FinPilot + Xero: every company in one view
Xero keeps each organisation's books accurate. FinPilot puts all of them on one screen — outstanding invoices, overdue balances and cash position across every organisation you run, without signing in and out of each one.
Changes you make in FinPilot land in Xero straight away, so you are working on your books rather than on a copy of them.
Why connect FinPilot to Xero
Every organisation in one place
One Xero consent can cover several organisations, and each becomes its own company in FinPilot. Switch between them without signing in and out, and keep their data completely separate.
Changes flow both ways
Raise an invoice or a bill in FinPilot and it lands in Xero immediately — not in a copy of your books. Invoice and contact changes made in Xero come back within about a minute.
Answers without a spreadsheet
Outstanding, overdue and paid totals across every connected organisation, grouped by currency rather than added together into a number that means nothing.
Access you control
Role-based permissions down to individual actions, so a bookkeeper sees the ledger and not your team settings. FinPilot never sees your Xero password and never deletes anything in Xero.
What FinPilot does
Multi-company by design
Built for people running more than one set of books. Every record is scoped to the organisation it belongs to, so nothing bleeds between companies.
Create and edit, not just read
Invoices, bills, customers, vendors, accounts and products are all editable in FinPilot, with Xero staying the system of record for every one of them.
Current without being asked
A scheduled sync keeps everything in step, webhooks bring invoice and contact changes across in about a minute, and you can sync on demand whenever you want to be certain.
What Xero does
Xero is online accounting software for small businesses and the people who advise them. It is where your books live, and where FinPilot sends everything you create.
- See your cash position at a glance, updated as transactions come in
- Send invoices that are easier for customers to pay, and get paid sooner
- Work from anywhere, including from the Xero mobile app
- Collaborate with your accountant, bookkeeper and team in the same books
Connect FinPilot to Xero in 3 steps
- 1
Create your FinPilot account
Sign up and set up your organisation. It takes a couple of minutes and needs no card.
- 2
Go to Settings → Connections
Choose Xero from the connect menu. You are taken to Xero to approve access — FinPilot never asks for your Xero password.
- 3
Choose your organisations
Tick the organisations you want, approve, and the first sync starts straight away. Each one you tick becomes its own company in FinPilot.
Your Xero data is read-only in FinPilot until you choose to make a change