Xero Integration

Integrate Xero + 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 faster with less effort. It’s time to ditch the busywork and focus on what really matters: managing your business.

Real-time syncing. Zero data entry. Total visibility.

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Stay audit ready.
Stop chasing bills.

Fetching documents is a waste of Finance team time. Collect invoices, receipts, and other necessary documents instantly instead.

OFX scans and verifies every expense document, and ensures that spenders never forget to upload these precious items. Finance teams can stop playing bad cop and get back to adding value.

Automate the effort. Eliminate the agony.

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.

Update your books automatically, in real time.

Ensure complete compliance, with validated expenses and categorised payments.

Unify all global and domestic payments in one simple platform.

Maintain total spend control, with split-second expense coding and categorisation

Reconcile bills instantly, the moment they’re approved and paid.

Empower smooth collaboration & communication between teams.

Set up in minutes & start saving hours

OFX is built to plug in easily to your Xero account. The quick setup saves time right from the start.

The two-way sync eliminates basic errors and manual data entry, so there’s no more month-end clean up.

Enjoy automated expense categorisation, stop duplicating effort, and get complete visibility across your domestic and international spend.

FAQs

Can I reconcile the payment to Xero?

Yes. When creating a payment, choose ‘I know what to do’. This lets you enter any account code from your Xero Chart of Accounts. Once you code the payment in OFX, it automatically feeds into Xero and reconciles the bill for you.

Can I instruct my accountant to reconcile the payment?

Yes. Click ‘let my accountant do it’ when making a payment. OFX will send the bank feed Xero. Now your accountant can easily match and reconcile it with the bank feed.

Why are my Xero tax codes different in OFX to Xero?

We use standard Xero accounting and tax codes. These codes are specific to your Xero account and region. If you have customised your accounting and tax codes, please contact our support team at business@ofx.com

My transaction isn’t syncing to Xero?

Click on the Payment tab.
Filter and locate your payment.
Click on More details
Click on the Xero link.

This Xero link will take you directly to the corresponding Xero invoice. If you still can’t link, contact our support team business@ofx.com

I still can’t see my Xero payments. What can I do?

If your OFX Global Business Account is showing that Xero is connected but you can’t see payments, disconnect Xero in the OFX online platform and reconnect.

If you are still unable to see Xero payments, please contact business@ofx.com

Note: If you’re connecting Xero to your OFX Global Business Account for the first time, please note, we don’t currently pull Bills that are already in Awaiting Payment status.

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