Xero is a cloud-based accounting software designed for small to medium-sized businesses. It offers tools for invoicing, bank reconciliation, inventory management, and financial reporting, allowing users to manage their finances efficiently and collaborate with their accountants in real time.
Trelica's integration with Xero provides essential functionalities for managing your organization's SaaS environment effectively. This integration helps you streamline financial data while maintaining a firm grip on user management and license entitlements.
Key Features
- Licenses: Syncs SaaS license entitlement and user assignment information, giving insights into your current licensing status.
- Payments: Returns SaaS spend data from financial systems, including transaction details such as payment date, amount, description, and expense claimant.
- User Roles: Returns user role assignments in the integrated app, helping you understand user responsibilities within your organization.
- Users: Syncs user data, including account status, type, and IDs, augmenting the core user data available from Identity Providers.
Key Benefits
- Enhanced Financial Management: Manage and analyze your spending on software applications seamlessly with detailed payment insights.
- Comprehensive User Oversight: Gain a clear understanding of user roles and assignments, ensuring appropriate access levels throughout your organization.
- Improved License Management: Easily track and manage SaaS license entitlements to optimize your subscriptions and reduce unnecessary costs.
- Efficient User Data Synchronization: Maintain up-to-date user information across your systems, enhancing team collaboration and productivity.
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