We integrate your accounting, CRM, project management, eCommerce, and communication tools into one seamless system, with Xero at the core. MATAX has spent over 20 years helping startups eliminate manual data entry, reduce errors, and build operational infrastructure that scales with their business.
The foundation
As an Advisory Innovator of the Year and featured with Xero on CBS 50 American Leaders, we've mastered the Xero ecosystem. We configure Xero as the financial hub of your startup, then connect everything else to it.
Every startup's tech stack is different, but the need for a single source of financial truth is universal. MATAX leverages the full power of the Xero platform, from native marketplace apps to custom API integrations, to ensure every transaction, invoice, and payment flows automatically into your books. Whether you are running a SaaS company with recurring billing, an eCommerce business with multi-channel sales, or a FinTech startup processing thousands of daily transactions, we design an integration architecture that handles your complexity without manual intervention.
Are you in the e-commerce space with a Shopify or Amazon (Amazon FBA) Marketplace that needs to be connected to your accounting platform? Do you need to know and report sales tax?
Are you a startup that needs to pay and reimburse employees, know your burn rate and be investor ready?
Are you a business that wants to get paid quicker, pay bills electronically, and understand your cashflow?
Automate processes
Streamline communication
Eliminate paper
Remotely run your business from anywhere.
Eliminate human error
Dependable information flows directly from each tool into your accounting and reporting systems.
With reliable data automatically updating and organized, your time is spent on strategy, planning and the Big Picture.
Integrations
These are some of the most common tools we integrate for startups. Don't see yours? We probably support it, just ask. With over 200 integrations in our portfolio and the ability to build custom API connections, MATAX can connect virtually any tool in your stack to create a unified data ecosystem for your business.
Financial data is the backbone of your startup's operations. We connect your payment processors, banking platforms, and payroll systems directly to Xero so every dollar is tracked automatically. No more manual reconciliation, no more mismatched records, just clean, accurate financial data flowing in real time.
Core accounting platform
Payment processing
Payment reconciliation
Payroll & HR
Automation is where disconnected tools become a unified system. We use platforms like Make, Zapier, and n8n to build intelligent workflows that move data between your apps automatically, triggered by events, scheduled runs, or AI-powered logic. From invoice creation to lead routing to inventory updates, we automate the repetitive tasks that slow your team down.
Advanced workflow automation
Simple app connections
Self-hosted automation
OpenAI, Claude, custom models
Your sales pipeline, customer communications, and team collaboration tools generate valuable data that should flow seamlessly into your financial and operational systems. We integrate CRMs like HubSpot with your accounting stack so deals automatically generate invoices, customer onboarding triggers workflow automations, and your team stays informed through real-time Slack notifications.
CRM & marketing automation
Team communication & alerts
Email workflows
Scheduling automation
For eCommerce startups, connecting your storefront to your accounting and inventory systems is critical. We integrate platforms like Shopify and Amazon so orders, refunds, fees, and inventory changes sync automatically with Xero. Project management tools like Asana, Monday, and Notion connect to your time tracking and billing systems so billable hours and project costs are captured without manual effort.
eCommerce platform
Marketplace integration
Project management
Knowledge management
How it works
Our integration process is designed to be thorough yet efficient. We start by understanding your current stack, then systematically build the connections and automations that transform isolated tools into a cohesive operating system for your startup.
We map every tool your team uses, identify overlaps, gaps, and integration opportunities. This includes documenting current data flows, manual processes, and pain points so we can design the most impactful integration architecture.
Week 1We build integrations, set up data flows, and configure automations between your tools. Every connection is tested end-to-end with your real data to ensure accuracy, reliability, and proper error handling before going live.
Weeks 2–3Ongoing monitoring, error handling, and optimization as your stack evolves. We proactively identify issues, add new integrations as you adopt new tools, and continuously improve your workflows based on real usage data.
OngoingQuestions
Book a free stack review. We'll map your current tools and show you exactly how to connect them into one seamless system, backed by 20+ years of startup integration expertise and 200+ app connections in our portfolio.
Book Your App Stack Review →No commitment · 30-minute call · Custom integration plan included
Advisory Innovator of the Year 20+ Years Experience
