

When a payment is created in Xero, update the Float project status and post a success message in Slack.

Keep your team updated in Slack when Xero records a client payment for a Float project.

When logged time is created in Float, create a Xero bill and alert the operations channel in Slack.

Notify managers in Slack whenever logged time in Float creates a new bill in Xero.

Log every new Float project in Google Sheets and create a corresponding sales invoice in Xero.

Maintain a master spreadsheet in Google Sheets while automatically generating Xero invoices from Float projects.

When a sales invoice is created in Xero, update the matching Google Sheets row and Float project record.

Keep your Google Sheets tracker and Float records updated when Xero invoices change.

When logged time is created in Float, log hours in Google Sheets and create a bill in Xero.

Track resource hours in Google Sheets and generate bills in Xero automatically from Float time logs.

Create a Xero sales invoice when a Float project is created, and send a confirmation email via Gmail.

Email clients or managers via Gmail when Float projects generate new Xero sales invoices.

When a Xero payment is recorded, update the Float project and email the stakeholder via Gmail.

Send automated payment receipt emails via Gmail and update project milestones in Float.

When time off is created in Float, create a Xero expense claim receipt and email HR via Gmail.

Notify HR via Gmail and log relevant records in Xero when team members log time off in Float.

When a Stripe charge succeeds, create a project in Float and create a sales invoice in Xero.

Automatically schedule resource time in Float and log accounting records in Xero upon successful Stripe payments.

When a Xero sales invoice is created, create a Stripe payment link and update the Float project.

Generate Stripe payment links for new Xero invoices and update project statuses in Float.

When a Stripe subscription is created, create a client in Float and create a recurring sales invoice in Xero.

Establish client profiles in Float and recurring invoices in Xero when Stripe subscriptions start.

Supported triggers and actions for Float and Xero

Mix and match to build the exact automation you need

Float Triggers & Actions

Task is created in Float

Triggers the automation when a new task is created

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Logged time is created in Float

Triggers the automation when a log time is created

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Logged time is updated in Float

Triggers the automation when a log time is modified

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Person is created in Float

Triggers the automation when a new person is created

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Project is created in Float

Triggers the automation when a new project is created

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Client is created in Float

Triggers the automation when a new client is created

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Time off is created in Float

Triggers the automation when a time off is created

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Department is created in Float

Triggers the automation when a new department is created

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Xero Triggers & Actions

Contact is created/updated in Xero

Triggers the automation when a contact is created or updated

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Contact (supplier) in Xero

Triggers the automation when a supplier contact is created or updated

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Sales Invoice is created/updated in Xero

Triggers the automation when a sales invoice is created or updated

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Expense claim receipt is created/updated in Xero

Triggers the automation when any expense claim receipt is created or updated

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Payment is created/updated in Xero

Triggers the automation when a payment is created or updated

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Quote is created/updated in Xero

Triggers the automation when a quote is created or updated

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Account is created/updated in Xero

Triggers the automation when an account is created or updated

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Item is created/updated in Xero

Triggers the automation when an item is created or updated

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Purchase Order is created/updated in Xero

Triggers the automation when a purchase order is created or updated

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Bill is created/updated in Xero

Triggers the automation when a new bill is created or updated

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Bank Transfer is created in Xero

Triggers the automation when a bank transfer occurs

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Bank Transaction is created/updated in Xero

Triggers the automation when a bank transaction is created or updated

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User is created/updated in Xero

Triggers the automation when a user is created or updated

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Get online invoice URL in Xero

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Add attachment to invoice in Xero

Attach files to generated invoices for easy reference

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Create project in Xero

Creates a new project

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Create task in Xero

Creates a new task

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Add attachment to contact in Xero

Attach files or documents to contact profiles

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Add attachment to purchase order in Xero

Uploads and attach files to purchase orders

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Create item code in Xero

Generates new unique item code

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Update invoice items in Xero

Updates the items in an invoice

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Search item by name in Xero

Locates and retrieves particular item information

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Create sales invoice in Xero

Generates a new sales invoice with pre-filled details

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Create sales invoice for existing contact in Xero

Generates a new sales invoice for an existing contact

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Search sales invoice in Xero

Searches for a sales invoice

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Get sales invoice by id in Xero

Retrieves a sales invoice using the unique invoice id

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Create contact in Xero

Adds a new contact to the database

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Search contact by email address in Xero

