WORKFLOW AUTOMATION

UK professional services firms where the bookkeeper manually creates a Xero invoice after the CRM marks a deal won, the Shopify order sits unreconciled until the Monday batch run, and the GoCardless payment webhook fires into silence because no downstream automation was ever built are running on manual labour where connected systems should be doing the work

Ignited Nepal designs and builds the workflow automations that connect Xero, HubSpot, Shopify, GoCardless, and your other UK platforms so your team stops filling system gaps with manual work.

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This is for you if

Who This Is For

Accountancy and bookkeeping practices running Xero or Sage for client billing and a CRM or practice management tool for engagement tracking have a structural gap between the two systems. When a new client engagement is accepted, the invoice in Xero does not create itself. The engagement letter does not dispatch itself. The overdue invoice follow-up does not run on a schedule. Each of these actions requires a staff member to recognise the trigger, switch applications, and complete the action manually. Automations connecting your practice management system to Xero can create draft invoices at engagement acceptance, dispatch engagement letters via DocuSign or HelloSign on a defined trigger, and escalate overdue invoice reminders through a timed sequence without any staff involvement after the initial setup. For practices operating under HMRC Making Tax Digital, those automations also ensure that transaction data reaches Xero in the correct format and on time, removing the manual reconciliation that currently falls to senior bookkeeping staff.

E-commerce businesses running Shopify as their sales platform and Xero for accounting face a reconciliation gap that typically grows larger as order volume increases. Without a live connection between Shopify and Xero, a bookkeeper is exporting order data, formatting it, and importing it into Xero manually, often on a weekly cycle that leaves up to seven days of unreconciled revenue on the books. Refunds, partial fulfillments, and multi-currency orders each require individual manual adjustments that compound the reconciliation workload. A properly configured A2X or Make automation pushes Shopify orders, refunds, and payment settlements to Xero in real time with correct VAT coding, account mapping, and currency conversion. The bookkeeper stops managing the data flow and starts reviewing a reconciled ledger. Third-party logistics integrations, where a dispatch event in a 3PL system triggers a Xero cost entry and a Shopify fulfilment update, can be added to the same automation layer once the core Shopify-Xero connection is stable.

Solicitors, management consultants, financial advisers, and other professional services firms typically send proposals through a CRM or document tool and then rely on sales staff to remember when to follow up. When a quoted proposal goes quiet, the follow-up depends on the sales rep checking their pipeline, recalling when the quote was sent, and making a judgment call about whether to re-engage. For firms with more than ten active proposals at any time, that mental overhead is substantial and the drop-off rate on unresolved quotes reflects it. Automated follow-up sequences triggered by quote expiry dates, last-opened timestamps, or time-since-sent intervals can run GDPR-compliant re-engagement messages without staff involvement. HubSpot sequences, Make automations, or direct CRM workflow triggers can be configured to send a first follow-up at day three, a second at day seven, and a final re-engagement at day fourteen, with each message templated to match your firm's communication style. The sequence stops automatically when the prospect responds or the deal is marked closed. No staff memory required.

Subscription businesses collecting direct debit payments through GoCardless often have no automation downstream of the payment event. A payment completes in GoCardless, the finance team receives a notification email, and someone manually updates the CRM record, sends a confirmation to the client, and marks the invoice paid in Xero. When a payment fails, the direct debit failure event may reach the finance inbox but trigger no automated dunning sequence, no client notification, and no CRM status change. GoCardless exposes payment events through webhooks that can trigger immediate downstream actions in your CRM, accounting system, and email platform. A payment confirmed event can update the CRM contact, create a Xero payment record, and send an automated confirmation to the client within seconds. A payment failed event can trigger a structured dunning sequence: an immediate client notification, a CRM task assigned to an account manager, and an automated retry instruction sent back to GoCardless after a defined interval. These automations exist as webhook configurations. They have simply not been built for most UK subscription businesses.

