Xero automations

7-day trial
Free templates
Setup included

MESA is the fastest way to connect Xero to everything you use — without writing code or hiring developers. Build workflows instantly by describing what you need, or choose from 300+ pre-made templates that solve common tasks. Multiply your impact without multiplying the work.

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Start when...
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Ready to integrate Xero? Try MESA free for 7 days.

Our support team will help you set up your first workflow for free.

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Start from customizable templates

MESA includes pre-made Xero workflow templates to get you started quickly.

Or, build your own Xero workflow

Making workflows is easy. Triggers start a workflow then, actions occur when it's running. Read more Xero docs in our knowledge base.

Popular use cases for automating Xero

Connecting Xero into workflows helps you get more done in less time.

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Data integration →

Send every Shopify order to Xero without manual entry

When an order is placed, MESA creates the corresponding record in Xero — customer, line items, amount — automatically. Your accounts stay current from the moment a sale happens without anyone re-entering data.

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Order automation →

Generate Xero invoices from Shopify wholesale orders

When a B2B or wholesale order comes in, MESA creates an invoice in Xero and routes it to the right customer account. Your billing runs without the manual step between your store and your accounting software.

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Customer experience →

Keep customer records consistent across Shopify and Xero

When a new customer places their first order, MESA creates or updates their record in Xero to match Shopify. Your accounting and your storefront always reflect the same customer without periodic reconciliation.

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Fulfillment operations →

Flag refunds and cancellations before they affect your books

When an order is refunded or cancelled in Shopify, MESA updates the corresponding Xero record and notifies your finance team. Nothing falls through the cracks at month-end reconciliation.

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AI powered automation →

Let AI categorize transactions before they reach your accounts

Your AI assistant reads incoming Shopify order data — product type, customer tags, sales channel — and applies the right classification before writing to Xero. Your chart of accounts stays organized without manual review on every transaction.

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Need help?
Get help building any workflow.

Talk to experts that will help you personalize any template or build a custom workflow.

Request a workflow →

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Automate your work in less clicks

MESA makes automation achievable so you can multiply your impact without multiplying the work.

Try MESA for free 7-day trial included. Cancel anytime.
Not just software—partnership

Expert support included

MESA includes hands-on support from automation experts who know how to get things done.

Free workflow setup

Free workflow setup

Book a session and we'll build your first workflow with you—live. Most merchants walk away with automation saving 5+ hours/week.

Fast response times

Fast response times

Average first response: Same day, Critical issues: Immediate escalation
Complex builds: 24-48 hours

Ongoing optimization

Managed services available

Personalized workflow reviews, and quarterly check-ins to identify new automation opportunities as your business grows.

Real humans, always

Real humans, always

Live chat with real automation experts (not bots). Email support monitored 9am-5pm PST. Google Meet sessions for complex workflows.