Interfy Autodesk Forma - Xero Integration

Your Autodesk Forma financials and Xero, working as one

• New projects sync automatically: Projects created in Forma generate corresponding tracking categories in Xero, with budget segments mapped across as account codes or tracking categories
• Head contract progress claims: Flow to Xero as sales invoices, with payments received syncing back to your project financials in Forma
• Commitment claims sync both ways: Subcontract and purchase order invoices create bills in Xero, with contract invoice payments confirming back to Forma
• Direct costs sync in real time: Site-entered expenses flow through to Xero across multiple project line items
• Company and contact records stay aligned: New and updated contacts sync bi-directionally between Forma and Xero
• Budget segments map to account codes or tracking categories in Xero: Configured at setup to match your structure, with full flexibility to customise
• Retention is tracked correctly: Handled within your Xero accounts without workarounds or separate spreadsheets
• A self-managed dashboard gives your team visibility: See what's synced, what's pending, and what needs attention

You’re in good hands from day one

We've onboarded over 1,000 construction businesses across the globe. Our process is structured to minimise disruption and set you up for long-term success, years beyond go-live.