What's broken

What's Broken

Xero and CRM disconnect: invoice creation remains a manual task for every UK deal close

The most common manual process in UK professional services is the creation of a Xero invoice after a CRM deal is marked won. The sales rep closes the deal in HubSpot or Salesforce, sends an internal message to finance, and a bookkeeper opens Xero, creates a new invoice, re-enters the client name, address, line items, VAT code, and amount from the CRM record, and sends it. This process takes between fifteen and thirty minutes per invoice depending on the complexity of the deal, and it happens every single time a deal closes regardless of whether the information was already sitting in the CRM in a form that Xero could receive directly via its API. For UK businesses operating across the April to March financial year, the volume of manually created invoices concentrates at quarter-end periods, precisely when bookkeeping staff are already under pressure from VAT return preparation and management accounts. The manual invoice creation backlog that builds in January to March and June to September is predictable and preventable. The Xero API allows external systems to create fully formatted invoices with correct contact mapping, line item structure, VAT coding, and currency settings. The HubSpot and Salesforce APIs expose deal data in a format that can be mapped directly to those Xero invoice fields. The automation connecting them requires a mapping exercise, a data validation layer, and a webhook trigger. Most UK businesses have never had anyone build it, so the bookkeeper continues to do the work by hand. Under HMRC Making Tax Digital, correctly formatted transaction data is not optional. Invoices created manually carry a higher risk of formatting errors, incorrect VAT codes, and contact record mismatches than invoices generated by a validated automation that applies the same mapping rules to every deal. The compliance case for automating the Xero invoice creation step is as strong as the efficiency case.

GoCardless payment webhooks not connected to CRM or client communications

GoCardless processes direct debit payments for thousands of UK subscription and services businesses, and for the majority of them the payment event ends when the funds are confirmed. No CRM record updates. No automated client confirmation. No Xero payment application. A staff member receives a GoCardless notification email, opens the CRM, finds the contact, updates the payment status, sends a confirmation email, opens Xero, finds the invoice, and marks it paid. That sequence, multiplied across every payment in a monthly billing cycle, consumes hours of finance staff time that serves no analytical or decision-making purpose. It is data copying from one system to another. GoCardless exposes a comprehensive set of payment webhooks: payment created, payment confirmed, payment failed, payment cancelled, subscription created, subscription cancelled, refund created. Each of these events can trigger an immediate, structured response in connected systems. A payment confirmed webhook can fire a Make or Zapier scenario that updates the CRM contact field, creates a Xero payment record, and sends a templated confirmation email to the client, all within seconds of the GoCardless event. A payment failed webhook can initiate a dunning sequence: a client notification via email, a CRM task for the account manager, and a retry instruction back to GoCardless after a defined waiting period. For UK subscription businesses managing more than fifty active direct debit customers, the manual process of handling payment events is not sustainable at scale. The automations are not technically complex. A GoCardless payment confirmed event has a well-documented webhook payload that maps cleanly to CRM contact fields and Xero payment records. The gap is not a technical limitation. It is the absence of the configuration that would connect the event to the downstream actions.

Shopify orders reconciled manually in Xero on a weekly batch cycle

UK e-commerce businesses running Shopify as their sales platform and Xero as their accounting system frequently manage the connection between the two through manual export and import. A bookkeeper exports Shopify order data to a CSV file, formats it to match Xero's import template, maps VAT codes to the correct Xero tax rates, and imports the file, typically on a weekly cycle. Refunds require a separate export. Multi-currency orders require manual exchange rate adjustments. Shopify Payments settlements arrive as separate lump sums that need to be reconciled against individual order records by hand. The A2X integration platform and the Make automation platform both offer direct Shopify-to-Xero connection that eliminates the manual export-import cycle entirely. A2X posts daily or per-settlement summaries to Xero with correct account mapping, VAT coding, and Shopify Payments reconciliation built into the posting logic. Make can push individual orders to Xero in real time with field-level mapping that handles VAT calculation, shipping income, and discount coding without manual intervention. Either approach removes the weekly batch run from the bookkeeper's workload and moves the Xero ledger to a near-real-time state. The risk profile of manual Shopify-Xero reconciliation extends beyond staff time. VAT errors introduced during manual CSV formatting, duplicate entries created when a CSV is imported twice by mistake, and refunds that are missed in the weekly batch all create reconciliation issues that take significantly longer to investigate and correct than they would have taken to prevent. For UK businesses approaching the VAT threshold or already VAT-registered, the accuracy of Shopify revenue data in Xero is directly relevant to the quarterly VAT return.

