Thing + Xero - AI CFO for Your Xero Ledger
Connect Xero in two minutes and get instant AI forecasting, budgeting, and cash flow reporting - no duplicate data entry.
What the Xero Integration Does
Definition-first opener: Thing reads your Xero ledger to power forecasting, budgeting, and reporting without duplicate data entry.
Connect Xero in Under Two Minutes
Step-by-step setup guide - screenshots recommended at each step.
Authorize the Xero Connection
Sign in and grant Thing read access to your Xero organization.
Select Your Entity
Choose which Xero organization to connect if you manage more than one.
Confirm Initial Sync
Review the first data pull before moving on.
What Syncs Automatically Once You Connect Xero
Data-scope explainer: chart of accounts, invoices, bills, bank transactions, contacts.
Four Ways SMBs Use the Xero Accounting Integration
Real-Time Cash Flow Forecasting
Forecasts built directly from live Xero transaction data.
Automated P&L
Profit and loss statements generated without manual entry.
Budget-vs-Actual Tracking
Comparing planned spend against what Xero shows actually happened.
Multi-Entity Xero Consolidation
Combining multiple connected Xero organizations into one view.
Sample Automation: From Xero Invoice to Cash Flow Alert
Concrete automated-flow example showing an overdue Xero invoice triggering a runway-risk alert in Thing.
Keeping Your Xero Data Secure
Security note specific to the Xero OAuth connection - scoped, revocable, read-oriented access.
