Xero Integration
Connect to Xero for automatic draft-invoice sync, bank transaction syncing and payment reconciliation.
Xero Connection
Not Connected
Not connected to Xero
Click below to authorize this app to read your Xero bank transactions and invoices. This is a one-time setup.
How it works
- Connect your Xero account (one-time authorization)
- System fetches bank transactions and Xero invoices daily
- Payments are matched against your Job List by customer name + amount
- Exact matches auto-mark invoices as Paid
- Mismatches appear in Finance → Reconciliation for manual review