Billing & Insurance

Formisoft + Xero

Cloud-based accounting platform for growing businesses. Connect Formisoft to Xero and sync patient intake data automatically — HIPAA compliant, no code required.

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How it works

Build your intake form

Create patient intake forms in Formisoft with AI, templates, or from scratch.

Connect Xero

Link your Formisoft account and Xero, then map your data fields.

Data flows automatically

When patients submit forms, their data syncs to Xero in real time — no manual entry.

What you can automate

Send patient insurance information from intake forms to Xero

Create invoices or claims automatically from form submissions

Verify insurance eligibility data collected during intake

Sync patient payment information for billing workflows

Export financial data from form submissions to accounting

Automate superbill creation from intake data

HIPAA-compliant integration

All data between Formisoft and Xero is transmitted through HIPAA-compliant infrastructure. End-to-end encryption, audit logging, and BAA included. Your patient data never touches unsecured systems.