Quote follow-up depends on a sales rep remembering to call

UK professional services firms send proposals and quotations to prospects and then depend on individual sales reps to monitor their pipeline and decide when to follow up. There is no system prompt. There is no automated reminder. There is no sequence that runs when a proposal passes a defined number of days without a response. Whether a prospect hears from the firm again after receiving a proposal depends entirely on the sales rep's workload, their habit of reviewing open quotes, and their judgment about when a follow-up is appropriate. Firms that have measured their closed-lost rate on quoted work typically find that a material proportion of lost business went quiet rather than being explicitly rejected. A GDPR-compliant automated follow-up sequence resolves this without requiring the sales rep to manage any timelines manually. HubSpot's native sequence tool, or a Make automation connected to the CRM and an email platform, can trigger a structured follow-up schedule based on the quote sent date or the last email open timestamp. Day three after the quote is sent: a brief check-in. Day seven: a link to a relevant case study or supporting document. Day fourteen: a final re-engagement message that offers a call to discuss. Each message is sent from the sales rep's email address, personalised with the prospect's name and the specific service quoted, and formatted to match the firm's communication style. GDPR compliance in an automated follow-up sequence requires that the prospect has given a valid legal basis for receiving marketing or sales communications, that each message includes an opt-out mechanism, and that the sequence stops immediately when an opt-out is recorded. All of these requirements are configurable within HubSpot, Make, or Zapier. They do not prevent automation from running. They simply require that the automation is built with the correct consent checks from the start rather than retrofitted after a complaint.

What we engineer

What We Do

Process audit

The engagement begins with a structured process audit. Before any automation is designed or built, we map every manual handoff in your current workflow: the triggers that initiate work, the systems involved, the data that moves between them, and the staff time consumed at each step. For UK professional services and e-commerce businesses, this audit typically identifies three to five high-value automation opportunities within the first session. We prioritise by time saved per week, error risk reduced, and GDPR compliance exposure, so the first automation built addresses the most significant gap rather than the easiest one to connect.

Platform access and API capabilities review

Once the audit is complete, we review your platform access and API capabilities. For UK businesses, this typically means Xero API access (OAuth 2.0, sandbox testing), GoCardless developer account configuration, Shopify private app or custom app setup, and HubSpot or Salesforce connected app creation. We handle the API configuration entirely: app registration, scope selection, token management, and sandbox validation. You do not need technical staff to manage this process. We require platform admin access and the ability to create API credentials in each system.

Automation design with GDPR data mapping

Automation design follows the audit and API review. We document every automation as a data flow diagram before building it, showing the trigger event, the data transformation steps, the destination system, and the error handling path. For UK businesses subject to GDPR, each diagram includes a data mapping record noting what personal data moves, where it goes, and on what legal basis. This record satisfies the Article 30 GDPR obligation to maintain records of processing activities and can be provided to your Data Protection Officer for review before the automation goes live.

Build phase

The build phase uses Make, Zapier, or n8n depending on your technical environment and data residency requirements. Make and Zapier process data through EU-region servers, which satisfies GDPR data transfer requirements for most UK businesses operating under the UK GDPR post-Brexit framework. For organisations with strict UK or EU data residency requirements, n8n self-hosted on UK or EU infrastructure eliminates the cross-border transfer question entirely. We configure the automation platform, build the scenarios or workflows, and test against real platform events: actual Xero contacts, actual GoCardless test payments, actual Shopify test orders, and actual CRM deal records.

