Auto-generate Xero invoices from every signed proposal
Xero is a powerful cloud accounting platform with a strong following among agencies and professional service firms in the UK, Australia, and New Zealand. Connecting Xero to Pitchsite means your invoicing is automatic — every signed proposal becomes a Xero invoice instantly, with correct line items, tax codes, and payment terms.
A step-by-step look at how Xero and Pitchsite work together.
Authenticate Pitchsite with your Xero organisation. Contact records, account codes, and tax rates sync immediately.
Define how each proposal service type maps to a Xero account code (e.g., "Design Services" → 200, "Consulting" → 201). Tax rates apply automatically based on your Xero configuration.
When a proposal is accepted, Pitchsite creates an Approved invoice in Xero instantly — client contact, invoice lines, due date, and payment terms all pre-populated from the proposal.
If the proposal client isn't a Xero contact yet, Pitchsite creates them in Xero when the proposal is signed — name, email, company, and billing address populated from the proposal.
When Xero marks an invoice as paid (after bank reconciliation), Pitchsite updates the deal record accordingly — a complete picture of signed, invoiced, and paid revenue.
Real ways agencies use Xero and Pitchsite together.
Send 10 proposals this week, sign 4. Xero automatically has 4 invoices ready to send — no bookkeeper needed for the initial invoice creation. Faster billing, fewer errors.
Pitchsite proposals create Xero invoices the moment they're signed, meaning your revenue recognition is immediately accurate for month-end reporting.
Monthly retainer proposals in Pitchsite create repeating Xero invoice templates — automatically generated on the billing date each month without manual action.
Xero's multi-currency support + Pitchsite's proposal engine means you can win international clients, sign proposals in their currency, and have invoices generated in Xero with zero currency friction.
Why agencies connect Xero to Pitchsite.
Auto-generate Xero invoices from every signed proposal
Try Pitchsite free →No credit card required. Free to start.
Start for free. Your first proposal is live in 5 minutes. Integrations set up in seconds.
Get started free →Pitchsite creates the invoice in Xero in an Approved state. You can choose to have Xero send the invoice automatically via its email delivery, or send it manually from within Xero.
Yes. You can configure Pitchsite to create a Xero Quote on proposal send, and automatically approve and convert it to an Invoice when the prospect signs.
Yes. If a proposal includes a PO number field, Pitchsite passes this to the Xero invoice reference field automatically.
The integration is specifically for invoicing and contacts. Xero Payroll is unaffected and managed separately within Xero.
Other tools that work well alongside Xero + Pitchsite.
Sync signed proposals to QuickBooks invoices automatically
View integration →Collect deposits and payments directly from your proposals
View integration →Invoice clients immediately from accepted proposals via FreshBooks
View integration →