Accounting integration
Dear CFO for Xero
Connect Xero once and your P&L and balance sheet stay current on their own, beside your plan and forecast, for one organisation or several at once.
Read-only. Dear CFO never changes anything in your books.
Xero
What you can do
What Xero data does inside Dear CFO
Statements that are already built
Profit & Loss and Balance Sheet read live from Xero, by month, quarter or year, with plan and forecast in the columns beside them.
Several organisations, one view
Connect every Xero organisation the group runs. Look at each on its own, or all of them consolidated.
Ask your books a question
Invoices, bills, payments and bank transactions become data the AI analyst can query, so "who owes us the most?" is a question, not an export.
What syncs
What Dear CFO reads from Xero
- Accounts
- Customers
- Vendors
- Invoices
- Invoice line items
- Bills
- Bill line items
- Credit notes
- Credit note line items
- Payments
- Bank transactions
- Bank transaction lines
- Manual journal lines
Plus the Profit & Loss and Balance Sheet reports. Xero tracking categories carry through as class and location.
In full, Dear CFO copies accounts, invoices, payments, bank transactions and reports, including contact names, email addresses and phone numbers. How it is stored and protected is in our privacy policy.
How to connect
Set up in a few minutes
- 1In Dear CFO, open Integrations and click Connect on Xero.
- 2Sign in to Xero and tick the organisations to connect on Xero’s own consent screen.
- 3Each organisation arrives as its own entity. Statements are ready once the first sync finishes.
- Connection
- Sign in with Xero
- Access
- Read-only
- Sync
- Daily by default. You can sync more often, up to hourly, from the integration page.
- Accounts
- As many Xero organisations as you run, viewed separately or consolidated
- Where it shows up
- Financial Statements, plus datasets for reports and the AI analyst
Questions
Xero and Dear CFO
Which Xero statements does Dear CFO show?
Profit & Loss and Balance Sheet, read from Xero’s own reports so the totals match what your accountant sees.
Can I connect more than one Xero organisation?
Yes. Tick them all on Xero’s consent screen. Each becomes an entity, and reports can show one at a time or all of them consolidated.
Does Dear CFO change anything in Xero?
No. The connection is read-only, and you can disconnect it from Dear CFO or from Xero at any time.
Works well with
Connect the rest of the stack
What you can do with it
Connect Xero and see it against your own numbers.
Create a login and connect in minutes, or book a call and we will walk through it with your business in mind.