Xero connector

Connect Xero and put your financial data to work.

Connect your Xero organisation directly to Soldofi and use your existing financial records across invoice processing, payment workflows, reconciliation, reporting, and bank reconciliation.

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Available

Your Xero data becomes the foundation for your workflows.

Soldofi doesn't ask your finance team to copy information out of Xero and into another system.

Once connected, relevant Xero information can flow into the Soldofi workflows that need it.

Suppliers & contacts

The supplier records that invoices need to be matched against.

Outstanding payables

See what your business currently owes and use it to build payment workflows.

Outstanding receivables

Use open customer balances for aged receivables reporting.

Credit notes

Include credit notes where they are relevant to aged reporting.

Overpayments

Include overpayments when building the appropriate financial view.

Prepayments

Include prepayments where applicable.

Bank accounts & transactions

Use bank activity for reconciliation and cashflow classification.

Base currency

Keep reporting aligned with the organisation's own reporting currency.

Once connected

Xero becomes the starting point for your finance workflows.

AP Automation

Capture to check to approve to book. Bring invoice processing into a controlled workflow and write approved invoices back to Xero.

Payment Runs

Outstanding payables to payment plan to approval. Build payment plans from what your business actually owes.

Reconciliation

Supplier statement to Xero ledger to exceptions. Compare supplier statements against your Xero records and focus on differences.

Aged Reporting

Xero records to aged balances to reporting. Report outstanding payables and receivables using your organisation's base currency.

Bank Reconciliation

Bank activity to classification to reconciliation. Bring transactions into a workflow for classification and reconciliation.

Control

Approved work is the only work that gets written back.

Soldofi reads the information it needs from Xero to run your workflows.

When an invoice is approved, Soldofi can write that approved invoice back to Xero. Nothing reaches the ledger through an unapproved path.

Invoice

Soldofi workflow

Review

Approval

Booked in Xero

Connection

You authorise Soldofi through Xero.

The connection is authorised through Xero's own consent screen. Soldofi doesn't need your Xero password.

Start the connection

From Soldofi.

Review and approve access

On Xero's own authorisation screen.

Start working

Soldofi can use the authorised connection for the workflows you've enabled.

Revoke access whenever you choose

Remove Soldofi's access directly from Xero.

Manage multiple Xero organisations without mixing their financial data.

If you manage multiple organisations or client entities, each Xero organisation can remain separate inside Soldofi.

Your teams can work across organisations without combining their financial records.

One Soldofi account. Separate financial environments.

Connect Xero once. Use it across your finance operation.

What Soldofi uses your Xero connection for, by workflow
Workflow	What Soldofi uses Xero for
AP automation	Supplier records, invoice processing and approved invoice posting
Payment runs	Outstanding supplier balances
Reconciliation	Supplier statements against the Xero ledger
Aged reporting	Payables, receivables and base currency
Bank reconciliation	Bank accounts and transactions

Not ready to connect Xero directly?

For supported reporting workflows, you can start with an Xero aged-payables export and move to a direct connection later.

That means you can begin working with Soldofi without waiting for your systems to be fully connected.

Talk to us about your setup

See Soldofi connected to your Xero organisation.

We'll walk through how your Xero data can flow into invoice processing, payment approvals, reconciliation, and reporting.

Get started