HMRC Making Tax Digital compliance

HMRC Making Tax Digital compliance is a specific consideration for the Xero integrations we build for UK businesses. Transactions pushed to Xero from Shopify, Stripe, or GoCardless must carry correct VAT codes, correct account codes, and correct contact references. We build validation steps into every Xero-bound automation that check the incoming data against your Xero chart of accounts and contact list before posting, so that incomplete or incorrectly coded transactions are caught and routed to a review queue rather than posted with errors.

Sage support

For UK businesses using Sage instead of Xero, the same automation architecture applies via the Sage Business Cloud API. HubSpot-to-Sage invoice creation, GoCardless-to-Sage payment application, and Shopify-to-Sage sales summary posting are all supported through the Sage API and can be built on the same Make or n8n platform as Xero-based automations. The platform choice is determined by your existing stack, not by our tooling preference.

Documentation and 30-day support

After the build is tested and validated in a staging environment, we document every automation in a format your team can maintain. Each automation receives a runbook: what it does, what triggers it, what systems it connects, what the error handling does, and how to pause or disable it if a connected system changes. We stay engaged for thirty days after go-live, monitoring automation runs, resolving any edge cases that appear in live operation, and optimising trigger logic based on real transaction patterns.

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What changes

What Changes

Before
After
Before The most common manual process in UK professional services is the creation of a Xero invoice after a CRM deal is marked won. The sales rep closes the deal in HubSpot or Salesforce, sends an internal message to finance, and a bookkeeper opens Xero, creates a new invoice, re-enters the client name, address, line items, VAT code, and amount from the CRM record, and sends it. This process takes between fifteen and thirty minutes per invoice depending on the complexity of the deal, and it happens every single time a deal closes regardless of whether the information was already sitting in the CRM in a form that Xero could receive directly via its API. For UK businesses operating across the April to March financial year, the volume of manually created invoices concentrates at quarter-end periods, precisely when bookkeeping staff are already under pressure from VAT return preparation and management accounts. The manual invoice creation backlog that builds in January to March and June to September is predictable and preventable. The Xero API allows external systems to create fully formatted invoices with correct contact mapping, line item structure, VAT coding, and currency settings. The HubSpot and Salesforce APIs expose deal data in a format that can be mapped directly to those Xero invoice fields. The automation connecting them requires a mapping exercise, a data validation layer, and a webhook trigger. Most UK businesses have never had anyone build it, so the bookkeeper continues to do the work by hand. Under HMRC Making Tax Digital, correctly formatted transaction data is not optional. Invoices created manually carry a higher risk of formatting errors, incorrect VAT codes, and contact record mismatches than invoices generated by a validated automation that applies the same mapping rules to every deal. The compliance case for automating the Xero invoice creation step is as strong as the efficiency case.
After Your bookkeeper stops creating Xero invoices manually after every deal close and instead reviews a queue of pre-built draft invoices created automatically from CRM deal data, requiring approval rather than creation.
Before GoCardless processes direct debit payments for thousands of UK subscription and services businesses, and for the majority of them the payment event ends when the funds are confirmed. No CRM record updates. No automated client confirmation. No Xero payment application. A staff member receives a GoCardless notification email, opens the CRM, finds the contact, updates the payment status, sends a confirmation email, opens Xero, finds the invoice, and marks it paid. That sequence, multiplied across every payment in a monthly billing cycle, consumes hours of finance staff time that serves no analytical or decision-making purpose. It is data copying from one system to another. GoCardless exposes a comprehensive set of payment webhooks: payment created, payment confirmed, payment failed, payment cancelled, subscription created, subscription cancelled, refund created. Each of these events can trigger an immediate, structured response in connected systems. A payment confirmed webhook can fire a Make or Zapier scenario that updates the CRM contact field, creates a Xero payment record, and sends a templated confirmation email to the client, all within seconds of the GoCardless event. A payment failed webhook can initiate a dunning sequence: a client notification via email, a CRM task for the account manager, and a retry instruction back to GoCardless after a defined waiting period. For UK subscription businesses managing more than fifty active direct debit customers, the manual process of handling payment events is not sustainable at scale. The automations are not technically complex. A GoCardless payment confirmed event has a well-documented webhook payload that maps cleanly to CRM contact fields and Xero payment records. The gap is not a technical limitation. It is the absence of the configuration that would connect the event to the downstream actions.
