MYLEDGER Accounting preparation
Xero integration
Connect a client's Xero organisation, bring the chart and data across, map accounts and push reviewed journals and transactions back, with validation and history.
Who it is for
Accountants whose clients keep their books in Xero.
Features in Xero integration
Connect a Xero organisation
Connect a client's Xero organisation, check the connection, switch between organisations and disconnect.
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.
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.
Automatic updates from Xero
Changes in Xero trigger incremental updates in MYLEDGER, so data stays current.
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.
More from MYLEDGER
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.