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Accounting

Xero
API integration

Ship Accounting features without building the integration. Full Xero API access via Proxy, normalized data through Unified APIs — extend models and mappings to fit your product.

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Xero

Use Cases

Why integrate with Xero

Common scenarios for SaaS companies building Xero integrations for their customers.

01

Automate invoice creation from your SaaS into Xero

If your platform handles billing, project completion, or service delivery, you can automatically push invoices into your users' Xero accounts — eliminating dual data entry and keeping their accounts receivable current in real time.

02

Pull financial data for underwriting and credit decisioning

Lending, financing, and fintech platforms can read their users' Xero reports, transactions, and account balances to algorithmically assess business health — replacing manual CSV and PDF uploads with a live, authenticated data connection.

03

Sync expenses and receipts into the general ledger

Spend management and corporate card platforms can push categorized transactions into Xero with receipt attachments, mapped to the correct chart of accounts and tracking categories, so month-end close is effortless for the user's accountant.

04

Keep CRM contacts and payment status in sync with Xero

CRM and sales platforms can sync contacts bidirectionally and surface outstanding invoice and payment data from Xero directly inside the sales workflow, giving reps real-time visibility into customer financial status.

05

Manage subscription revenue recognition in Xero

Billing and subscription platforms can generate invoices, credit notes, and payments in Xero whenever subscriptions change — ensuring the general ledger accurately mirrors the subscription engine across currencies and tax jurisdictions.

What You Can Build

Ship these features with Truto + Xero

Concrete product features your team can ship faster by leveraging Truto’s Xero integration instead of building from scratch.

01

Chart of Accounts Mapping UI

Let your users map your product's categories to their specific Xero accounts, tax rates, and tracking categories before any data is synced, ensuring every transaction lands in the right place on the ledger.

02

Automated Invoice and Payment Sync

Push invoices into Xero when work is completed or deals close, and automatically reconcile them by creating payments when funds are collected through your platform.

03

Real-Time Financial Health Dashboard

Pull P&L statements, balance sheets, and company info from Xero to populate analytics dashboards or feed proprietary scoring models inside your product.

04

Receipt Attachment Pipeline

Attach receipt images and supporting documents directly to Xero transactions and invoices via the Attachments resource, making audit prep seamless for your users' accountants.

05

Bi-Directional Contact and Vendor Sync

Sync customers and vendors between your platform and Xero using Contacts and Contact Groups, keeping records consistent across systems without manual reconciliation.

06

Daily Sales Journal Entry Aggregation

Aggregate POS or e-commerce transactions into summarized journal entries in Xero — avoiding thousands of individual line items while maintaining accurate revenue and tax reporting.

Unified APIs

Unified APIs for Xero

Skip writing code for every integration. Use Truto’s category-specific Unified APIs out of the box or customize the mappings with AI.

Unified User Directory API

Users

The User object represents a User.

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Unified Accounting API

Accounts

Account represents bank accounts or a general ledger account

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Attachments

Attachment represents the company's attachment

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Budgets

Budget represents the budgets set for a company

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Company Info

Company Info represents the company's information

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Contact Groups

ContactGroup represents the groupings used by the company for their contacts

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Contacts

Contacts represents the company's vendor or a customer

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Credit Notes

Credit Notes represents the credit notes of the company

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Currencies

Currency represents the currencies used by the company

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Employees

Employee represents an employee of the company

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Invoices

Invoices represents the invoices of the company

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Items

Items represents the items of the company

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Journal Entries

Journal Entries represents the journal entries of the company

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Payments

Payments represents the payments of the company

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Purchase Orders

Purchase Orders represents the purchase orders of the company

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Repeating Transactions

RepeatingTransaction represents the repeating transactions of the company

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Reports

Report gets you the various reports available in the accounting software

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Tax Rates

TaxRates represents the tax rates of the company

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Tracking Categories

TrackingCategories represents the tracking categories of the company

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Transactions

Transactions represents the transactions of the company

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How It Works

From zero to integrated

Go live with Xero in under an hour. No boilerplate, no maintenance burden.

01

Link your customer’s Xero account

Use Truto’s frontend SDK to connect your customer’s Xero account. We handle all OAuth and API key flows — you don’t need to create the OAuth app.

02

We handle authentication

Don’t spend time refreshing access tokens or figuring out secure storage. We handle it and inject credentials into every API request.

03

Call our API, we call Xero

Truto’s Proxy API is a 1-to-1 mapping of the Xero API. You call us, we call Xero, and pass the response back in the same cycle.

04

Unified response format

Every response follows a single format across all integrations. We translate Xero’s pagination into unified cursor-based pagination. Data is always in the result attribute.

FAQs

Common questions about Xero on Truto

Authentication, rate limits, data freshness, and everything else you need to know before you integrate.

What authentication method does Xero use?

Xero uses OAuth 2.0 for authentication. Truto handles the full OAuth flow — including token refresh — so your team doesn't need to manage auth lifecycle or deal with token expiry for your end users' connections.

Which Xero data models can I access through Truto's Unified Accounting API?

Truto's Unified Accounting API supports Accounts, Attachments, Budgets, Company Info, Contact Groups, Contacts, Credit Notes, Currencies, Employees, Invoices, Items, Journal Entries, Payments, Purchase Orders, Repeating Transactions, Reports, Tax Rates, Tracking Categories, and Transactions. A Unified User Directory API is also available for Users.

Can I both read and write data to Xero through Truto?

Yes. The Unified Accounting API supports both read and write operations across supported resources — for example, you can create invoices, push payments, and attach receipts, as well as read reports and transaction history.

Does Truto handle Xero's API rate limits and pagination?

Yes. Truto abstracts away Xero's rate limiting and pagination logic. You query Truto's unified endpoints, and Truto manages retries, backoff, and cursor-based pagination under the hood so you don't have to build that plumbing yourself.

Can I access Xero's Tracking Categories for department or location-level reporting?

Yes. Tracking Categories are a supported resource in the Unified Accounting API. You can read your users' configured tracking categories and options, then apply them when creating invoices, journal entries, or transactions to ensure data is tagged by department, location, or any custom dimension the user has set up in Xero.

Does the integration support multi-currency Xero organizations?

Yes. The Currencies resource is available through the Unified Accounting API, allowing you to read which currencies are enabled in your user's Xero organization and reference them when creating invoices, payments, or other financial records.

Xero

Get Xero integrated into your app

Our team understands what it takes to make a Xero integration successful. A short, crisp 30 minute call with folks who understand the problem.

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