After Your GoCardless payment events trigger immediate downstream actions: CRM updates, Xero payment applications, and client confirmation emails fire within seconds of payment confirmation rather than waiting for a finance staff member to process the event manually.
Before UK e-commerce businesses running Shopify as their sales platform and Xero as their accounting system frequently manage the connection between the two through manual export and import. A bookkeeper exports Shopify order data to a CSV file, formats it to match Xero's import template, maps VAT codes to the correct Xero tax rates, and imports the file, typically on a weekly cycle. Refunds require a separate export. Multi-currency orders require manual exchange rate adjustments. Shopify Payments settlements arrive as separate lump sums that need to be reconciled against individual order records by hand. The A2X integration platform and the Make automation platform both offer direct Shopify-to-Xero connection that eliminates the manual export-import cycle entirely. A2X posts daily or per-settlement summaries to Xero with correct account mapping, VAT coding, and Shopify Payments reconciliation built into the posting logic. Make can push individual orders to Xero in real time with field-level mapping that handles VAT calculation, shipping income, and discount coding without manual intervention. Either approach removes the weekly batch run from the bookkeeper's workload and moves the Xero ledger to a near-real-time state. The risk profile of manual Shopify-Xero reconciliation extends beyond staff time. VAT errors introduced during manual CSV formatting, duplicate entries created when a CSV is imported twice by mistake, and refunds that are missed in the weekly batch all create reconciliation issues that take significantly longer to investigate and correct than they would have taken to prevent. For UK businesses approaching the VAT threshold or already VAT-registered, the accuracy of Shopify revenue data in Xero is directly relevant to the quarterly VAT return.
After Your Shopify revenue reaches Xero in real time with correct VAT coding and account mapping, and the weekly manual reconciliation batch run stops appearing on the bookkeeper's task list.
Before UK professional services firms send proposals and quotations to prospects and then depend on individual sales reps to monitor their pipeline and decide when to follow up. There is no system prompt. There is no automated reminder. There is no sequence that runs when a proposal passes a defined number of days without a response. Whether a prospect hears from the firm again after receiving a proposal depends entirely on the sales rep's workload, their habit of reviewing open quotes, and their judgment about when a follow-up is appropriate. Firms that have measured their closed-lost rate on quoted work typically find that a material proportion of lost business went quiet rather than being explicitly rejected. A GDPR-compliant automated follow-up sequence resolves this without requiring the sales rep to manage any timelines manually. HubSpot's native sequence tool, or a Make automation connected to the CRM and an email platform, can trigger a structured follow-up schedule based on the quote sent date or the last email open timestamp. Day three after the quote is sent: a brief check-in. Day seven: a link to a relevant case study or supporting document. Day fourteen: a final re-engagement message that offers a call to discuss. Each message is sent from the sales rep's email address, personalised with the prospect's name and the specific service quoted, and formatted to match the firm's communication style. GDPR compliance in an automated follow-up sequence requires that the prospect has given a valid legal basis for receiving marketing or sales communications, that each message includes an opt-out mechanism, and that the sequence stops immediately when an opt-out is recorded. All of these requirements are configurable within HubSpot, Make, or Zapier. They do not prevent automation from running. They simply require that the automation is built with the correct consent checks from the start rather than retrofitted after a complaint.
After Your sales team's quoted proposals trigger an automated follow-up sequence that runs on a defined schedule regardless of whether the sales rep remembers to follow up, and the closed-lost rate on proposals that went quiet decreases within the first quarter of operation.
How it works

Process

  1. 01

    Process audit

    We begin with a structured audit of your current manual workflows. Using a combination of stakeholder interviews and direct observation of your existing system interactions, we map every manual handoff between your UK platforms. We document the trigger, the data involved, the staff time consumed, and the downstream impact of errors at each step. The output is a prioritised list of automation opportunities ranked by time saved, error risk reduced, and implementation complexity.

