collects.io and Xero: help
How collects.io works with your Xero ledger, how to get started, and answers to common questions.
Two weeks free. £1 card check, refunded. Nothing is sent to your customers. Switch off before day 14 and you pay nothing.
How collects.io works with Xero
You connect with Xero's own sign-in and choose the organisation to connect. collects.io connects one Xero organisation per account.
- 1Your Xero ledgerRead-only. We read contacts, sales invoices, payments and credit notes, with 24 months of history.
- 2collects.io, in the UKYour ledger is stored and our AI runs in the UK (AWS London). We find why each invoice is unpaid and build your day-one starting point and cash forecast.
- 3Your own mailboxOn Collect, we know what to send, when and to whom. Emails go from your own mailbox, not from Xero and not from us.
- 4Your customersThey hear from you. On Visibility, nothing is sent to your customers.
Getting started
Set-up takes a few minutes, and you see your own numbers in about 2 minutes. Prices exclude VAT; full prices are on our pricing page.
Sign up
Click Get this app on the Xero App Store listing (or Sign up on www.collects.io) and enter your work email. You accept our terms on this screen.
Set your password
Open our invitation email (not in your inbox after a few minutes? check junk) and set a password.
Connect Xero
Sign in with Xero (Xero's own screen) and choose the organisation to connect, read-only. collects.io connects one Xero organisation per account.
£1 card check
When you connect Xero we check your card with a £1 charge, which we refund.
See your own numbers
Your dashboard opens on your live Xero ledger about 2 minutes after you connect. Two weeks of Visibility are free: all 29 analytics, 19 of them not in Xero. Nothing is sent to your customers.
Day 14
With notice, you move to paid Visibility (all 29 analytics) at the platform fee for your annual invoice volume, from £9 a month, charged to the card you gave at sign-up. Plans carry a 12-month commitment from day 15; you can switch off before then.
Move to Collect
Move to Collect with one click whenever you want us to resolve and collect. Collect is £3.25 per invoice collected, falling to £2.25 at higher volumes, plus the platform fee. Moving to Collect starts a new 12 months.
Sending settings
During set-up you choose how many emails a customer can receive each week, the minimum days between them, and whether sending pauses on weekends and UK bank holidays. You can see them at any time in Settings > Frequency; to change them, contact us.
To stop emails to one customer, use Do Not Disturb on the customer's page. To stop emails for one invoice, use Pause reminders on the invoice's page.
FAQ
What does the integration do?
It reads your Xero sales ledger to show every unpaid invoice and why it is unpaid. On Collect, it resolves the cause and collects, sending emails from your own mailbox.
What does it not do?
It never writes to Xero: no new invoices, no changes, no payments recorded, no deletions. It does not take payments. On Visibility it sends nothing to your customers.
Which Xero data do you read?
Contacts, sales invoices, payments and credit notes, with 24 months of history.
When and how does data sync?
When you connect, we import your Xero data in full. After that, Xero tells us when an invoice or contact changes, and we pick up the change within seconds. We also check every connection every 15 minutes and recheck payments once a day, so nothing is missed. There is no refresh button to press.
How do payments show in Xero?
Payments are recorded in Xero the way you record them today. collects.io reads them; it does not post them.
How do I reconcile?
Nothing changes in your Xero reconciliation, because collects.io does not write to Xero.
How do I disconnect from Xero?
In Xero, open Settings, then Connected apps, choose collects.io and disconnect. You can also disconnect in collects.io: go to Settings > Integrations, and under Xero choose Disconnect. Only an Owner or Admin can do this.
Is my data used to train AI?
No. Our models are trained on synthetic invoices we generate ourselves.
Can I control what is sent to my customers?
Yes. Sending limits apply from day one, and no emails are sent at weekends, or on UK bank holidays if you switch this on. You can pause any customer or invoice; 28 pre-send checks hold any invoice that would fail; the day-90 formal notice always waits for an owner or admin to approve it; every action is logged with its reason.
What does it cost?
Visibility: two weeks free, then from £9 a month (platform fee by annual invoice volume). Collect: £3.25 per invoice collected, falling to £2.25 at higher volumes, plus the platform fee. 20% off the platform fee for annual prepayment. Prices exclude VAT.
Is it for accountants and bookkeepers?
Yes: a read-only tool you can recommend, with published prices and a referral programme.
Contact us
Email support@collects.io or call 0330 633 2274.