Onboard customers and suppliers in minutes — Creditsafe & Xero, automated.
One flow for the two hardest parts of new trading relationships. Customers self-serve through a branded invite, get Creditsafe-checked automatically, and are provisioned in Xero on approval. Suppliers self-serve too, then get a dedicated invoice inbox that feeds straight into your AP pipeline and posts to Xero.
Who it's for
Finance
New trading partners live in Xero without back-and-forth.
Credit control
Automatic Creditsafe checks before you extend a penny of credit.
Purchasing
Verified suppliers, one inbox, invoices straight to Xero.
Why teams love it
Outcomes, not just features.
Automated Creditsafe checks
Runs on submit, report attached to the record, credit limit suggested.
Auto-provision to Xero
Approved customers and suppliers land as Xero contacts, fully coded.
Dedicated supplier invoice inbox
Verified suppliers get a branded address; invoices flow straight into AP.
Branded self-serve
Your logo, colours and welcome copy — not a generic vendor form.
How it works
Invite
Send a tokenised invite link to a new customer or supplier.
Self-serve
They complete the structured form — contacts, addresses, banking, documents.
Check & provision
Creditsafe runs; on approval, the record is created in Xero and inboxes are issued.
Everything included
Customer onboarding
Branded invite pages
Your brand from step one; tokenised links per customer.
Automated Creditsafe checks
Report attached to the record, credit limit suggested.
Automated provisioning to Xero
Approved customers created in Xero, fully coded.
Document capture
IDs, tax docs, certificates — stored securely on the record.
Supplier onboarding
Self-serve supplier form
Suppliers complete their own record; you approve.
Dedicated supplier invoice inbox
Per-supplier or per-workspace email address, straight into AP.
Bank detail change alerts
Any change is flagged, held for review and audit-logged.
Auto-post to Xero
Verified suppliers' invoices post to Xero after approval.
Governance
Full audit trail
Who submitted what, when, and every decision recorded.
Role-based approvals
Route approvals to finance, purchasing or credit control.
Plays nicely with
Frequently asked questions
What happens if Creditsafe fails a customer?+
The record stays in review with the report attached. Nothing is pushed to Xero until you approve.
Do suppliers need a login to send invoices?+
No — after onboarding they get a dedicated email address; invoices are just email.
Can we customise the questions?+
Yes — customer and supplier forms are configurable per workspace.
How are bank detail changes protected?+
Any change to a supplier's bank details is flagged for review and audit-logged before it takes effect.
Does it work without Creditsafe?+
Yes — Creditsafe is optional. You can run the flow without checks or plug in a different provider.
Pairs well with
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