Enterprise use case · CRMConnect + Xero
CRMConnect invoicing to accounting
Invoices raised in CRM are entered in accounting by hand. CRMConnect invoices are recorded and reconciled in Xero with exceptions approved.
Systems involved
What each system contributes
69 actions
- Invoices6
- Clients4
- Contacts5
41 actions
- Invoices13
- Payments8
- Bank Transactions10
CRMConnect has no trigger source, so a schedule, HTTP poll or webhook starts the run. Operations outside the listed CRMConnect groups use its API or Rules + Code.
Architecture
One governed run
How it starts: A schedule, HTTP poll or webhook starts the run. CRMConnect has no trigger source.
Step by step
How the process runs
- 01
Invoice
CRMConnect invoices, clients and contacts are read.
- 02
Record
Xero invoices are created or matched.
- 03
Reconcile
Xero payments and bank transactions are matched to the invoice.
- 04
Exceptions
Differences wait for finance.
Control
Human decision and exception path
Human decision
Finance approves any adjustment or write-off.
Exception path
- Unknown clients route to correction.
- Duplicate invoices are blocked.
- Xero errors are retried.
Evidence
What gets audited
- Invoice data.
- Match result.
- Approval.
- Xero references.
Nexus runs on premises, in private or sovereign cloud, or air-gapped. Credentials stay in the vault, roles decide who can approve, and the execution record stays inside your deployment boundary.
Sovereignty and deploymentRelated
Patterns, connectors and next steps
- Stripe-Xero integration
Integration pattern · Billing events become reconciled accounting entries with exceptions reviewed.
- CRMConnect connector
69 pre-built actions
- Xero connector
41 pre-built actions
- Compliance evidence
Evidence produced by the work itself.
- Order to cash across CRM, ERP and billing
Another enterprise use case.
FAQ
Questions about this use case
- Does Nexus replace any of these systems?
- No. Each system keeps its own records. Nexus runs the process between them and records each decision.
- How does the run start?
- A schedule, HTTP poll or webhook starts the run. CRMConnect has no trigger source.
- What if a step is not covered by a pre-built action?
- CRMConnect has no trigger source, so a schedule, HTTP poll or webhook starts the run. Operations outside the listed CRMConnect groups use its API or Rules + Code.
Use case review
Discuss this use case
Bring your version of the process. We will map the systems, approvals and evidence it needs.