Total Processing is innovating the payments process for businesses worldwide to become the most customer-focused payments company in the world. The company is disrupting the payments sector through the delivery of custom payment solutions across online and in-store channels to merchants worldwide.
With a solution built with completely scalable and bespoke technology, the company currently serves businesses across the North American, European and MENA markets.
Xero online accounting software for your business connects you to your bank, accountant, bookkeeper, and other business apps. Xero offers two-way sync of Accounts, Contacts, Invoices and Bills & Purchase Orders.
Recognizing Salesforce as an optimal platform for data visualization, the company aimed to enhance its capabilities by integrating Xero, a leading accounting software, with Salesforce.
In terms of delivering fast work, I really count for this team. They converted my Idea as per my choice, exactly the same market currently need. Absolutely fine services, which makes me happy. Great consultant, a good listener and prompt result.
Ensured smooth financial data exchange between the two systems.- Accelerated payment time by providing a clear dashboard displaying invoice payment statuses, thus improving cash flow.
- Enabled the sales team to promptly generate and send invoices to customers, minimizing duplication errors.
- Implemented automatic data synchronization between Salesforce and Xero, facilitating instant invoice generation from Salesforce and seamless synchronization of Contacts and Payments from Xero.
- Integrated invoices, credit notes, and invoice PDFs from Xero directly into the Salesforce platform.
- Established two distinct instances of Xero, tailored for customers in the UK and UAE, meeting specific financial and regulatory requirements.
- Developed custom reports in Salesforce, offering users a transparent view of financial data and simplifying analysis of financial metrics.
- Created an authorization protocol featuring a rotating refresh token, generated at intervals, to enhance security against theft and hacking.
- Designed an API capable of receiving invoices generated or modified in the last 24 hours, ensuring avoidance of processing duplicate IDs.
Increased the speed of the entire sale and billing process.- Enhanced decision-making and financial planning with centralized view of the financial data.
- Accelerated processing and decreased administrative burden through direct initiation and transmission of invoices from Salesforce to Xero.
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