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Success Story
Streamlining accounting for Total Processing in Europe, Southeast Asia and MENA region by integrating Xero with Salesforce.
Money Spot

Client Overview

NomuPay is a Fintech Company disrupting the payments sector in Europe, UK & MENA region through the custom payment solutions across e-commerce & in-store channels.

Key Objectives

  • Recognizing Salesforce as an optimal platform for data visualization, the company aimed to enhance its capabilities by integrating Xero, a leading accounting software, with Salesforce
  • Help complying with financial and regulatory requirements in different regions of operations.

"LendingLogik has truly transformed the way we handle our financial processing. Their seamless integration of Xero and Salesforce gave us the efficiencies and tools to make smarter, faster decisions. The team’s expertise and dedication were evident at every step, and we’re very happy in our partnership with them."

Neil Gittins
CRM Manager at Total Nomupay

Solution Highlights

  • Implemented automatic data synchronization between Salesforce & Xero, facilitating instant invoice generation from Salesforce and seamless synchronization of Contacts & Payments from Xero.
  • Integrated invoices, credit notes, and invoice PDFs from Xero directly into the Salesforce platform.
  • Developed custom reports in Salesforce, offering users a transparent view of financial metrics. Accelerated payment time by providing a clear dashboard displaying invoice payment statuses, thus improving cash flow.
  • Established two distinct instances of Xero, tailored for customers in the UK and UAE, meeting specific financial and regulatory requirements. Created an authorization protocol featuring a rotating refresh token, generated at intervals, to enhance security against theft and hacking.

Value Delivered

  • Enhanced decision-making and financial planning with centralized view of the financial data.
  • Increased the speed of the entire sale and billing process.
  • Accelerated processing and decreased administrative burden through direct initiation from Salesforce to Xero.
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