  2. 02

    Platform access and API review

    We review your API access status across each platform identified in the audit: Xero, HubSpot, Shopify, GoCardless, Salesforce, Sage, or any other system in scope. We identify any API access gaps, scope limitations, or version constraints that would affect the automation design, and we handle the application registration and credential setup in each system. This step confirms what is technically possible before any design work begins.

  3. 03

    Automation design with GDPR data mapping

    We design each automation as a documented data flow, showing the trigger event, the transformation logic, the destination system, and the error handling path. For every automation that involves personal data, we produce a GDPR data mapping record identifying what data moves, through which systems, on what legal basis, and with what retention logic. These records are provided to you before build begins so that your DPO or legal team can review the design before any personal data is processed by the automation.

  4. 04

    Build and test against real UK platform events

    We build each automation in your chosen platform, Make, Zapier, or n8n, and test it against real events in your staging or sandbox environments. For Xero automations, we test against real contact and invoice data in the Xero demo company. For GoCardless automations, we test against the GoCardless sandbox with real webhook payloads. For Shopify automations, we test against Shopify test orders that mirror your actual product and VAT configuration. No automation is moved to production until it has passed end-to-end testing with realistic data.

  5. 05

    Documentation with GDPR data flow record

    Every automation that goes live receives a runbook and a GDPR data flow record. The runbook documents what the automation does, what triggers it, which systems it connects, what the error handling logic does, and how to pause or disable it if a connected platform changes its API or data structure. The GDPR data flow record satisfies the Article 30 Records of Processing Activities requirement and can be maintained by your team as connected systems evolve.

  6. 06

    30-day monitoring and optimisation

    For the thirty days following go-live, we monitor every automation run, review error logs, and resolve any edge cases that appear in live operation. Real transaction data frequently surfaces data quality issues, such as CRM contacts missing required Xero fields or GoCardless payment references that do not match expected formats, that do not appear in sandbox testing. We handle these edge cases as part of the standard engagement and optimise the trigger logic based on patterns that emerge in the first month of live operation.

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Common questions

FAQ

How do I connect HubSpot or Salesforce to Xero for automatic invoice creation in a UK business?

Connecting HubSpot or Salesforce to Xero for automatic invoice creation requires an OAuth 2.0 integration between your CRM's deal object and the Xero invoice API, triggered when a deal reaches a defined closed-won stage. The integration maps CRM deal fields (contact name, line items, amounts, VAT codes) to the corresponding Xero invoice fields, creates a draft invoice in Xero, and optionally sends it to the client depending on your approval workflow. This can be built on Make, Zapier, or a custom API connection depending on your data volume and error handling requirements. The Xero API supports full invoice creation including contact lookup, line item structure, currency, and tax type, so the CRM data does not need to be reformatted for Xero to accept it. For UK businesses with HMRC Making Tax Digital obligations, the integration should include a validation step that confirms the Xero contact reference and VAT code before the invoice is created rather than after.

How do I automate GoCardless payment confirmations and CRM updates for a UK subscription business?

Automating GoCardless payment confirmations requires configuring a GoCardless webhook endpoint that fires on payment status events and connecting that endpoint to your CRM and email platform via Make, Zapier, or a custom webhook handler. When a payment confirmed event fires, the webhook payload contains the mandate ID, payment amount, and payment reference, which can be matched against your CRM contact record to update the payment status, create a Xero payment application, and send an automated confirmation email to the client. When a payment failed event fires, the same webhook architecture can trigger a dunning sequence: a client notification, a CRM task, and a GoCardless retry instruction after a defined interval. GoCardless provides a sandbox environment for testing webhook flows before they are connected to live mandates, and all webhook payloads are documented in the GoCardless developer reference.

