Xero is a cloud-based accounting software platform designed mainly for small and medium-sized businesses.
Please Note: Only Xero account holders are able to use their services through Boex. Registering for an account is quick and easy and will benefit you in the long run if you are considering accounting support and services.
How Boex and Xero work together
Boex focuses on simplifying the trade side of your business by helping you create, share, and manage key digital trade documents such as Commercial Invoices and Purchase Orders.
All documents operate within a legally recognized digital framework, including alignment with the UK Electronic Trade Documents Act 2023, so you can trade with confidence in a secure and compliant environment.
Xero, on the other hand, focuses on the accounting side — keeping track of your company’s financial records, payments, and cash flow.
Stage | Boex handles | Xero Handles |
Trade Setup | Create and issue digital trade documents (BoE, Invoice, PO, etc.) | The ability to create documents from importing data through Xero |
Execution | Track acceptance, negotiation, or payment terms | Records the trade value as accounts receivable/payable |
Payment | Confirms when a trade is settled | Reconciles the payment with your bank account |
Reporting | Stores digital records of the trade | Generates financial statements and tax summaries |
How Boex works with Xero
Boex now connects with Xero to make your trade documentation even smoother.
Import documents from Xero to Your trade
Already created an invoice or trade document in Xero?
You can easily pull it straight into Boex and attach it to your trade.
Here’s how:
Choose Xero (external app) as your document source.
Sign in to your Xero account if needed.
Pick the document you wish to attach. Boex will show you all available options.
Once you select it, it will be imported directly to your trade.
That’s it. You’ve successfully pulled a document from Xero into your Boex trade!
For a detailed walkthrough, check out:
Need more help?
For any further Questions on Xero and how Boex will be using it within the platform, don’t hesitate to contact support at [email protected]