Sound Familiar?
Finance teams in SMBs deal with these issues constantly. Most of them are caused by the same root problem: operations and finance running on different systems.
Invoices are created manually from scratch
Every invoice means going back to the original order, checking what was actually delivered, confirming the pricing, and typing it all up again. It takes time, it introduces errors, and when something is disputed, tracing it back through emails and spreadsheets is a genuinely unpleasant job.
What was delivered doesn't always match what gets invoiced
When operations and finance run on separate systems, discrepancies creep in. Quantities change after the quote, costs are updated by the supplier, extras are added on site. By the time finance raises the invoice, the numbers don't always reflect what actually happened — and the client notices.
Chasing payments is time-consuming and disorganised
Knowing which invoices are unpaid, which are overdue, and who needs a reminder requires checking the accounting software, cross-referencing your records, and then remembering to follow up. It's a process that depends entirely on someone doing it manually at the right time.
You don't know the true margin until it's too late to act
Margins are calculated at the quote stage, but by the time additional costs, supplier changes, and returns are factored in, the actual margin on a completed job can look very different. Finance often finds out the real numbers at month end — when there's nothing to be done about it.
Here's How Zigaflow Changes That
Generate accurate invoices from confirmed order data
Zigaflow creates invoices directly from the completed order record — pulling in the correct quantities, agreed pricing, and any additional charges that were added during fulfilment. Invoice values reflect what was actually delivered, not what was originally typed into a separate system. Disputes become much rarer when the audit trail is clear.
Sync automatically with Xero, QuickBooks, or FreeAgent
Zigaflow integrates directly with Xero, QuickBooks, and FreeAgent. Invoices sync automatically to your accounting platform once raised, and payment statuses update in both directions. Your accountant works in the software they know, and your finance data stays accurate without anyone copying figures between systems.
See outstanding payments without chasing colleagues
Zigaflow gives you a clear view of every invoice — what's been raised, what's been paid, what's outstanding, and what's overdue. Payment reminders can be automated, and as soon as a payment is recorded in your accounting software, the status updates in Zigaflow. No more manually maintaining a separate payment tracker.
See your actual margins on every job
Zigaflow tracks costs throughout the order lifecycle — capturing supplier invoices, additional charges, and any cost changes that occur during fulfilment. The result is a real margin figure on every completed job, updated as costs are confirmed. Finance and operations both see the same numbers, so month-end reporting reflects reality rather than estimates.
Trusted by Finance Teams Across the UK
[e.g., Month-end in hours, not days]
[PLACEHOLDER — Replace with real customer quote. Target format: "Month-end used to take us two days of cross-checking spreadsheets and Xero to make sure everything reconciled. Now the invoices sync automatically and we're done in a few hours. The time saving alone made the decision easy."]
[Customer name]
Finance Manager
[e.g., Zero invoice disputes in 6 months]
[PLACEHOLDER — Replace with real customer quote. Target format: "We kept finding discrepancies between what was invoiced and what was actually delivered. It was causing arguments with clients and taking up a lot of our time to investigate. Since everything flows from the order record in Zigaflow, it just doesn't happen any more."]
[Customer name]
Financial Controller
See How Finance Teams Use Zigaflow in Your Industry
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Frequently Asked Questions
How does Zigaflow's Xero integration work?
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When an invoice is raised in Zigaflow, it syncs automatically to Xero as a new invoice record. Payment status updates in both directions — when a payment is recorded in Xero, the corresponding invoice in Zigaflow is marked as paid. The integration eliminates the need to enter invoice data in both systems and ensures your Xero records accurately reflect what has been invoiced and received through Zigaflow. QuickBooks and FreeAgent integrations follow the same two-way sync model.
Does Zigaflow create invoices from order data automatically?
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Yes. Zigaflow creates invoices directly from the completed order record, pulling in confirmed quantities, agreed pricing, and any additional charges added during fulfilment. This means invoice values reflect what was actually delivered rather than what was typed manually into a separate system. The direct link between the order and the invoice also creates a clear audit trail, which simplifies dispute resolution and supports accurate financial reporting.
Can I track which invoices are outstanding and overdue?
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Yes. Zigaflow gives you a real-time view of all invoices — showing what has been paid, what is outstanding, what is overdue, and the total value in each category. You can filter by customer, date range, or invoice status. Payment reminders can be automated based on rules you define, so overdue invoices trigger a follow-up without requiring someone to check the list manually every day.
Can Zigaflow show me the actual margin on a completed job, not just the quoted margin?
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Yes. Zigaflow tracks costs throughout the order lifecycle — including supplier invoice values, any additional charges incurred during fulfilment, and cost changes that occur after the original quote. The system calculates the actual margin on each completed job by comparing total revenue against total confirmed costs. This gives your finance team — and your business owners — an accurate picture of profitability rather than relying on margin estimates from the quoting stage.
Does Zigaflow replace our accounting software?
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No. Zigaflow is designed to integrate with your existing accounting software — Xero, QuickBooks, or FreeAgent — rather than replace it. Your finance team continues to work in the accounting platform they know, while Zigaflow handles the operational side: quoting, order management, procurement, and invoicing. Data flows between the two systems automatically, so there is no need to maintain records in both places or perform manual reconciliation.
Is Zigaflow difficult to set up for a finance team?
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No. Connecting Zigaflow to Xero, QuickBooks, or FreeAgent takes a few minutes and requires no technical knowledge. The integration setup is guided and straightforward. Once connected, invoices flow automatically from Zigaflow to your accounting software, and payment data flows back. Most finance teams are fully operational with the integration within their first day. For more complex configurations — such as tax codes, invoice templates, or custom payment terms — the Zigaflow support team provides hands-on assistance.
Can I try Zigaflow before we commit?
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Yes. Every Zigaflow plan includes a 14-day free trial with no credit card required. During the trial, you can connect your accounting software, raise test invoices, and explore the margin reporting features with your real data. If you'd prefer to see the integration in action before signing up, you can book a 30-minute demo and the team will walk you through the invoicing and accounting sync workflow.
Not Just Invoicing. Not a Full ERP.
vs. CRMs
Unlike standalone invoicing tools, Zigaflow connects your invoices directly to the orders and quotes they came from. Invoice values are pulled from confirmed order details — not typed in manually — so what you invoice always matches what was delivered and what was agreed.
vs. ERPs
Unlike ERPs, Zigaflow integrates with the accounting software your finance team already uses — Xero, QuickBooks, or FreeAgent — rather than replacing it. There's no disruption to existing processes, no retraining your accountant, and no migration of historical financial data.
vs. Spreadsheets
Unlike spreadsheet-based financial tracking, Zigaflow gives you a live view of outstanding invoices, payment status, and margin data — updated in real time as orders are completed and payments are received. Month-end becomes a confirmation exercise, not a reconstruction effort.
