Keep your quoting and accounting workflow connected
Tradient handles the customer-facing quote. Xero remains the place where your accounting records belong. Connect your Xero organisation so accepted work can move into the next accounting step without repeatedly entering the same customer and job information.
14-day trial · No card required · Built in New Zealand
Tradient
Xero connected
Connect your organisation
Quote as normal
Customer accepts
Move into accounting
Customer view
Scope
Clear
Status
Review
What happens after a quote is accepted
The connection is designed to sit between an accepted quote and your existing accounting process, not to replace either system.
Connect your organisation
Authorise Tradient to connect with your Xero organisation from your account settings.
Quote as normal
Build and send quotes the same way, whether or not Xero is connected.
Customer accepts
The customer reviews and accepts the quote online, the same as any other job.
Move into accounting
Accepted work can carry forward into the next accounting step without re-typing customer and job details.
Tradient is not trying to replace Xero
Tradient is not intended to replace accounting software. It handles the quoting and customer-facing workflow, while the Xero connection is designed to reduce repeated work between quoting and accounting.
Secure Xero connection
Connect your Xero organisation directly from your Tradient account.
Clear connection status
See at a glance whether your organisation is connected and working.
Less repeated data entry
Customer and quote information carries forward where supported, instead of being typed twice.
Disconnect any time
Remove Tradient’s access to your Xero organisation when you need to.
Built to sit alongside Xero, not compete with it
Tradient stays focused on the customer-facing quote and approval experience. Xero remains your accounting system of record.
Businesses already using Xero for accounting
Owners who currently re-type customer details between systems
Teams that want fewer duplicate records after a quote is accepted
Related paths through Tradient
Follow the part of the workflow that matters most to the way you quote today.
About xero connected
Yes, optionally. Connect your Xero organisation so accepted quotes can carry customer and job information into your accounting workflow. You do not need Xero to use Tradient.
Ready to quote faster and win more?
Start your free 14-day trial. No card required.