Is workflow automation GDPR compliant for a UK business using Make or Zapier?

Workflow automation is GDPR compliant when the automation is designed with the correct data handling configuration from the outset. Make processes data through EU-region servers and provides a Data Processing Agreement that satisfies the GDPR requirement for a contract between a controller and a processor. Zapier offers EU data residency for paid plans and also provides a Data Processing Agreement. Both platforms support field-level data minimisation, meaning the automation can be configured to pass only the specific data fields required for each action rather than entire contact records. For UK businesses operating under UK GDPR post-Brexit, the Information Commissioner's Office guidance on international data transfers applies to data moving to EU-region servers, and both Make and Zapier have UK GDPR-compatible transfer mechanisms in place. For organisations with stricter data residency requirements, n8n self-hosted on UK or EU infrastructure eliminates the third-party processor question entirely.

What is the best workflow automation platform for a UK SME: Make, Zapier, or n8n?

The best workflow automation platform for a UK SME depends on the specific platforms being connected and the data handling requirements of the business. Make is generally the strongest choice for UK businesses connecting Xero, HubSpot, Shopify, and GoCardless because its visual data mapping interface handles the field transformation logic required for those platform combinations with more precision than Zapier's simpler trigger-action model. Zapier is appropriate for straightforward two-platform automations with minimal data transformation, such as a new CRM contact creating a Mailchimp subscriber. n8n, deployed on your own infrastructure, is the correct choice for UK businesses with GDPR data residency requirements that prevent personal data from being processed on third-party cloud servers. For most UK SMEs running standard SaaS stacks without strict data residency constraints, Make provides the right balance of capability, cost, and GDPR compliance infrastructure.

How do I automate Shopify-to-Xero reconciliation for a UK e-commerce business?

Automating Shopify-to-Xero reconciliation for a UK e-commerce business can be achieved through either A2X or a direct Make integration, depending on your order volume and reconciliation preferences. A2X is a dedicated Shopify-to-Xero connector that posts daily or per-settlement summaries to Xero with correct account mapping, VAT coding, and Shopify Payments reconciliation built into the posting logic. It is the standard choice for UK e-commerce businesses processing more than fifty orders per month and needing settlement-level reconciliation. A direct Make integration can push individual orders to Xero in real time with field-level mapping that handles VAT calculation, shipping income coding, and discount handling, and is more appropriate for lower-volume businesses that need order-level visibility in Xero rather than summary postings. Both approaches require a configuration session to map your Shopify product types and VAT rates to the correct Xero account codes and tax types before the first data push. The configuration session takes two to three hours and eliminates the manual export-import cycle permanently.

Our team

The people behind the work

Not a black box. Real specialists you can call, with their names on the work.

Niraj Raut

Niraj Raut

Founder — Ecommerce SEO
Keshab Joshi

Keshab Joshi

PPC Expert
Hawrry Bhattarai

Hawrry Bhattarai

Google Ads Expert
Arogya Rijal

Arogya Rijal

SaaS SEO Expert
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Start here

Stop staffing the gap between systems that should be talking to each other

Every manual step between your CRM and Xero, between GoCardless and your client communications, and between Shopify and your accounting ledger has a measurable staff time cost and a compounding error risk. Those steps are not inevitable features of running a UK business on multiple SaaS platforms. They are the result of automations that have not yet been built. Ignited Nepal audits your manual workflows, identifies the specific platform connections that will recover the most staff time, designs the automations with GDPR data handling built in, builds and tests them against your real UK platform environments, and documents them so your team can maintain them as your stack evolves. The diagnostic conversation starts the process: we review your current systems, identify the highest-value automation opportunity, and give you a clear view of what is possible before any engagement begins.

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