Invoicing and payments, synced with Xero
Raise invoices, take payments and reconcile — all from your CRM, with a two-way Xero sync that keeps your accounts accurate without any double entry.
- Built for IAA-licensed advisers
- NZ · AU · CA · USA · EU
Everything Accounts & Xero can do
Built specifically for immigration advisers, every capability is designed to get you paid faster with less admin.
Invoices, contacts and payments flow both ways automatically — no double entry, no mismatched records.
Raise a branded invoice straight from a client’s file — no switching apps or rekeying their details.
Let clients pay invoices online, and watch payments reconcile automatically against the right case.
See what is paid, due and overdue across every client at a glance, without leaving your CRM.
Send polite payment reminders automatically, so you get paid faster with far less chasing.
Accurate, reconciled data gives you a clear view of revenue across the whole practice.
Why it matters
The real business impact of Accounts & Xero for immigration advisers.
No double entry
Two-way sync keeps your CRM and Xero in lockstep, so you never key the same invoice twice.
Get paid faster
Online payments and automated reminders shorten the time from invoice to cash in the bank.
Books that always balance
Reconciled, accurate data means month-end takes minutes instead of days.
Now with Sales Automation built in
Capture every lead and follow up automatically — without leaving your CRM. Two new systems ship first, each delivering value on day one.
AI Sales System & Messaging Unification
Knock Knock comes fully embedded inside Ezymigrate — see who's on your site, capture every enquiry, and unify every channel in one inbox.
- Identify and capture every website visitor
- One unified inbox across web, SMS & email
- AI sales agent engages leads instantly
Got a sec? 👋
Automation Flows
A visual workflow builder native to Ezymigrate — triggers, actions, outbound and booking. Everything you'd use a separate tool for, now inside your CRM.
- Drag-and-drop trigger-action workflows
- Automated outbound follow-up sequences
- Built-in booking and calendar handoff
Reach every lead, on every channel they use
WhatsApp AI AgentsQualify leads on WhatsApp.
Lead ManagementCapture & route every enquiry.
Ezymigrate Co-Pilot embedded in every screen, and Agentic Case Processing — part of our 2026 AI roadmap.
Accounts & Xero
questions, answered
Get a free demo
It is a two-way sync — invoices, contacts and payments flow automatically between Ezymigrate and Xero, with no double entry.
Yes. Raise a branded invoice straight from the file, with the client’s details filled in for you.
They can. Clients pay invoices online and payments reconcile automatically against the right case.
Payment tracking shows what is paid, due and overdue across every client at a glance.
Yes. Polite reminders go out automatically, so you get paid faster without the chasing.
Ezymigrate syncs with your existing Xero account, keeping it as your source of truth while removing the manual work.
Ready to see Accounts & Xero in action?
Join hundreds of immigration advisers who run their practice on Ezymigrate.
Get a free demo