TidyBuild + Xero

TidyBuild will make your business more efficient by optimising key processes. Tidy's goal is to create a world where businesses are efficient and sustainable. We have been delivering quality, pure cloud applications to businesses using Xero, being their official partner since 2011.

TidyBuild will make your business more efficient by optimising key processes. Tidy's goal is to create a world where businesses are efficient and sustainable. We have been delivering quality, pure cloud applications to businesses using Xero, being their official partner since 2011.

Official, trusted Xero App partner since 2011.

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5/5      2 Xero Reviews

Why use TidyBuild

Provide excellent customer service by keeping your clients informed of progress at every stage of the construction process

Keep your overheads low with monthly or yearly price plans based on features you actually use

Get a clear overview of all your construction projects in one place, including the materials, tools and resources you need to carry out work

Ensure nothing gets missed by tracking materials, resources, and expenses for each construction project

Easy to add users and custom reports as your construction business develops

Track actual versus planned costs, so you can see which clients and building projects are the most profitable

Delightfully Simple

Read why our customers love TidyBuild

The best thing is having everything for a project consolidated in one place. We can see where a job is at with the click of a button.

Kellie Larsen
Adan Larsen Builders

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Tracking the profits and losses of each project and learning which jobs and clients make money are among the main benefits.

Luke Hankins
BPM Group

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Great integration and easy to use. TidyBuild has made project management so much easier for our building company, onsite and in the office!

Annemijn Mear
NuHomes

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TidyBuild + Xero

  • check_circle Enter supplier invoices, material costs and labour time as they occur from a phone, tablet or laptop so they're always accurate and up to date

    check_circle Get real-time information on construction project costs, profitability and timeliness from the moment you create or import a project plan

    check_circle Describe, prioritise and assign project tasks and materials so that everyone stays on track to complete builds on time

    check_circle Check off and approve construction work in progress, and get alerts if materials or resources don’t show up on time

    check_circle Maintain a healthy cashflow by invoicing at regular milestones, not just at completion

    check_circle Make short work of invoicing and improve your cash flow by sharing transactions with Xero

Still have questions?

Got questions about connecting Tidy with Xero? You’re not alone! This section covers the most common queries we get about the integration — from syncing data and setting up the connection, to handling invoices and troubleshooting issues. It’s here to help you get the most out of using Tidy and Xero together.

What data flows between Tidy and Xero?

The integration between Tidy and Xero is partially bidirectional. It syncs customer data from Xero to Tidy and allows product-to-account mapping from Tidy to Xero.

For more information, please refer to the diagram below.

Does Tidy send purchase orders / sales invoices directly to Xero?

Yes, both purchase orders and sales invoices can be sent directly to Xero. There's also an option to send them in draft mode if preferred.

Can different products be mapped to separate accounts in Xero?

Yes, you can assign different Xero account (codes)

Can a Xero account be linked in Tidy to enable syncing?

Yes it can. To do this, the Xero account must be of the type 'Current Asset' for it to appear in Tidy and be available for syncing.

Can Xero Tracking Categories be set as defaults for customers in Tidy?

Not presently at this stage. However, it is currently a work in progress.