SOLUTIONS / SYSTEM STACKS

Xero + simPRO.

Xero says what the month made. simPRO knows which jobs made it - and which quietly gave it back. The margin question lives in the gap between them.

For trades and field-service businesses · For business

WHY THIS PAIR

One system answers questions about itself.

The ledger records money after the fact; the job system knows the work as it happens. Blended at row level, a job's quoted value, actual labour, materials and invoiced amount sit in one place - so job profitability includes the jobs that finished and never got fully invoiced, and the month's result can be explained by the jobs that produced it. This is the stack behind the twelve-report build shown at our September webinar: one simPRO and Xero connection, reports from invoices and debtors through WIP, revenue recognition and job profitability to cash drivers.

THE QUESTIONS ONLY THE BLEND CAN ANSWER

Ask it, and where the answer comes from.

Which jobs are losing margin, and where does it go?

Quoted against actual, per job: labour hours from simPRO priced at real cost, materials as recorded, invoices as issued in Xero. The leak is usually visible - unquoted variations, labour overruns on one work type, or invoicing that lags completion.

What is our WIP and revenue recognition position, right now?

Work performed but not yet invoiced, from simPRO, reconciled to what Xero has recognised - a month-end adjustment most businesses estimate, read live instead.

Which technician or crew is actually profitable?

Recovered rate per person: hours worked against revenue produced, including callbacks and warranty time the ledger never attributes to anyone.

THEN IT RUNS ITSELF

Standing instructions people put on this stack.

Jobs past their quoted hours before they are past their quoted cost, daily
WIP over 30 days old by project manager, Mondays
Invoiced vs completed gap, so finished work does not sit unbilled

A Pulse is not an alert - it is work carried out end to end and sent to the right people. How Pulses work →

Xero + simPRO, answered.

Does VibeCFO integrate with simPRO?

Yes - a purpose-built pipeline lands simPRO jobs, labour, materials and WIP as rows in your own database, twice daily, next to your Xero ledger. It is one of the stacks with the deepest real-world use on the platform.

Can it do job profitability across simPRO and Xero?

That is the headline job: quoted, actual and invoiced per job in one view, margin by job, technician, and work type, and the month's P&L explained by the jobs underneath it.

We run multiple entities and one simPRO build - does that work?

Yes. The blend handles a group structure - one operational system across several ledger entities is a common shape, and job profitability can be cut by entity as well as by job.

See Xero + simPRO on your own data.

Connect the pair in your guided 14 days and ask the questions above of your own numbers - that is the whole trial.

Start your 14 days
Start your 14 days