Integrations Directory 
Xero
Xero is a cloud-based accounting software designed for small and medium-sized businesses to manage their finances easily and efficiently.
- Clients
- Patients
- Appointments
- Medical Records
- Invoices
- Inventory
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Daily Operations Checklist
Ensure daily tasks are completed consistently in areas like safety, production, or logistics.
Module:Operations
Entity:Operations Task / Checklist
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Shipping / Receiving
Record inbound and outbound shipments, update inventory accordingly.
Module:Operations
Entity:Inventory Adjustment
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Ad Spend Tracking
Monitor spending on ad platforms (Google Ads, Meta, LinkedIn) and compare ROI.
Module:Marketing
Entity:Marketing Budget / Expense
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Stock Disposal Request
Request and document the removal or destruction of obsolete, damaged, or expired inventory.
Module:Inventory Management
Entity:Stock Disposal
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