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Integration

Xero integration

The Xero integration allows you to pull your transaction statements from Equals Money directly into Xero. When you connect your Equals Money and Xero accounts, transactions are synced across once a day, seamlessly, helping you to keep a real-time overview of your data.

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Benefits

Save time
Importing data manually takes time. The automatic bank feed frees up time for you to focus on strategic work.
Error reduction
Manual data entry leaves room for human error. With the integration, data is synced automatically, removing this risk.
Real-time overview
Manage cash flow in real time with instant overview of spending in one place, and eliminate manual statement reports.
Easy reconciliation
Purchase data is pushed through Xero to match accounts effortlessly.
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Integrating

your account

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Integrating

your account

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Go to Account settings and Select Annotations and integrations from the list of settings.
Click on the Accountancy Integrations tile.
Select the Xero tile.

In the pipeline

Live now
Automated bank feeds only. Bank feed means all transactions are sent to Xero feed automatically, once day. Once the connection is made and the customer has mapped their Equals Money currencies to respective Equals Money bank accounts in Xero bank transaction will begin lines appear in Xero ready for them to reconcile. Customers will also be able review their full “Sync history” to view all batches of data which have been sent to Xero.
Coming Soon
Enriched data including annotations (tags/chart of accounts codes, receipts, notes etc). If you speak with a customer and they ask if their transactions will appear in the left and right side of Xero, you can tell them that right now the integration is a bank feed (the left hand side), but the enriched data which goes on the right hand side will be released. More integrations with other accounting platforms e.g. QuickBooks Online.

Integrate your account

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Go to your Account Settings and select Annotations and Integrations.
Select Xero and follow the on screen instructions to grant Equals Money access to your Xero data. You will only need to do this once.
Map your accounts, choose the date to sync transactions to Xero, and confirm your selections. Your transactions will sync shortly after midnight after you have mapped your accounts.

FAQ

What’s live now?

Automated bank feeds. This means all transactions are sent to Xero automatically, once day. Once the connection is made and you have mapped your Equals Money currencies to bank accounts in Xero bank, transactions will sync once a day automatically.

You can review your full Sync history to view all batches of data which have been sent to Xero.

What’s coming next?

The ability to send enriched data through to Xero for reconciliation. This means you will be able to send your annotations (notes, receipts and categories) through to Xero automatically.

When will my transactions sync?

Once you have connected to Xero and mapped your accounts, your completed transactions will sync for the first time shortly after midnight, ready for your review the next day. Transactions sync once a day.

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Equals Money PLC is registered in England & Wales No. 05539698. Equals Money PLC is part of Equals Group PLC (Registered in England & Wales No. 08922461). Registered Office: 3rd Floor, Vintners’ Place, 68 Upper Thames St, London, EC4V 3BJ. Equals Money PLC is authorised by the Financial Conduct Authority to provide payment services (FCA No. 488396). Equals Money Cards are issued by Fair Payments Limited pursuant to license by Mastercard International Inc. Fair Payments Limited is authorised by the Financial Conduct Authority to conduct electronic money service activities under the Electronic Money Regulations 2011 (Ref: 900493). Equals Spend Cards are issued by Valitor Limited pursuant to licence by Mastercard International Inc. Valitor Limited is authorised by the Financial Conduct Authority to conduct electronic money service activities under the Electronic Money Regulations 2011 (Ref: 900688). Mastercard is a registered trademark, and the circles design is a trademark of Mastercard International Incorporated.
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