Third Party App Integration for Accountants – Xero, XPM & Outlook | Synkli

Accountants & Bookkeepers Businesses Sole Traders Individuals

Features

Client Management

Manage all client entities and jobs from a single dashboard.

Client Onboarding

Onboard new clients with compliance and data collection tools.

Collate Documents

Gather client files automatically across jobs and folders securely.

Deed Builder

Create company, trust and entity formation documents.

Ethical Clearance

Run ethical checks before client onboarding or engagements.

Inbuilt Email Manager

Maintain your emails with clients, jobs and documents.

Job & Workflow Tracker

Manage client jobs, tasks, lodgements and due dates.

Online Signature

Send and track documents for secure online signatures.

See All Features

Save time across jobs, clients & files

Work smarter with secure tools built for Australian accounting practices.

Client Management

All the complex client management turns are simplified with Synkli’s workflows, explicitly designed for the accountants. Centralised documents of associated clients and related collaboration with stakeholders.

Feature Image

Feature Image

Client Onboarding

Onboard clients efficiently without mistakes using Synkli’s automated workflows. From ID verification and ethical checks to agent nomination, everything is streamlined in an easy process flow reducing the back-and-forth communication to make it efficient.

Feature Image

Feature Image

Client Verification

Your client verification just got simpler. Synkli helps tax agents securely collect verified client IDs, meet ATO requirements and seamlessly onboard new clients with confidence, efficiently and hassle-free.

Feature Image

Feature Image

Collate Documents

Accountants streamline their documentation process using Synkli’s Collate Documents feature, designed by the accountants to save time, reduce follow-ups and ensure consistent ATO compliance.

Feature Image

Feature Image

Deed Builder

Save hours of your resources drafting the legal documents! Synkli’s Deed Builder feature automatically generates flawless deeds for the Companies, Family Trusts, SMSFs and other business entities in minutes—not days.

Feature Image

Feature Image

Ethical Clearance

Well-structured ATO-compliant client onboarding with Synkli’s ethical clearance workflow — timely risk assessments from previous tax agents and secure documentation for individuals and business entities.

Feature Image

Feature Image

Expense and Income Management

Simplify how your business tracks expenses, monitors income and prepares reports. Synkli offers powerful tools for businesses to manage finances accurately and stay organised across all activities.

Feature Image

Feature Image

Inbuilt Email Manager

Take control of your Outlook inbox with Synkli’s Email Manager. This communication tool empowers accountants to manage emails from multiple accounts in one place without switching. Synkli makes communication simple and efficient.

Feature Image

Feature Image

Job & Workflow Tracker

Streamline your practice management with Synkli’s job manager to boost efficiency by 30% through automation. Employ digital options to share and manage client financial data. Also, set milestones.

Feature Image

Feature Image

Mileage Tracking

Track your business travel easily with Synkli’s mileage tool. Log each trip, record expenses and maximise your car-related tax deductions without the hassle of manual entry or paperwork.

Feature Image

Feature Image

Online Signature

You have the freedom to send, sign and collaborate on your documents online from anywhere, anytime. Synkli’s document hub makes online signatures a simple, straightforward task that is legally valid.

Feature Image

Feature Image

Relay Room

Our Relay Room keeps your communication focused and secure by linking emails directly to specific jobs. Send, receive, and manage job-related conversations with precision, without any inbox clutter.

Feature Image

Feature Image

Security And Authentication

Keep your accounting firm safe with powerful authentication controls. From strong password settings to two-factor authentication, Synkli ensures your client data stays protected always.

Feature Image

Feature Image

Task Management and Reporting

Always be ahead of your deadlines with intelligent job and task workflows built to simplify routine operations.

Feature Image

Feature Image

Connected Practice Stack

Connect Xero, Xero Practice Manager and Outlook to Synkli to streamline your accounting workflows. Eliminate manual data entry, automate client management and stay on top of tasks all from one smart platform.

Feature Image

Feature Image

Workspace Management

Transform how your team works with a centralised system designed for peak efficiency. Streamline tasks, enhance collaboration, and unlock your practice's full potential, all within one intuitive platform.

Feature Image

Feature Image

Boost Your Practice with Synkli App Integration

With us integrate third party apps like Xero, XPM and Outlook. Automate data sync, no manual updates, and streamline practice management, all in one place.

Join Synkli Now!Learn More

One-Click Integrations

With some simple clicks connect the apps easily. It doesn’t need you to be some IT guru to have it all figured out.

Securely Auto-Sync

When you click on the save button, every client’s information, calendars, and tasks are updated across all the connected applications.

Workflow Without Interruptions

Synkli unifies all your business applications into a single workspace, saving you significant time and effort.

features

Integrate for Business Growth

Xero Integration

Sync client invoices, bills, and contacts between Xero and Synkli in real time.
Automate reconciliation, eliminating manual exports.
Track financial changes across both platforms in parallel.
Eliminate duplicate entry errors with two-way data flow.

app-connections-page--1

app-connections-page--1

XPM Integration

Push tasks, deadlines, and client details from XPM to Synkli.
Auto-update job statuses across systems without multiple logins.
Unified project tracking streamlines team workflows.
Cut administrative follow-ups by 60%.

app-connections-page--2

app-connections-page--2

Outlook Integration

Link client emails in Outlook directly to Synkli case files.
Track correspondence without switching tabs.
Outlook auto-logs important threads to activity histories.
Secure archiving with zero manual uploads.

app-connections-page--3

app-connections-page--3

Synkli – Your All-in-One Solution

Integrate all your important third-party applications into a single, unified workspace. Streamline operations and gain comprehensive insights for smarter practice.

Answers To Your Questions

cta top image

cta top image

Empower your practice with tailored tools built for accountants

Get a Free Consultation

It’s super straightforward—you just log in with your Xero credentials through Synkli’s interface, and you're connected. No tech expertise required—it usually takes under a minute.

Practice Management Updates

Resources and News for Better Practice Management

10 June, 2025

Download the Synkli App Free

Connect Smarter. Work Faster. Synkli Integrates It All. Integrate Xero, XPM, Outlook, and more, all your tools, synced and streamlined in one smart workspace.

Google Play

Google Play

Apple Pay

Apple Pay