Xero

Connect your Xero account to automatically sync financial data including P&L, balance sheet, and invoices.

About Xero

Xero is a cloud-based accounting software platform for small and medium-sized businesses. The integration allows Bookless to automatically sync your financial data.

What Gets Synced

  • Profit & Loss - Revenue and expense transactions
  • Balance Sheet - Assets, liabilities, and equity
  • Invoices - Customer invoices and payment status
  • Bills - Supplier bills and payments

Setup

  1. Go to Financials → Integrations
  2. Click Connect Xero
  3. Authorize access to your Xero organization
  4. Select accounts to sync
  5. Enable automatic daily sync