Airtable x Xero integration shows 20% savings of monthly admin time

Smarter training adjusted to suit your real needs

At Smarter Business Processes we offer a wide variety of Smartsheet training courses and packages.

Our team of certified consultants provides training and remote support to clients around the globe, improving their Project Management, Workflow and Process Management.

Emma Stevens

Office Manager

Emma has 27 years of financial and customer experience and brings processes and order to our office.

Emma's customer service knowledge ensures all of our clients office enquiries are dealt with professionally, efficiently and quickly. She will leave no stone unturned to get to the bottom of a query!

When not at her desk Emma enjoys spending time with her husband and daughter as well running Brownies and Rainbows for Girlguiding UK in her local area.

Etienne Mermillod

Software Development Manager

Etienne is a seasoned ASP.NET Core Full Stack Developer. He takes great pride in building world-class applications while carefully considering the needs of its users and ease of use.

Originally from France, Etienne now calls Canada Home, where he is part of SBP Canada as a member of the API Solutions Development Team.

Etienne is a well-seasoned traveler and has visited many countries where he usually takes the path less traveled in order to backpack around and soak in the local cultures.

When not coding away, you may expect Etienne to be playing with his huge and fluffy dog Indianna or gaming away on League of Legends

David Bower

Smartsheet, Airtable and AppSheet Consultant

David is a hugely experienced Consultant, Customer Care Specialist and Client Account Manager.

In his spare time, David plays guitar, is learning to ride a motorcycle and, when it’s not too cold, can often be found tinkering in the garage. He also intends to learn to play the piano too - one day

Debbie Sawyer

Chief Smartsheet Solutions Officer (CSSO)

BSc (Hons) Computing, ITIL Foundation, Smartsheet Certified User, Aligned Sales Certified and Professional Services Certified.

Seasoned Smartsheet consultant and Training professional, Debbie’s creativity, attention to detail, willingness to deliver solutions to fully meet customer requirements and her personable manner earn her excellent client feedback.

When not working, Debbie likes to relax by spending quality time with her family. Living in the New Forest sees her taking many walks through the woods and down to the sea fronts at Lepe and Calshot. Debbie is also a keen hula hooper and has been hooping now for more than 7 years! She owns at least 10 hoops and enjoys a great workout helping her friend to run a hula hoop fitness class.

Dr James Harris

Chief Technology Officer

An experienced IT professional, James' prior work spans diverse environments from the white heat of launching information systems in one of the world's busiest airports, to industry leading tech startups. He also has extensive experience as a Finance Manager. James brings a keen insight and and flair for problem solving to every project.

Outside of work, James writes comedy, and has had many television credits over the past couple of decades on shows such as Horrible Histories and Russell Howard's Good News. He retains a burning ambition to be as funny as his wife and daughter.

Ph.D. Biochemical Physics, IT and Accounting professional.

Gwen Rymill

Communications Director

Co-founder of Smarter Business Processes, Gwen’s multi tasking roles include ensuring our clients receive the very best in customer care, while responsible for sales and marketing and partner liaison. Just don’t expect to get the cup of tea she promised you!

Away from work Gwen enjoys cycling, pilates, tap dancing and just loves baking.

Richard Rymill

CEO

Co-Founder and Lead Consultant, Richard set up SBP in response to worldwide demand from businesses wanting to implement their own Smarter Business Processes. His rapidly expanding team of experienced Smartsheet and AppSheet Consultants and Trainers share the company's values of achieving improved efficiencies and collaboration by putting people first and releasing them from unnecessary repetitive activities so they can enjoy their work again and focus on what matters to them.

When not at his desk, Richard can be found cycling, swimming and when the opportunity permits, sailing and flying.

Business Process
Automation Consultants

If you’ve ever had to move data between platforms – copying, pasting, exporting, or importing – you’ll know how time-consuming (and risky) it can be.

One wrong number, misplaced decimal, or duplicated entry can cause headaches, especially when finances are involved. That’s where integration comes into play.

At Smarter Business Processes, we help businesses supercharge their tools by making them work smarter together. As accredited Airtable Services Partners, we specialise in helping businesses get maximum value from Airtable through consultancy, design and build, training, and integration.

Integrations are one of the most valuable services we offer because they transform how your business operates. By connecting Airtable with other platforms, like accounting software Xero, you can automate workflows, eliminate errors, and free up valuable time.

But why are integrations so important and how can we help you to create seamless, efficient systems too?

The power of integration

When your tools talk to each other, your business becomes frictionless. Information flows automatically from one platform to the next, meaning you don’t have to worry about:

Manual entry errors: Numbers don’t get mistyped.
Duplicated work: No more entering the same data into multiple systems.
Lost time: Spend less time on admin and more time driving your business forward.

Integrations also allow you to consolidate your data in one place, making it easier to generate reports or dashboards. With Airtable, for example, you can pull in live data from other platforms, like Xero, and create real-time views of the numbers that matter to your business.

Real results: Airtable – Xero integration

To show what’s possible, let’s look at a recent project we worked on with Duct-IN, a wholesale and distribution business.

Duct-IN uses Xero for their accounting, which works well but it doesn’t track margin information on individual orders or provide the detailed insights they need at month-end. To bridge this gap, their director, Dan Lewis, had been manually entering data into spreadsheets, spending around 20% of his time each month on this process.

We worked with Dan to design and build a custom Airtable solution tailored to his business needs. By integrating Airtable with Xero, we created an automated workflow that eliminated the need for manual data entry. The result? Dan now has a system that not only saves him time but also reduces the risk of errors, while delivering the insights he needs at a glance.

As Dan put it:

“Smarter Business Processes understood my goals and helped me develop a customised Airtable solution tailored to our business needs, allowing us to achieve the required results…. We are continuing to develop the integration to create even more benefits for Duct-IN.”

Full testimonial below. This project is a great example of how integration can unlock new possibilities for businesses, allowing them to operate more efficiently and focus on growth.

Why Airtable and Smarter Business Processes?

Airtable is a powerful project management platform with endless potential—but to truly make the most of it, it often needs to be integrated with the other tools your business relies on. That’s where we come in.

At Smarter Business Processes, we don’t just know Airtable—we’re experts in making it work for your business. Our services include:

Consultancy: Understanding your needs and goals
Design and Build: Creating tailored solutions to match your requirements
Self-Build Support: Helping you build your own tools with expert guidance
Training: Equipping your team to use Airtable effectively
Integration: Connecting Airtable to your other platforms to streamline your workflows

Full Testimonial:

” I currently use Xero as our accounting software for our wholesale and distribution business. While Xero is excellent, it has limited functionality for tracking margin information on individual orders and at month-end. To fill this gap, I’ve been manually inputting data into a spreadsheet, which takes up about 15-20% of my time each month. Smarter Business Processes understood my goals and helped me develop a customised Airtable solution tailored to our business needs, allowing us to achieve the required results. “

” From this initial engagement we are continuing to develop the integration to create even more benefits for Duct-IN. “

Dan Lewis – Director – Duct-IN

The bottom line

Integrating Airtable with platforms like Xero allows your business to run more smoothly, save time, and minimise errors, especially when it comes to managing numbers.

Whether you need to automate financial workflows, streamline reporting, or build custom dashboards, integration is the key to creating a truly frictionless business.If you’re ready to get more from Airtable and connect it with your other tools, we’d love to help. Get in touch with Smarter Business Processes today to see how we can help your business thrive.