Streamline Your Invoicing with CocoonFMS’s Xero and QuickBooks Integration

In the fast-paced world of freight forwarding, efficiency isn’t just a luxury—it’s a necessity. For finance managers and managing directors, managing invoices is a time-intensive task that can often be prone to human error. What if there was a way to automate and streamline this process while integrating seamlessly with your existing accounting software?

Welcome to CocoonFMS, your ultimate solution for transport management that doesn’t just manage freight but also helps you manage your business finances smarter. With its built-in integrations with Xero and QuickBooks, CocoonFMS empowers you to invoice directly from your Transport Management System (TMS). Add to that our API-ready framework, and you’ve got a system that saves you time, reduces errors, and helps you focus on growing your business.

Let’s dive into why CocoonFMS, coupled with these powerful accounting tools, is a game changer for freight forwarders and finance managers.

The Power of Seamless Integration

One of the biggest challenges freight forwarders face is managing the sheer volume of financial transactions. From freight charges to customs fees, invoicing can become a bottleneck in your operations. CocoonFMS eliminates this pain point by offering seamless integration with Xero and QuickBooks, two of the most popular accounting platforms globally.

Here’s what this integration means for you:

1. Automated Invoicing: No more manual data entry. With CocoonFMS, all your shipment details—costs, surcharges, and more—are automatically synced with your accounting system. Create, send, and manage invoices with just a few clicks.
2. Real-Time Updates: Changes to invoices in CocoonFMS are instantly reflected in Xero or QuickBooks, ensuring your records are always accurate and up-to-date.
3. Error Reduction: Manual processes often lead to errors, from incorrect amounts to duplicated entries. By automating invoicing, CocoonFMS significantly reduces these risks, ensuring smoother audits and fewer disputes.
4. Compliance Made Easy: Tax compliance can be complex, especially when managing international shipments. The integration ensures all invoices meet the compliance requirements set by Xero or QuickBooks, making end-of-year reporting hassle-free.

API-Ready for Maximum Flexibility

In addition to integrating with accounting systems, CocoonFMS is API-ready, offering unparalleled flexibility. APIs (Application Programming Interfaces) enable CocoonFMS to connect with other systems in your tech stack, such as CRMs, warehouse management software, or even custom-built tools.

This means you can:

• Automate Workflow: Eliminate repetitive tasks by setting up workflows between CocoonFMS and other tools. For example, trigger invoice generation the moment a shipment is marked as delivered.
• Enhance Data Sharing: Ensure seamless data flow across departments, from operations to finance.
• Reduce Time Spent on Administration: APIs make it easy to build bespoke automations tailored to your business, cutting down on admin tasks.

For managing directors, this means your team spends less time on mundane tasks and more time driving growth. For finance managers, it means cleaner data and better insights—leading to smarter decisions.

Save Time, Save Money

Time is money, especially in freight forwarding. The integration of CocoonFMS with Xero and QuickBooks, combined with its API-ready framework, ensures you’re not wasting either.

Here’s how you’ll save:

• Faster Invoicing Cycles: Generate and send invoices in minutes instead of hours.
• Improved Cash Flow: Accurate invoicing leads to faster payments and fewer disputes, ensuring healthier cash flow.
• Reduced Administrative Costs: Automating invoicing means less manual work, reducing the need for additional admin resources.

Designed for Freight Forwarders, Perfect for Finance

CocoonFMS isn’t just another Transport Management System; it’s a system built with freight forwarders and their unique needs in mind. By integrating with Xero and QuickBooks, it bridges the gap between operations and finance, offering a holistic solution that drives efficiency at every level.

Managing directors will love how this simplifies oversight and boosts productivity, while finance managers will appreciate the accurate, real-time financial data that improves reporting and forecasting.

Why CocoonFMS?

Choosing a TMS is a big decision, but CocoonFMS stands out for its commitment to innovation and user-focused design. With our Xero and QuickBooks integrations and API capabilities, you’re not just adopting a software—you’re investing in a solution that evolves with your business.

Other key benefits of CocoonFMS include:

• User-Friendly Interface: Easy for your team to learn and use.
• Customisable Features: Tailor the system to meet your specific needs.
• Reliable Support: Our team is always ready to assist, ensuring a smooth experience from day one.

Take the Next Step

Don’t let outdated processes hold your business back. With CocoonFMS, you can streamline invoicing, automate workflows, and gain a competitive edge in the freight forwarding industry. Ready to transform the way you manage your business finances? Book a demo today and discover how CocoonFMS can save you time, reduce costs, and improve your operations.

Your business deserves a smarter way to work. CocoonFMS is here to deliver.