Phone.inc for XeroComing soon
The Xero phone.
Xero knows exactly what this customer owes you. Your phone does not. Phone.inc closes that gap, so the invoice and the balance are on screen while it is still ringing.
Alice Kerr
Incoming · Main number
XeroINV-0142 · £1,488.00 · £988 still due
34 invoices · customer since 2021
Last call · asked for 30 more days
What it does
Your invoices, on the line. Every call arrives with the balance attached.
Part-paid invoices are where the awkwardness lives. Phone.inc shows what was invoiced, what has actually landed, and what you promised, so you can be firm about the number and easy about the person.
- Caller context from Xero
- The invoice, what has been paid, and what is still due, next to the caller's name before you pick up.
- Whisper knows the balance
- “Paid five hundred, asked for thirty days, three weeks ago.” A brief only you hear, and the whole history in one breath.
- Agents that follow the money
- After the call, an agent finds the invoice, texts the online invoice link, and logs the call on the contact.
- Texts that get you paid
- Send the online invoice link, a statement, or a revised due date by text while you are still on the call.
- Voicemails with the invoice
- A voicemail about “the invoice” arrives with the right one attached, along with what is outstanding on it.
- Two-minute setup, when it opens
- You will connect it with your Xero login and pick an organisation. No accountant, no bank feed to rewire.
In the product
Five minutes with Alice. From first ring to logged call.
11:05:00
Incoming call
Before you answer
The call arrives with the balance attached. Alice's name, invoice 0142, the five hundred she has paid, the nine eighty-eight she has not, and the extension you gave her.
- Invoice and balance
- 34 invoices of history
- What you agreed last time
Alice Kerr
Incoming · Main number
XeroINV-0142 · £1,488.00 · £988 still due
34 invoices · customer since 2021
Last call · asked for 30 more days
11:05:10
Whisper
As you pick up
A short voice brief only you hear, read straight from Xero. You know she is three weeks past the extension before you say hello.
- Only you hear it
- Built from your books
- Two seconds, then you talk
Alice Kerr
Main number
“Alice Kerr. Invoice 0142. She paid five hundred of fourteen eighty-eight and asked for thirty more days. That was three weeks ago.”
11:11:05
After the call
After you hang up
An agent reads the transcript, texts Alice the online invoice link for the remaining balance, and logs the call on her contact in Xero.
- Reads the transcript
- Texts the invoice link
- Logs it on the contact
Alice Kerr
Call ended · 5:30
- Read the transcript
- Found INV-0142 in Xero
- Texted Alice the balance and a link
- Logged the call on her contact
Sent by agent · 11:11
Your stack
Your tools, one phone. Connect as many as you run.
Integrations aren't either-or. Connect Shopify for orders, Dinero for invoices, and anything else you use. Each one takes about two minutes, and every call reads them all.
Xero + Phone.inc
Answer with the balance on screen.
Join the waitlist. You get a free business number when your batch opens, and we will email you the day Xero connects.