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Xero · Our most mature integration

Your Xero. Connected, mirrored, analysed.

Xero was the integration we built first - and the one we've gone deepest on. Outbound sync of bills, contacts and credit notes. Plus a persistent local mirror of your P&L history and bank transactions so LEDGE can run trend analysis Xero alone can't. One intelligent hub. Zero data silos.

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2-way
Real-time sync
Daily
P&L snapshots
99%+
GL coding accuracy
app.omnipath.ai/integrations/xero
Xero · Demo Co (UK)
Tenant 4f8a-b2e1 · GBP · Last sync 14:22
Live
OmniPATH → Xero
Bills + line items
Tracking categories
Contacts · credit notes
Sync
Xero → OmniPATH
P&L · Balance Sheet
Bank transactions
Chart of accounts · tax rates
Recent sync activity
Posted Bidfood Bill INV-08823 to Xero · £1,247.20
2m
Pulled bank txns · NatWest Current (24 new)
14m
Chart of accounts synced · 48 active codes
22m
P&L snapshot stored · Apr 2026 mid-month
1h
Measurable from day one

Numbers customers actually report.

From operators using the Xero integration in production. The original AP automation thesis still holds - the platform got broader, the economics didn't get worse.

95%
Auto-synced
Of bills posted to Xero with zero manual entry
75%
Faster close
Month-end from 8 days to 2 with continuous reconciliation
Zero
Duplicate payments
Each Bill tagged with a unique external ID - same invoice never posts twice
99%+
GL accuracy
AI learns your chart of accounts and improves with every correction
The data flow

What goes which way. And why.

Most "Xero integrations" are one-way pushes that stop after Bills are created. OmniPATH treats Xero as both source-of-truth (for what's posted) and as a data lake to be mirrored locally and analysed in ways native Xero reporting can't.

→ OmniPATH writes to Xero

Bills, contacts, credit notes. Posted clean.

Every approved purchase invoice posts to Xero as a Bill, line items split across the right accounts and tracking categories, contact matched against the Xero Contact record, sync status tracked back in OmniPATH for audit.

  • Bills with line-items, account codes, tax rates and tracking categories
  • Contacts created or matched on first invoice - supplier or expense reimbursement
  • Credit notes posted and matched against the originating Bill
  • Multi-currency handled - FX rate from Xero at posting, base currency journals correct
  • Sync status tracked per record - `xero_id`, `ap_sync_at`, retries on failure
← OmniPATH mirrors from Xero

Reports and banking. Stored locally.

Key data types pulled from Xero and stored persistently in OmniPATH - so we can run trend analysis and reconciliation without rate-limiting Xero or losing historical context when reports recompute.

  • P&L + Balance Sheet snapshots · daily, persistent, 6-year history
  • Bank transactions from connected feeds, refreshed every 30 min
  • Chart of accounts mapped via the schema's native `xero_id` field
  • Tax rates per account - preserves Xero's complex VAT handling exactly
Two persistent mirrors

The bit other Xero integrations don't do.

Most Xero integrations cache report responses for a few hours and refetch when the cache expires. OmniPATH stores them permanently, so your historical view doesn't depend on what Xero is willing to recompute today.

01Accounting snapshots

P&L history that doesn't expire.

OmniPATH takes a daily snapshot of your P&L, Balance Sheet and cash position from Xero and stores it persistently. Long-term history, queryable in milliseconds, never subject to Xero's reports endpoint recomputing differently because someone reclassified a transaction in March.

So when LEDGE answers "How has our gross margin changed over six months?" - it's reading from snapshots, not asking Xero to re-render six months of P&L on demand and burning your daily API quota.

  • Daily P&L · Balance Sheet · Cash Position captured
  • JSONB storage - preserves the exact report shape at point of capture
  • Long-term retention - snapshots accumulate for as long as you're connected
  • Powers LEDGE trend analysis without round-tripping to Xero for every query
P&L Snapshots · Last 6 months
Stored locally
Nov Dec Jan Feb Mar Apr Revenue Gross profit
Revenue
£412k
+18.2% YoY
Gross margin
62.4%
+1.8 pts
Cash position
£284k
−4.1%
02Bank transaction mirror

What actually cleared the bank.

