Xavier & Xero

Xavier is a clever toolkit for Xero Professionals to get a deeper understanding of client data, faster.
Flexible reporting and cleaner accounts gives all team members the confidence to have the right conversations with your clients.

Introducing 3 key elements of efficiency

Linking Xavier to Xero brings immediate time-savings to your team through enabling and sharing reporting resources.

Xavier also guides your team through tools that keep your Xero data neat and tidy, ready for filing.

01. Extract: quick and consistent automatic syncing, manual syncing on demand, with Journals at the core.

02. Report: slice and dice Xero data like never before with powerful pivot tables, then save as custom reports and share with your team.

03. Clean: cleaner accounts are better for everyone. Use tools to find duplicate contacts, mis-coded transactions, locked period changes, and more.

About Xero?

Xero is world-leading online accounting software built for small business.

  • Get a real-time view of your cashflow. Log in anytime, anywhere on your Mac, PC, tablet of phone to get a real-time view of your cash flow. It’s small business accounting software that’s simple, smart and occasionally magical.

  • Run your business on the go. Use our mobile app to reconcile, send invoices, or create expense claims - from anywhere.

  • Get paid faster with online invoicing. Send online invoices to your customers - and get updated when they’re opened.

  • Reconcile in seconds. Xero imports and categorises your latest bank transactions. Just click ok to reconcile.

Find out more or try Xero Accounting Software for free.

How does Xavier integrate with Xero?

To start using Xavier to track your Xero data, simply add a client with one click from the homepage, and enter your Xero credentials to approve.

We'll take care of the rest, with a full initial import and then automated syncing on a daily basis.

Want to dig deeper? We go into more detail in our help documentation.

Xero Integration Diagram

Want to talk numbers?

Drop us an email at [email protected]

Have a chat on our facebook group for early adopters

If you're not quite ready to start your trial you can leave us your email
and we'll let you know when we release great new features.

(Your privacy is important to us. We'll never share your details with anyone.)