Finds and retrieves contact information using their email address

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Search contact by name in Xero

Finds information about a contact using the name

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Update contact in Xero

Updates contact information with new details

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Search contact by account number in Xero

Retrieves contact information based on the provided account number

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Create payment in Xero

Generates and process a payment transaction

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Create quote in Xero

Generates a new quote with pre-filled information

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Create bill in Xero

Generates a new bill for the customer

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Create purchase order in Xero

Generates a purchase order for approved requests

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Add items to existing sales invoice in Xero

Adds selected items to an existing sales invoice

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Send sales invoice by email in Xero

Sends a sales invoice by email

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Search item in Xero

Locates and retrieves particular item information

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Create bank transfer in Xero

Initiates a bank transfer

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Create credit note in Xero

Generates a credit note for returned items

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Create bank transaction in Xero

Generates a bank transaction

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Search account in Xero

Searches for account information

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What can you automate with Float + Xero?

Streamline your resource planning and accounting workflows with automated triggers and actions.

Get Started For Free

🧾

Turn Float projects into Xero invoices instantly

Generate Xero sales invoices automatically the moment a new project or milestone is created in Float. Eliminate manual data entry between your resource planner and accounting books.

⏱️

Sync logged time directly to accounting bills

Capture accurate billable hours from Float time tracking and turn them into Xero bills or invoices without manual transcription.

🔔

Alert your finance team on every invoice event

Send instant notifications to your finance channel or team members when Xero records payments or Float creates new billable projects.

🔀

Route billable items based on project type

Apply conditional logic to handle billable and non-billable projects differently, ensuring invoices are only generated when required.

🔄

Keep project and invoice statuses aligned

Automatically update project milestones in Float when corresponding sales invoices are created, updated, or paid in Xero.

👤

Sync clients and contacts seamlessly

Ensure new client profiles created in Float automatically set up corresponding contact records in Xero to avoid duplicate data.

💳

Handle payment updates and receipts

Track payment statuses in Xero and automatically update project completion records or trigger follow-up actions.

💬

Extend workflows to team collaboration tools

Connect your core scheduling and accounting pair with Slack, Asana, or Google Sheets to keep all stakeholders informed.

And much more...

Who is Float + Xero integration for?

Project managers, finance leads, and agency operators connect Float to Xero to eliminate manual billing errors and keep financial tracking accurate across teams.

Operations Directors

Finance Managers

Agency Founders

Resource Planners

Account Managers

Financial Controllers

📈

Operations Directors

You're scheduling team resources across multiple client accounts, but your financial reports only update when someone manually exports time logs into accounting, so the revenue metrics you're reviewing are always a few days behind — with this integration, every project schedule and billable hour syncs to accounting instantly and your financial data stays current.

⚡

Finance Managers

You need to track billable hours and issue client invoices immediately, but your team discovers missing time entries too late in the billing cycle, so monthly accounts take days to reconcile — automating both apps means every logged hour and project milestone generates correct invoices the moment work is completed.

🤝

Agency Founders

You answer to clients who want clear visibility into project progress and billing accuracy, but keeping resource schedules aligned with accounting records causes endless back-and-forth — connecting these apps means client deliverables and invoices remain perfectly synchronised without manual oversight.

📊

Resource Planners

The volume of active projects and contractor time logs is too high for anyone to keep up by hand, leading to missed billable entries and revenue leakage — this integration means every scheduled task and tracked hour flows straight into your financial records automatically.

👥

Account Managers

You own client relationships and depend on operations teams to hand over billable milestones before you can send invoices, causing frustrating delays in client billing — automating these apps means project milestones automatically generate the right invoices without waiting for manual handoffs.

🔍

Financial Controllers

You need a reliable history of all resource costs and revenue entries, but manual data entry keeps leaving gaps between scheduled time and actual invoices — connecting these apps ensures every project and payment record matches across your entire financial stack.

Try This Integration – No Code Needed

Did you know?

Our team can create automations for you... At no extra cost!

Tell us what type of automation you want to make?

Why choose Integrately to automate Float + Xero

Build and manage your Float + Xero automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.

1,500+ apps connected

Connect Float + Xero with email, CRM, messaging, finance, support, and other tools whenever your process needs another step.

20M+ Ready Automations

Start with 20 million+ proven automation templates instead of building everything from scratch. Pick the closest flow, connect your accounts, and automate in minutes.

