From the first quote.
To the final receipt.

A quote becomes a job, the job needs people and materials, and every hour and purchase needs to reach the accounts. This showcase brings those steps together through Xero & Simpro integration, with agentic AI working in each system to move the next action forward.

Simpro provides the operational context for quotes, jobs, scheduling and purchasing. Xero provides the accounting context for supplier bills, customer invoices and payments. The integration connects the records so operations and finance can follow the same job.

The Simpro agent works through enquiries, drafts quotes, proposes schedules, prepares purchase orders and checks job progress and timesheets. It uses the job's scope, labour and material requirements to identify what needs to happen next.

The Xero agent supports accounts payable (AP) and accounts receivable (AR): preparing bill and invoice entries, identifying discrepancies, drafting payment follow-ups and proposing receipt matches. Shared job and document references connect its accounting actions to the operational work.

The agents coordinate handovers, flag missing information and present actions for approval where required. The team can see the source record, proposed change and outcome in the context of the job.

Turn an enquiry into a structured scope and draft quote, with labour, materials and pricing ready for review. Once the quote is accepted, carry the agreed scope into the job and propose a schedule around crew availability, skills and material readiness.

When a delivery slips or the scope changes, bring the affected bookings and costs back for review so the team can adjust the plan and communicate the change.

Start with the job's material requirements, prepare a purchase order (PO), obtain approval and track the supplier delivery. Goods receipting records what actually arrived, including partial deliveries and outstanding items.

Compare the supplier bill with the PO and goods receipt before preparing the AP entry in Xero. Quantity differences, price changes and possible duplicate bills become review items. Approved bills progress to payment review, with payment status linked back to the purchasing workflow.

Capture hours against the right job and activity, compare them with the schedule and flag missing entries or unusual hours. Supervisors review timesheets before approved labour flows into job costing and the configured payroll handover.

Bring labour and material costs together so the team can compare actuals with the quote, identify variations and prepare the billable work for invoicing.

Use approved work, milestones and variations to prepare customer invoices and carry the relevant details into Xero. The AR agent helps track due dates, identify overdue balances and draft follow-ups for the team to review.

When money arrives, propose a match to the customer invoice and record the approved receipt. Partial payments and unmatched receipts remain visible for follow-up, while payment status returns to the job so the team can see what is still outstanding.

For example, an accepted installation quote starts a job and a proposed crew booking. The materials list becomes a PO; a partial delivery leaves the missing items open. The supplier bill is checked against the received quantities, while approved timesheets capture labour costs. Completed work becomes a customer invoice, and the receipt closes the outstanding balance once matched.

Approval rules, system permissions and an action history keep each step reviewable. Contact Shadi for a walkthrough of the workflow and how it can fit your team's Xero and Simpro setup.