Link member finance work to accounting
Connect the agreed membership finance workflow in Agend with the accounting process your finance team manages in Xero.
First-class integrations
Agend's first-class Xero integration helps membership teams connect the finance workflows around members with the accounting system their organisation relies on.
Discuss your Xero connectionConnect the agreed membership finance workflow in Agend with the accounting process your finance team manages in Xero.
Make it clear which membership activity belongs in Agend and which accounting activity remains in Xero.
The connection is designed around agreed domain and field ownership, keeping membership work and accounting responsibilities clear.
Agend remains authoritative for membership operations and the member information assigned to it.
It provides the membership context for the agreed finance workflow.
Xero remains authoritative for the accounting records and finance processes managed there.
It remains the operational home for accounting work.
Implementation approach
We work with the people responsible for membership and finance to agree the workflow, information boundaries and review points that suit your organisation.
Bring the membership and finance workflow you want to explore.