Pencil & Xero gives you beautiful accounting and simple accounts.
Better Customer Onboarding
White-labeled credit forms with your branding integrated into your website. Customers simply click apply now, enter your ABN and hit “GO”. This kicks off a 90-second onboarding process that speeds up the time to first order.
Remove Double Handling
Once you approve a new customer, their information auto-populates both Xero and your inventory system, with payment details tokenised for recurring billing; Eliminating time consuming double data entry.
Audit & Compliance
Better adherence to accounting and regulatory guidelines including PCI & Banking Compliance, a full audit history to trigger collections quickly. Revenue from contract with customer forecast (OFRS-15) & fraud reduction.
Smarter Credit Control
Perform a cross suppler credit check & monitor credit files, for new and existing accounts, signed supply agreements, credit checks & payment info for your pay-as-you-go customers or trade accounts.
Increase Staff Productivity
Staff save the time they usually spend manually checking forms, entering data & chasing customers. Pencil delivery business efficiencies on every line.
Pencil works hand-in-hand with Xero to deliver solutions, including multi-invoice payment plans and partial payments, coupled with our industry leading clearing account and reconciling feature.
We were the first Pencil customer. We are in a complicated sector that includes selling goods & services, plus logistics, plus billing, plus collections, plus admin. Their knowledge has helped us not have to worry about billing, collections and a hell of a lot of admin, so we can focus on selling and delivering.
David GouldManaging Director - E Wash Commercial Laundry
I have seen the journey of Pencil from a customer led idea, to a customer centric business operation delivering real value and real results.
Trevor TownsendStartupBootCamp - CEO
We got in touch with Pencil because of their credit forms. We process multiple invoices per month and were invoicing all of them. Pencil has saved us a hell of a lot of time by getting these customers signed up to direct debit agreements, so we don’t have to chase cash any more.
Matthew BartonOwner - Bin Boy Environmental
Xero is the world-leading online accounting software built for small business.
Get started with Pencil for Xero in 4 quick steps
Select your bank account, if you don’t have one you can click on the “+” icon and follow the steps.
Next select which account you would like to reconcile the Pencil transaction fees to. If you don’t have one you can click on the “+” icon and follow the steps.
Select the Sales account you would like to link if you manually import invoices in via Pencil.