More info on our integration with Xero
Xero is online accounting software for small businesses.
kopilot provides secure and immediate corporate information from your Xero data.
You will get several predefined reports and charts to answer the critical business questions you have and to serve your operational needs.
You can perform initial Xero data import in minutes. Your data is automatically refreshed and updated each time there is a change in your Xero account. When you can't wait for the next sync, hit the "sync" button to trigger it immediately.
During initial data import, we redirect you to the Xero application. Xero will ask you to authorize kopilot to import your Xero account data. Make sure you have the unique admin user on your Xero account.
Only Admin User may link Xero with a third-party platform. Further scheduled data imports will use the same authorized access.
kopilot imports the following Xero data:
- Invoice amount,
- Tax amount,
- Second tax amount,
- Due amount
- Invoice Currency
- Invoice issued date,
- Invoice due date
- Client, Supplier
- Invoice Status
kopilot import the same for the expenses, bills, credit notes, and receipts.
- Business concerns kopilot does answer
- Available metrics in kopilot.
- Sales forecasts
- Currency conversion
- Available currencies