Does RegentOps replace Simpro?

No. Simpro remains where quoting, jobs, projects, scheduling and cost tracking live. RegentOps reads that record and compares it with your accounting data.

How does progress invoicing affect reconciliation?

Project work is often billed in stages, so a job's invoiced total may legitimately differ from its value at any point. Reconciliation focuses on completed work with no qualifying invoice at all, and value differences are reported as a separate, lower-severity category.

Which Simpro build does it connect to?

The connector authorises against your own Simpro build domain, so multi-company and regionally hosted builds connect to the correct instance.

Does it use Simpro cost data to decide what is at risk?

No. Supplier and labour costs are not treated as money at risk. A completed job with no qualifying invoice is a billing question, decided on job and invoice records alone.

What about jobs still open as projects?

Open work is not raised. Only jobs recorded as complete, with a resolved customer and an elapsed grace period, are evaluated for a missing invoice.

Can RegentOps write back to Simpro or Xero?

No. Both connections are read-only. Every corrective action is taken by your team in the system that owns the record.

Simpro + Xero

Reconcile Simpro jobs with Xero accounting data

Project and service work moves through Simpro in stages. RegentOps checks that the completed operational picture and the Xero financial picture still agree.

Start your free 90-day commercial audit

Read-only. RegentOps does not change data in your connected systems.

RegentOpsSimpro · Xero reconciliationrun 05:45Illustrative

Source systems

Simpro2 Apr

Job 20418 · Completed 2 Apr · £12,600

Xero2 invoices

Stage invoices found: £8,400

Reconciliationshortfall

£4,200 of completed value with no invoice

Ingest

Reconciliation engine

6 checks

05:45:01Simpro jobs readService and project workMatched
05:45:03Customers mappedConfirmed links onlyMatched
05:45:04Xero invoices readAuthorised and paidMatched
05:45:05Stage billing matched£8,400 across 2 invoicesMatched
05:45:05Remaining value£4,200 unaccountedNot found
05:45:06Finding openedRequires commercial reviewChecking

Finding

Value requiring reviewMedium confidence

£4,200

Job completed 2 April.
Stage invoices total £8,400 against £12,600 of completed value.
No further qualifying invoice found.

Evidence

Simpro job 204182 Xero invoicesCustomer link

Review evidenceCreate actionDismiss

The situation

Staged billing makes gaps harder to see

Simpro is strong precisely because it models complex work: quotes become projects, projects carry cost centres, and billing happens progressively. That richness is also what makes an incomplete commercial picture hard to spot. A job with two invoices against it looks handled. Whether those invoices cover the completed value is a different question.

Xero, for its part, records exactly what was issued. It has no view of how much operational work sat behind each invoice, so it cannot tell you that a third stage was never raised.

RegentOps compares the completed operational value with the qualifying invoiced value and reports the difference for review — as a question, not as a debt.

What is compared

Simpro records against Xero records

Simpro jobs and projects
Completion state, customer, and job value read read-only from your own build domain.
Xero invoices
Canonical status handling: draft noted, voided and deleted excluded, authorised and paid treated as effective billing.
Customer resolution
Simpro customers are linked to Xero contacts. Ambiguous pairs are presented for confirmation and the decision is stored.
Completed-with-no-invoice
The primary deterministic finding. High confidence, because absence is unambiguous once the customer is resolved.
Partial billing
Where some invoicing exists but falls short of completed value, the shortfall is reported at lower confidence for human judgement.

Cost centres, labour rates and supplier bills are not used to decide whether revenue is at risk.

Worked example

A project that stopped short of full billing

Simpro2 Apr

Project completed. Total operational value £12,600.

XeroFeb, Mar

Two authorised invoices totalling £8,400.

Xerochecked

No further invoice after completion.

Completed value not yet invoicedMedium confidence

£4,200

Final stage may not have been raised.
Or the project value may have been revised after billing.
Either way, a commercial decision is required.

Evidence

Simpro jobInvoice 1Invoice 2

Review evidenceCreate actionDismiss

Illustrative example. Not customer data. RegentOps describes this as commercial exposure requiring attention, never as money owed.

Positioning

Simpro and Xero already talk. This is a different job.

The existing Simpro to Xero connection moves financial documents between the two systems reliably. That is a transfer function: when an invoice is raised, it appears where it should.

Reconciliation is an audit function. It asks whether the set of invoices in Xero accounts for the set of completed jobs in Simpro, and reports the residue. Nothing about that competes with either product — it simply cannot be answered from inside either one.

If your operational system is ServiceM8 instead, the equivalent page is ServiceM8 Xero reconciliation. The wider commercial pattern is covered on revenue leakage software.

Setup

Read-only from the first run

Connect
Authorise your Simpro build domain and Xero, read-only.
Reconcile
Jobs, customers, contacts and invoices normalised.
Detect
Completed work checked against qualifying invoices.
Review
Confirm customer mappings and inspect the evidence.
Resolve
Attach, raise in Xero, or dismiss with a recorded reason.

Reconcile Simpro and Xero with your own data

Connect Simpro and Xero. RegentOps reads the data, reconciles what each system knows and shows you the completed work that has no qualifying financial record behind it.