Automatic updates from Xero
Changes in Xero trigger incremental updates in MYLEDGER, so data stays current.
The problem it solves
Manually re-syncing Xero data is easy to forget.
How it works
- Changes are made in Xero.
- Xero notifies MYLEDGER.
- An incremental update runs.
What your practice gets
- Current data without manual syncs.
- Only changes are updated.
- No action needed.
Questions accountants ask
Is it automatic?
Yes.
Is the whole file re-synced?
No. Updates are incremental.
Do I need to set it up?
It works once Xero is connected.
Related features
Features that work alongside automatic updates from xero.
Sync data from Xero
Bring the chart, contacts, invoices, bank transactions and journals from Xero into MYLEDGER, one area at a time or all at once, with status and history.
Ask the assistant about Xero
Ask the AI assistant for Xero reports, invoices and trial balance comparisons, or ask it to create invoices, journals and payments for your confirmation.
Reliable Xero connection
The Xero connection handles sign-in renewal and Xero's usage limits so syncs and pushes complete reliably.
Connect a Xero organisation
Connect a client's Xero organisation, check the connection, switch between organisations and disconnect.
Xero account mapping
Map the MYLEDGER chart to Xero accounts manually, automatically or with AI, and create missing accounts in Xero.
Push journals and transactions to Xero
Validate, then push manual journals or bank transactions to Xero, with batches, history, status refresh and the ability to revoke.
See it working in your practice.
Start with one workflow and adopt more of the connected practice system over time. Your team reviews and approves the work.
14-day free trial. A payment method is required to start. Your paid subscription starts automatically when the 14 days end; cancel during the trial and you pay nothing. After the trial, a 6-month minimum term applies, then month-to-month. Commit to 12 months up front and the monthly price is 20% lower. See pricing.