Allwis with Xero
Keep Xero.Add everything around it.
Your books stay in Xero, where your accountant already works. Allwis reads them every night and adds what sits around them: one view of every company, revenue and ARR, and the sales, jobs and team work that run the business.
WHAT ALLWIS ADDS
The parts a ledger was never meant to run
One view of the whole group
Each Xero organisation syncs into its own company. Consolidate them on a group chart of accounts with intercompany paired and eliminated, and set a group budget against actuals.
Revenue and ARR
Xero invoices matched to the contracts behind them and spread across the months they're earned, with ARR reconciled against recognised revenue.
Sales, jobs and the team
CRM and pipeline, proposals, jobs and timesheets, helpdesk, tasks and team chat, beside the group's numbers instead of in five more apps.
How the sync works
Connect Xero once and choose which organisations to bring in; each becomes its own company in Allwis. Every night Allwis reads each organisation's trial balance and records every completed month, account by account, so the P&L, balance sheet, budgets and consolidation here match Xero. The month in progress shows as a provisional figure until it closes.
If a past month changes in Xero, Allwis notices and records it again: the last two years are re-checked every night. When you want transaction detail and tracking for a month, upload Xero's Account Transactions export, and Allwis uses it only if it ties to Xero's own totals.
Allwis only reads. It asks Xero for read-only access and never creates, changes or deletes anything in your Xero file. Your accountant, your bank feeds and your returns stay exactly where they are.
WHO IT SUITS
Businesses whose ledger is fine, and whose everything-else isn't
Groups on several Xero files
A holding company and its subsidiaries, each on its own Xero organisation, reported as one group without a spreadsheet every month.
Software and subscription businesses
ARR, revenue recognised in the period it's earned, and the reconciliation between them, from the invoices you already raise in Xero.
Service businesses that outgrew the ledger
Pipeline, proposals, jobs, timesheets and helpdesk in one place, with the books still kept in Xero by the people who already keep them.
Accounting firms
Run the firm on Allwis — client record, AML/CTF, proposals, jobs and timesheets — while your clients keep their books in Xero.
If a company ever wants its books here too
Nothing about the sync commits you to moving. But once a group's reporting, revenue and day-to-day work live in Allwis, some decide the ledger should live there too. When that happens, you move one company at a time: the migration wizard brings its chart of accounts, contacts, opening balances and history across, and every other company stays on Xero, synced, for as long as you like.
QUESTIONS
Using Allwis with Xero
Does Allwis change anything in Xero?
No. It asks for read-only access and only reads: organisation settings, accounts, contacts, invoices, payments, trial balances and attachments. Nothing is written back.
Where do we raise invoices?
In Xero, for any company whose books stay there. Allwis reads those invoices back every night for revenue recognition and ARR. Raising the same invoice in Allwis as well would count it twice.
How current are the figures?
A month arrives the night after it ends. The month in progress shows on each company's P&L as a provisional figure, as at the day before.
Does our accountant need to do anything?
No. They keep working in Xero exactly as they do now. Someone with access to each Xero organisation connects it once.
Can we connect several Xero organisations?
Yes. Connect them in one sign-in and choose which to bring in. Each becomes its own company in Allwis, starting from the beginning of a financial year, and the group is consolidated here.
Keep Xero. See what sits around it.
We'll walk you through connecting a Xero organisation and what Allwis adds on top of it.