Xero
Description
Trelica's integration with Xero provides essential functionalities for managing your organization's SaaS environment effectively. This integration helps you streamline financial data while maintaining a firm grip on user management and license entitlements.
Key Features
Licenses: Syncs SaaS license entitlement and user assignment information, giving insights into your current licensing status.
Payments: Returns SaaS spend data from financial systems, including transaction details such as payment date, amount, description, and expense claimant.
User Roles: Returns user role assignments in the integrated app, helping you understand user responsibilities within your organization.
Users: Syncs user data, including account status, type, and IDs, augmenting the core user data available from Identity Providers.
Key Benefits
Enhanced Financial Management: Manage and analyze your spending on software applications seamlessly with detailed payment insights.
Comprehensive User Oversight: Gain a clear understanding of user roles and assignments, ensuring appropriate access levels throughout your organization.
Improved License Management: Easily track and manage SaaS license entitlements to optimize your subscriptions and reduce unnecessary costs.
Efficient User Data Synchronization: Maintain up-to-date user information across your systems, enhancing team collaboration and productivity.