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Automatic Document Signing in Xero

Posted on April 19, 2022 by Roslyn Little

DocuSign has announced a partnership with Amaka to build its first official accounting integration with Xero.

The integration, now available globally through the Amaka portal, will allow users to automate document signing by syncing Xero documents with DocuSign eSignature for signing electronically, before pushing the finalised document back to Xero.

The Amaka-powered integration, built using the DocuSign eSignature API, will capture the Xero documents such as invoices, bills, quotes, expense claims and purchase orders.

APAC group vice-president and general manager at DocuSign, Dan Bognar, said the ability to electronically sign important Xero accounting and finance documents would deliver an elevated customer experience.

It would save valuable time by streamlining the process and eliminating the need to print, sign, post or email documents.

“We are excited to partner with Amaka to offer this new integration with Xero to our joint customers,” he said.

“With Amaka’s history of developing top-of-the-line, accurate and customisable integrations, paired with their highly rated customer support, we knew we could count on them to bring deep accounting automation to more of our users around the globe.”

The new process would also allow executed documents to be attached as a PDF within the respective Xero files.

Customisable integration would enable users to incorporate all signing and envelope features DocuSign eSignature offers.

The chief executive at Amaka, Pedram Afshar, said with the goal of reaching more small and medium businesses, the company had been aiming to expand beyond point-of-sale and e-commerce accounting integrations to develop a wider range of data automation tools.

“We’re thrilled to be giving our customers access to automation tools completely free-of-charge, meaning they can save a tonne of hours without breaking the bank,” Mr Afshar said.

“It’s an honour to be partnering with an innovative, global technology company to make this happen.”

Amaka integrations are currently being used by over 30,000 businesses across the world to automate their accounting processes.