Work from the ledger balances
Use the Xero connection with AccountKit’s inter-entity loan and equipment finance tools to bring ledger data into the work.
AccountKit + Xero
Connect your schedules to the ledger
Bring Xero balances into AccountKit’s accounting tools and post supported journals back, so your schedules and ledger work stay connected.
XeroXeroConnected to your practice
- 01Connect the Xero organisation
- 02Prepare and review the schedule
- 03Post the journal to Xero
What connects
What you can do with Xero
Post supported journals back
Prepare the work in AccountKit and use the connected tools to send journals to Xero without re-entering the same figures.
See your own practice financials
Connect your practice’s Xero organisation to bring financial information into the AccountKit dashboard.
In practice
Keep an equipment finance schedule tied to its ledger
Use the connected equipment finance tool to manage the schedule, check the figures and post the supported journal back to Xero.
Review the repayment schedule and its Xero balances together.
Connection setup
Bring Xero into your AccountKit setup
Start with the accounts and permissions, then test the work your team needs to do.
- 01
Check your Xero access
Have the person who manages your Xero account confirm the access and permissions available for the connection.
- 02
Confirm the AccountKit features you need
Check your plan and connection requirements against the work you want Xero to support.
- 03
Test with one client before rolling out
Connect the accounts with your administrator, test the intended workflow and confirm where the team should maintain the source record.
Before you connect
Is this the same as the XPM integration?
No. Xero connects the accounting ledger. Xero Practice Manager connects client and practice information. A firm can use both connections for different parts of the work.
Can we see Xero with AccountKit before deciding?
Book an AccountKit demo and mention Xero. Bring a real example of the work you want to connect so the team can confirm the setup, supported actions and plan requirements for your firm.
The rest of your setup
Explore the connections around this work
- Xero
Xero Practice Manager
Connect Xero Practice Manager with AccountKit for client and contact information, while keeping AccountKit workflow jobs independent.
Explore integration - Documents
FYI
Link FYI documents to AccountKit tools, browse files by client group and send completed reports, maps and schedules back to FYI.
Explore integration - Documents
SharePoint
Keep your Microsoft document library connected to client work.
Explore integration
Your practice + Xero
See how Xero fits your firm’s work.
Bring your Xero setup and a client workflow to an AccountKit demo. We’ll walk through the connection and the next steps for your team.
