Accounting

Xero

Bring your Xero actuals and tracking categories into your forecast.

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How the data flows

From Xero to a forecast you can trust

Xero

Your live source data

Source

Secure connect

Read-only, disconnect anytime

Access

Your model

Mapped to your own drivers

Model

Reports & forecasts

Built to refresh from source, no CSVs

Reports

Illustrative data flow, as designed. Not a guarantee.

What flows in

Data from Xero into your model

Designed so you choose the fields that matter. Everything else stays out.

Chart of accounts

Built so each Xero account is mapped once to a model line, and revenue and costs land in the same place every month.

Trial balance & journals

Designed to bring in monthly trial balances and manual journals from Xero, so accruals your bookkeeper posts at month end show up in actuals.

Tracking categories

Xero tracking categories, such as department or region, are designed to become segments, so spend rolls up by team the way you already report it.

What you can model

What Xero data helps you decide

Built for the question most founders open Xero to answer: how many months of cash are left?

Plan against actuals

Built to put each month's Xero actuals beside the plan, so you can see which lines ran over and by how much.

Runway from reconciled cash

Burn is designed to be worked out from reconciled Xero bank transactions, so runway moves with your books rather than a spreadsheet you update each quarter.

Variance you can explain

Each variance is built to link back to the Xero accounts behind it, so you can answer the board's follow-up question on the spot.

Setup

Three steps, no CSV exports.

Connect Xero once and your forecast is built to read its latest data each time it refreshes.

Step 1
Connect
Sign in with the account that owns your Xero data and approve the connection. Startup Suite is built only to read your data.
Step 2
Map
Pick the Xero organisation, then map its accounts and tracking categories to lines in your model.
Step 3
Sync
Your model is built to refresh from Xero automatically, and nothing is written back.

Security & permissions

Your data stays yours

Read-only by design: Startup Suite is built never to change anything in Xero.
Built so you can disconnect Xero at any time.
We never sell your data.

Xero questions

Connecting Xero, answered

What founders ask before connecting Xero.

Do I need a finance background to connect Xero?

No. The setup is designed so you choose which Xero accounts matter and give each one a plain-English name in your model. Your chart of accounts stays as it is.

What happens to months that aren't reconciled yet?

The design treats the current month as provisional until you reconcile it in Xero, so a half-finished month doesn't distort burn or runway.

Will it change anything in Xero?

No. Startup Suite is built to read your Xero data into your model and never edit your ledger.

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