IntegrationsEffortless Xero + Float integrations
Rapidly connect your accounting software, project management platform, and any other data source with the Tray Platform. Our low-code platform makes it easy to stand up custom Xero + Float integrations in minutes—without relying on IT.
Using our 100% visual builder, anyone can launch API-level integrations without needing extensive technical experience. Need Xero + Float connectors to take control of your finance and project data? Our platform makes it easy to bi-directionally sync any data source, including spreadsheets, flat files (such as CSVs), FTPs, webhooks, and any other cloud tool, even using data within custom fields.
Why stop with integrations? The Tray Platform also empowers you to build custom Xero + Float automation so you can seamlessly manage accounting processes at scale. Using dynamic, multi-step workflows, you can drive productivity and make financial planning a breeze. Now, you can use our platform to save hours of manual work, improve financial visibility, and deliver every project on time and at scale.
AutomationFlexible Xero + Float automation
Any business user in finance, e-commerce, product, IT, sales, revenue operations, or any other team across the organization can use the Tray Platform to streamline execution for mission-critical accounting processes. Our platform empowers you to drag and drop together custom Xero + Float automation that kicks off any operation, reacting to any trigger.
We offer a full library of pre-built connectors, data helpers, and custom logic operators so you can design customized workflows to meet any use case. Now, you can freely flow data for projects, tasks, invoices, and customer details between any number of tools. You can automatically create new tasks after you complete a transaction. Or, you can dynamically assign tasks to relevant stakeholders for time-sensitive finance projects.
You can deeply connect Float, Xero, and any other application in your tech stack, including your e-commerce software, internal chat tool, helpdesk, ERP, marketing automation platform, business intelligence software, CRM, office suite, and more.
Use casesScale your project and accounting processes
The Tray Platform gives business users the power to build Xero + Float integrations with ease. Technical users also have the power to run large-scale data jobs that touch massive volumes of data every day. And because of our elastic, serverless architecture, your workflows scale as your data needs change.
Take your accounting and project management processes to the next level with advanced Xero + Float automation. Need to execute financial planning with greater efficiency by creating holistic timelines with important deadlines and sharing them with relevant stakeholders? Need to unify invoices, returns, and banks within an integrated database? Need to streamline bookkeeping processes by creating tasks to manage billing and cash flow? The Tray Platform can automate any use case since we also connect popular tools such as Shopify, Magento, Salesforce, Slack, Power BI, HubSpot, Jira, Zendesk, NetSuite, and many others.
IT professionals trust our platform’s enterprise-grade security, which includes SOC 2 Type 2 certification and full compliance with data privacy regulations such as GDPR, CCPA, and HIPAA.