OmniPATH syncs Xero bank-feed transactions every 30 minutes - payments out, deposits in, fees, transfers. Stored locally with reconciliation status, so OmniPATH can verify "this Bill we approved actually paid" without round-tripping to Xero for every check.

This is what powers LEDGE's cash-position answers - giving you visibility into what's actually cleared the bank alongside what's been approved in procurement.

  • 30-minute refresh from Xero bank feeds (Plaid · Yodlee · direct)
  • Account-level granularity - current, savings, credit cards, FX
  • Reconciliation status preserved (Reconciled / Unreconciled in Xero)
  • Reconciliation status from Xero preserved on each transaction
NatWest Current · ****8842
£24,847.20
02 May
Bidfood Ltd
BPAY · Bill INV-08823
−£1,247.20
Matched
02 May
Stripe payout
Customer · Olive Group
+£3,420.00
Matched
01 May
Brakes Group plc
BPAY · Bill INV-08816
−£842.45
Matched
01 May
Xero subscription
No Bill match
−£72.00
Unmatched
30 Apr
Hartley Botanic Ltd
BPAY · Bill INV-08801
−£428.00
Matched
New capabilities

What we've just shipped.

Features that went live in the latest release - expanding the Xero integration from invoice push into full expense sync, real-time payment tracking and tighter security.

Expense to Xero push

Approved expenses sync as Xero Receipts. Reimbursable expenses also create an Expense Claim. Duplicate prevention via stored xero_receipt_id.

Real-time payment reconciliation

Xero webhooks notify OmniPATH instantly when invoices are paid - fully or partially. Payment status, amount and reference flow back automatically.

Duplicate prevention

Before pushing a bill, OmniPATH checks Xero by invoice number AND by Contact + Amount + Date. Catches bank-feed auto-created records.

Tracking categories on bills

Map sites to Xero tracking options. Every bill line item automatically includes the tracking category - no manual tagging required.

Daily snapshots (automated)

P&L, Balance Sheet and Cash Position captured nightly at 04:00 UTC. On-demand capture also available. Powers LEDGE trend analysis.

Tax rates and tracking pull

Xero's full VAT rate catalogue and tracking categories pulled into OmniPATH for expense categorisation and cost-centre reporting.

Bank detail security

Supplier bank details encrypted at rest with Fernet. Masked in API responses (****5678). Full reveal requires Admin role and creates an audit event.

Reconnect without unlinking

Update Xero tokens and expanded OAuth scopes in place - no need to disconnect and re-link. Settings, mappings and history preserved.

Provider-agnostic expense sync

Single POST endpoint auto-detects connected provider. Same response shape across Xero, QuickBooks and Sage. Per-org toggle to enable or disable.

LEDGE × Xero

Ask things that Xero alone can't.

Because LEDGE has both your live procurement data AND a persistent history of Xero snapshots, it can answer questions that need both sides of the picture - questions that would normally mean exporting two CSVs and pivoting in Excel.

Trend questionHow has our gross margin changed over the last six months and which suppliers are driving the change?
Reconciliation questionList approved Bills over £1k where I can't see the matching payment cleared the bank.
Tracking questionShow revenue by Xero tracking category - Hospitality vs Retail by region - over the last quarter.
Forecast questionBased on the last three months of bank flow, what's our projected cash position at month-end?
Spend questionWhich suppliers have increased their pricing more than 10% compared to six months ago?
Audit questionShow every Bidfood Bill over £500 posted to Xero in March, with the matching GRN status.
The OmniPATH resolution

Xero is brilliant for accounting. OmniPATH is the layer in front.

Procurement, approvals and spend control need a purpose-built layer ahead of the ledger. OmniPATH gives finance teams speed, accuracy and real-time visibility across every transaction before it hits Xero - and a persistent mirror for analysis after.

Without OmniPATH
  • Manual Bill entry - re-keying line items into Xero from PDFs and emails
  • No purchase approvals - spend hits Xero unchecked, surfaces at month-end
  • Inconsistent GL coding - different bookkeepers, different account choices
  • Month-end scramble - reconciliation takes 8+ days for multi-site ops
  • No committed spend view - costs only visible after the invoice posts
  • No historical depth - Xero reports recompute, can't compare past states
With OmniPATH
  • AI invoice capture - extracted, coded, posted to Xero in seconds
  • Digital approval workflows - nothing posts to Xero unauthorised
  • Auto GL coding - AI learns your chart and improves with every correction
  • Real-time spend visibility - committed and posted spend visible as it happens
  • Full committed spend - open POs visible alongside posted Bills
  • Persistent snapshots - trend analysis Xero alone cannot run
One hub, every system

Xero is the ledger. OmniPATH is the layer that connects everything else.