AI that builds your automations

Describe your workflow in plain English. Integrately AI builds it, maps fields, adds conditions, and even lets you edit it through chat.

24x5 Live Chat Support

Chat with a real person and get reply within 2-5 minutes. No bots, no tickets, no waiting — just real help, right when you need it.

Free done-for-you setup

Tell our team what you need and we will help set up the automation in your account at no extra cost on any plan.

Secure by design

SOC 2 Type II and ISO 27001:2022 certified, with GDPR-compliant data practices. Your data and credentials are handled using recognised security and privacy standards.

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Frequently Asked Questions

How do I connect Float to Xero?

You can connect Float to Xero in just 1 click using Integrately. Choose from ready-made templates or ask Integrately AI to build your exact workflow connecting Float, Xero, and other tools like Slack or Google Sheets.

Can I automatically create Xero invoices when a Float project is scheduled?

Can I connect Float, Xero, and Slack?

What is a good Zapier alternative for Float and Xero?

How does Float handle logged time with Xero bills?

Can Xero payment updates modify Float projects?

Do I need coding skills to automate Float and Xero?

Is the Float and Xero integration free?

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No worries — just send us a message and we’ll get back to you as soon as possible.

Want to automate something else in your workflow?

You Can Also Connect Float or Xero With 1500+ Other Apps

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Float + Xero Integration

Integrate Float to Xero in one click, or tell Integrately AI how you want each project handled. Track billable hours, generate sales invoices, update your accounting books, and notify your finance team automatically.

Trusted by experts at...

Ready Workflows for Float + Xero Integration

Turn scheduled projects into sales invoices, log billable hours, update accounting records, and alert your team, all in just one click.

Create Float project from new Xero account

Create Float person from new Xero contact

Create Xero task for new Float task

Got a different automation in mind? Describe it and let Integrately AI build it for you.

Connect more apps to your Float + Xero flow

Sync project billing with your broader task management, document storage, team chat, spreadsheets, email, and payment tools. Pick a combination and activate it in one click.

Supported triggers and actions for Float and Xero

Mix and match to build the exact automation you need

What can you automate with Float + Xero?

Streamline your resource planning and accounting workflows with automated triggers and actions.

Who is Float + Xero integration for?

Project managers, finance leads, and agency operators connect Float to Xero to eliminate manual billing errors and keep financial tracking accurate across teams.

Did you know?

Our team can create automations for you... At no extra cost!

Why choose Integrately to automate Float + Xero

Build and manage your Float + Xero automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.

How Integrately Works?

Trusted by 42,000+ Customers

Related Posts

How to better manage accounts & finances with the top 12 Xero Automations

Frequently Asked Questions

Want to automate something else in your workflow?

You Can Also Connect Float or Xero With 1500+ Other Apps

Automate Your Tedious Tasks
With A Single Click

It's so easy a caveman could do it.

Float + Xero Integration

Integrate Float to Xero in one click, or tell Integrately AI how you want each project handled. Track billable hours, generate sales invoices, update your accounting books, and notify your finance team automatically.

Trusted by experts at...

Ready Workflows for Float + Xero Integration

Turn scheduled projects into sales invoices, log billable hours, update accounting records, and alert your team, all in just one click.

Create Float project from new Xero account

Create Float person from new Xero contact

Create Xero task for new Float task

Got a different automation in mind? Describe it and let Integrately AI build it for you.

Connect more apps to your Float + Xero flow

Sync project billing with your broader task management, document storage, team chat, spreadsheets, email, and payment tools. Pick a combination and activate it in one click.

Supported triggers and actions for Float and Xero

Mix and match to build the exact automation you need

What can you automate with Float + Xero?

Streamline your resource planning and accounting workflows with automated triggers and actions.

Who is Float + Xero integration for?

Project managers, finance leads, and agency operators connect Float to Xero to eliminate manual billing errors and keep financial tracking accurate across teams.

Did you know?

Our team can create automations for you... At no extra cost!

Why choose Integrately to automate Float + Xero

Build and manage your Float + Xero automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.

How Integrately Works?

Trusted by 42,000+ Customers

Related Posts

How to better manage accounts & finances with the top 12 Xero Automations

Frequently Asked Questions

Want to automate something else in your workflow?

You Can Also Connect Float or Xero With 1500+ Other Apps

Automate Your Tedious Tasks With A Single Click

It's so easy a caveman could do it.

Automate Your Tedious Tasks
With A Single Click