Xero
Pull in your trial balance and tag transactions to model drivers.
From Xero to a forecast you can trust
Illustrative data flow, not a guarantee.
Data from Xero into your model
Choose the fields that matter. Everything else stays out.
Decisions this unlocks
Plain outcomes, not another dashboard to babysit.
Live in three steps. No CSV, no Zap.
Connect Xero once and your model stays in lockstep, two-way, always on.
- 1
Connect
One-click OAuth to Xero, no API keys and no IT ticket.
- 2
Map
Choose exactly which entities, accounts, and fields flow into your model.
- 3
Sync
Two-way sync keeps your forecast and Xero aligned, with failure alerts to Slack.
Your data stays yours
- OAuth-based connections you can revoke anytime from Xero or Startup Suite.
- Field-level permissions, sync only what your model needs, nothing more.
- Encrypted in transit and at rest; we never sell your financial data.
- Sync failures alert your team before numbers drift, no silent breakage.
Connecting Xero, answered
The things founders ask before they wire up a tool.
Do I need a finance background to connect my accounting tool?+
No. You connect once, pick the accounts that matter, and Startup Suite maps them to plain-English drivers, no chart-of-accounts surgery required.
How often do the numbers refresh?+
Actuals sync automatically, so your plan-vs-actual stays current between closes instead of waiting on a month-end CSV export.
Will it change anything in my ledger?+
No. The sync reads your data into your model; it never writes back to or edits your accounting system.
More integrations
Wire Xero into your model in minutes.
Connect your data and watch it flow straight into a working model, no finance team required.
From idea to investor-ready · built for founders, not finance teams