Xero Integration
Reconcile faster.Keep Xero up to date.
Bring transactions from Xero into ClearSpend AI, match them with the right invoices and receipts, review only what needs attention, then sync the completed records back.
Why connect Xero?
Take the manual work out of reconciliation
Transactions are in Xero. Invoices and receipts are elsewhere. ClearSpend AI matches them and syncs back to Xero when you're ready.
Reconcile more automatically
Match Xero transactions with invoices and receipts collected from Gmail, Google Drive, and uploads.
Stop re-entering records
Sync reconciled transactions back to Xero from ClearSpend AI instead of entering them manually.
Focus only on what needs attention
Let ClearSpend AI handle straightforward matches while finance reviews the exceptions.
How it works
From transaction to reconciledXero record
Connect Xero
Connect your Xero organization to ClearSpend AI.
Bring in your transactions
Xero transactions flow into ClearSpend AI and become available for reconciliation.
Match and review
Match invoices and receipts to transactions, then review what's missing or needs input.
Sync back to Xero
When records are ready, sync reconciled transactions and invoices back to Xero without manual re-entry.
Two-way workflow
From Xero to ClearSpend AI — and back again
ClearSpend AI doesn't create another disconnected finance workflow. It works alongside Xero.
- Bring Xero transactions into ClearSpend AI
- Match each charge to its invoices and receipts
- Review only exceptions that need attention
- Sync reconciled data back to Xero
Security & privacy
Your financial data staysunder your control
Secure authentication
Connect through the Xero authorization flow rather than sharing your password directly with ClearSpend AI.
Focused access
ClearSpend AI accesses the accounting information required for your connected reconciliation workflow.
You're in control
Manage or disconnect your Xero integration whenever you need to.
FAQs
Common questions about Xero + ClearSpend AI
To automate more of the work between a transaction appearing in Xero and that transaction becoming a complete, reconciled record. ClearSpend AI can bring transactions in, match them with supporting documents, and sync the reconciled data back to Xero.
Yes. ClearSpend AI can bring Xero transaction data into your workspace so it can be matched against invoices and receipts.
Yes. Reconciled transaction and invoice information can be synced back to Xero, reducing the need to manually enter the same records again.
The goal of the Xero integration is to avoid that duplicate work. Once the relevant records are reconciled in ClearSpend AI, the completed data can be synced back to Xero.
Supporting documents can come from connected sources such as Gmail and Google Drive, as well as direct uploads.
ClearSpend AI surfaces the transaction as needing attention so finance can quickly identify where supporting proof is still missing. Once the document is collected, it can be matched with the transaction and the reconciled information can continue through the Xero workflow.
No. Xero remains your accounting platform. ClearSpend AI complements Xero by automating document collection, transaction matching, exception management, and the flow of reconciled information back into your accounting system.
Yes. Recurring transaction data from Xero can also help ClearSpend AI identify and organize recurring company spend.