Xero Integrations
Integrate Xero and OFX for automated reconciliations
Tired of clicking “OK” a hundred times to reconcile your books? With OFX’s seamless two-way Xero integration, payments and expenses sync in real time, so your records are always up to date.
Automatically import your chart of accounts, track global spend, and close the books with less effort. It’s time to ditch the busywork and focus on what really matters: managing your business.
Chase new business. Chase your dreams.
Say goodbye to chasing receipts.
Don’t waste hours managing your expenses and cash flow. OFX’s advanced OCR scanning automatically captures merchant data, GST and general ledger codes at the time of payment, saving your business time on expense reporting each week.
Even your international payments are effortlessly sorted and reconciled. Always be ready for audits and tax time.
Gain visibility into your international cash flow
Automatically sync, categorise and reconcile your transactions to Xero with clear descriptions and accounting codes.
This way you can quickly view past expenses, payments and deposits inside to see all the details you need and make faster decisions.
Repetitive manual tasks?
Don’t hate them.
Automate them.
Repetitive, manual tasks bring misery to finance teams. But smarter systems let you leave all that behind.
Get real-time reconciliations with total cash flow visibility. Fix your broken, frustrating processes in one fell swoop.
Your books are updated automatically in real time.
Seamless workflows improve collaboration between teams
Unifies all global and domestic payments in one simple platform
Better spend control with receipt coding and categorisation
Instantly reconcile bills, the moment they’re approved.
Your controls for worry-free compliance, with validated expenses and categorised payments.
Connect your OFX and Xero account in minutes
1. Register for free
Complete the registration form to get started or log in to your account
2. Select Integrations
You’ll find integrations under Setup in the left-hand navigation bar
3. Select Xero
Click the toggle next to Xero to turn on. Review the permissions and click Confirm
4. Connect to Xero
Log in to your Xero account to allow access
Clients love us. Here’s why.
PlasmaLeap CFO, Nick Bishop
Automation helped PlasmaLeap simplify their expense reporting
“…the big kicker is being able to integrate with Xero. The fact we could plug and play there is a big advantage.”
Ready to turn your everyday tasks into automated workflows?
Join 37,000+ businesses globally regaining control with OFX today
Simplify your business financial operations in one platform and save time and money.
Xero Integration FAQs
Can I reconcile the payment to Xero?
Yes. Select ‘l know what to do’ when creating a payment. This allows you to enter any account code from Xero synced from your Chart of Accounts. Coding your payment from OFX will send a payment feed directly to Xero, which will auto-reconcile the bill.
Can I instruct my accountant to reconcile the payment?
Yes. Select ‘let my accountant do it’ when creating a payment, which will directly send through a bank feed to Xero. Your accountant will then be able to reconcile the bill in Xero and match it to the corresponding bank feed.
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Better control and real-time insights with OFX