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SiteSurvey + Xero
Receipts photographed on site, filed in the ledger.
Receipts photographed on site and hours logged against a project are already structured data. The Xero connection files them to the right customer and job — with the receipt image attached — so nobody re-keys them a fortnight later.
SiteSurvey sends
✓Expenses with the receipt image attached
✓Line items, net, VAT and total
✓Billable time against the project
What comes back
✓Customers and contacts
✓Tax rates and account codes
Connected in an afternoon, not a project.
01 · Pick the systemChoose it from the list in the web portal. Nothing to install on the phone — field crews carry on exactly as they were.
02 · Authorise onceSign in to the other system and approve access. The connection is held against your account, not an individual's laptop.
03 · Map it to your workDecide which projects, forms and folders it applies to, and what a completed survey should trigger. We'll do the first one with you.
See Xero connected to your own jobs.
7-day trial, full access, from £1 — or book a 30-minute demo and we’ll run it against the kind of work your team does.