This pack allows business owners, accountants or bookkeepers to manager their Xero data directly from Coda. There are many reasons why this maybe a valuable tool.
Manage Projects or Tasks will live, up to date information from Xero
Create a CRM in Coda and link relevant financial data to customers
Build custom reports and have the update automatically with Xero data
Design a Dashboard to keep a close eye on Key Metrics
Coda has a growing suite of other Packs that can be utilized along with Xero Pack for example you can use the Gmail pack to push invoices or proposals directly to customers