Xero is brilliant at accounting - but your business runs on dozens of systems. Procurement requests on mobile, supplier invoices in email, bank feeds from your bank, customer payments from Stripe. OmniPATH is the intelligent layer that consolidates, enriches and routes - with Xero as the system of record at the centre.

  • 1
    Consolidate from every source

    Invoices by email, POS data from tills, PRs from mobile. OmniPATH normalises before anything reaches Xero.

  • 2
    Enrich before sync

    AI adds GL codes, tracking categories and tax rates so transactions arrive in Xero fully coded and audit-ready.

  • 3
    One source of truth

    Operations see approvals, finance sees committed spend, suppliers see payment status. Same data, no silos.

  • 4
    Ready for what comes next

    QuickBooks and Sage integrations are live today. If your accounting platform changes, your OmniPATH data and historical snapshots carry forward.

OMNI
PATH
xXero
PROrders
£Bank
CRCustomers
SUSuppliers
Frequently asked

The technical details.

Which Xero editions and regions are supported?
All Xero editions - Starter, Standard, Premium and Ultimate - across UK, Australia, New Zealand, US, Canada, South Africa and Singapore regions. Region-specific tax handling (VAT for UK, GST for AU/NZ, sales tax for US) is preserved through the integration. Xero's tracking categories (Region and Category, where set up) are applied to every Bill posted.
How are Xero's tracking categories handled?
Xero's two tracking categories (typically used for region, department, project or class) are pulled into OmniPATH and applied to every Bill posted back. When you create a PR in OmniPATH against a specific site or project, the matching tracking category options are populated automatically. The mirror also stores tracking-category-tagged transaction history, so LEDGE can slice trend analysis by tracking dimension.
Will OmniPATH duplicate Bills if my team also keys invoices into Xero manually?
No - every Bill OmniPATH posts is tagged with a unique `external_id` referencing the OmniPATH source invoice. This prevents the same approved purchase from being posted twice. If your team also keys invoices manually into Xero, OmniPATH's records won't conflict because each carries its own identifier.
What happens to the snapshots if we disconnect Xero?
Existing snapshots stay in OmniPATH - disconnecting just stops new ones being captured. Your historical P&L data remains queryable by LEDGE. If you reconnect later, sync resumes and new snapshots stack alongside the existing ones. If you switch to QuickBooks or Sage, OmniPATH continues to capture snapshots from the new platform - your historical Xero data and your future QB/Sage data live side by side, with clear provenance flags.
How does the Xero rate-limit interact with the mirror?
Xero's API caps at 60 calls per minute and 5,000 per day per tenant. OmniPATH's persistent mirror reduces API consumption significantly - once data is mirrored locally, LEDGE queries hit the mirror, not Xero. Scheduled polling handles updates for P&L snapshots, bank transactions and chart of accounts on a cadence designed to stay well within Xero's limits, leaving headroom for other apps you've connected.
How does OmniPATH connect to Xero?
OmniPATH connects to Xero via the standard OAuth 2.0 flow - the same authorisation process you'd recognise from any Xero-connected app. Connection from your end is two clicks and standard consent screens - no IT involvement required.
How is the data secured?
OAuth tokens stored encrypted at rest. All API traffic to Xero over HTTPS. Mirrored data lives in your tenant-isolated database with row-level security. LEDGE inference uses Anthropic Claude with a no-training, no-retention agreement - your accounting data is sent for the query and dropped afterwards. Full GDPR alignment.
Ready to connect

Xero. Connected, mirrored, analysed.

Two-click OAuth connection, daily P&L snapshots and bank transaction mirror. Bring your Xero tenant to the demo and we'll connect it live.

Book an Intro Meet LEDGE
No card needed · 30-min demo · We'll connect to a Xero Demo Co if you'd rather not share live