Xero integration
The Xero integration allows you to pull your transaction statements from Equals directly into Xero. When you connect your Equals and Xero accounts, transactions are synced across once a day, seamlessly, helping you to keep a real-time overview of your data.
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.
Equals (integrated with Xero) is super easy to use with everything in one place.
The team and I save so much processing time as all transactions show immediately on the platform.
Michaela Kocher
TransGlobal Events
How to integrate your account
Go to your Account Settings and select Annotations and Integrations.
