Xero

CompanyDNA's integration with Xero is designed to streamline your financial management and provide insights for enhanced business operations. When you authorize CompanyDNA to connect with your Xero account, it requests specific read access permissions to optimize your experience.

‍

Why Integrate Xero with CompanyDNA?

Integrating the Xero application with CompanyDNA offers users a comprehensive solution to optimize their accounting and financial management by leveraging the read scopes for invoices, accounts, bank transactions, contacts, credit notes, employees, items, journals, manual journals, payments, purchase orders, repeating invoices, reports, and tax rates. This integration enables CompanyDNA to access and analyze detailed data from Xero, transforming it into actionable insights that streamline and enhance financial workflows. Users can benefit from a unified view of their Xero data, ensuring efficient management of invoices, transactions, employees, and reports. With CompanyDNA's AI-driven indexing, users can gain deeper insights into their financial performance, expense trends, employee management, and more, facilitating better decision-making, improved fiscal control, and enhanced productivity. Ultimately, integrating Xero with CompanyDNA ensures that users can maximize the potential of their Xero data, leading to better financial management and business growth.

‍

Access and Permissions

Invoices Read Access: Access details of invoices, including amounts, due dates, payment statuses, and client information. Enables detailed insights into billing cycles, payment tracking, and client interactions.

Accounts Read Access: Access account details, including account names, types, and balances. Facilitates comprehensive financial tracking and management.

Bank Transactions Read Access: Access details of bank transactions, including dates, amounts, and transaction types. Supports effective bank reconciliation and transaction monitoring.

Contacts Read Access: Access contact information, including names, addresses, and emails. Enhances client management and communication.

Credit Notes Read Access: Access details of credit notes, including amounts, dates, and client information. Helps in managing refunds and adjustments.

Employees Read Access: Access employee information, including names, roles, and payment details. Facilitates payroll management and employee tracking.

Items Read Access: Access item details, including names, descriptions, and prices. Supports inventory management and sales tracking.

Journals Read Access: Access journal entries, including dates, amounts, and descriptions. Aids in financial accounting and auditing.

Manual Journals Read Access: Access manual journal entries and their details. Facilitates detailed financial record-keeping.

Payments Read Access: Access payment details, including amounts, methods, and related invoices. Facilitates payment tracking and reconciliation.

Purchase Orders Read Access: Access details of purchase orders, including amounts, items, and supplier information. Supports supplier relationship management and order tracking.

Repeating Invoices Read Access: Access details of repeating invoices and their schedules. Helps in managing recurring billing.

Reports Read Access: Access various financial reports, including profit & loss statements, balance sheets, and detailed transaction reports. Facilitates comprehensive financial analysis and reporting.

Tax Rates Read Access: Access tax rate details, including rates and applicable regions. Supports tax management and compliance.

‍

Why Do We Need This Access?

The requested read access permissions for invoices, accounts, bank transactions, contacts, credit notes, employees, items, journals, manual journals, payments, purchase orders, repeating invoices, reports, and tax rates are essential for CompanyDNA to provide comprehensive financial insights and optimize your Xero experience. These permissions enable analysis of your financial performance, transaction trends, employee management, and client interactions, thereby supporting informed decision-making and efficient financial management.

‍

Your Control and Privacy

Your privacy and control over your data are crucial. You have the authority to manage and revoke these permissions at any time through your Xero account settings. Data obtained by CompanyDNA from Xero is stored securely and used solely to provide valuable insights and improve your business processes. CompanyDNA strictly adheres to Xero's guidelines and data protection policies to ensure the security and privacy of your information.

‍

Getting Started

To integrate your Xero account with CompanyDNA:

Log in to your CompanyDNA dashboard.

Navigate to the 'Integrations' section.

Select Xero and follow the prompts to authorize read access for invoices, accounts, bank transactions, contacts, credit notes, employees, items, journals, manual journals, payments, purchase orders, repeating invoices, reports, and tax rates.

Set permissions and preferences for data syncing and analysis as per your requirements.

When you are disconnected, your sessions in both CompanyDNA Dashboard and Xero will be terminated.

‍

For any questions or assistance with Xero integration, contact our support team at hello@companydna.ai.

‍