Connect a Xero organisation
Connect a client's Xero organisation, check the connection, switch between organisations and disconnect.
The problem it solves
Exporting and importing files between Xero and the working ledger is slow.
How it works
- Connect to Xero.
- Choose the client's organisation.
- Check status, switch or disconnect as needed.
What your practice gets
- Direct link to Xero.
- Multiple organisations.
- Easy to disconnect.
Questions accountants ask
Can I connect several organisations?
Yes, and switch between them.
Can I disconnect?
Yes.
Is this the same as FEDIX's Xero connection?
MYLEDGER connects client organisations for ledger work.
Related features
Features that work alongside connect a xero organisation.
Client ledgers list
List, search and open your clients' ledgers, including clients brought across from FEDIX, and set the client you are working on.
VideoSync 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.
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.
Start fresh from Xero
Reload the MYLEDGER chart from Xero for a client with no postings yet.
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.