Xero
OpenBooks keeps your Xero ledger reconciled and evidence-backed, so the numbers you publish always trace to a source.
What OpenBooks does with Xero
- Reads your Xero chart of accounts and tracking categories.
- Reconciles bank transactions against receipts and invoices.
- Links each entry to its underlying document in the evidence ledger.
- Returns tidy classifications so Xero remains your general ledger.
What data flows
← OpenBooks reads
- Chart of accounts
- Bank transactions
- Contacts
- Tracking categories
→ OpenBooks writes
- Classifications
- Evidence links
- Reconciliation notes
Trust & security
- Access
- Read-only export or read-only access only — no write scope, and no standing credentials are stored.
- Revoke
- Nothing to revoke: access is per-export and you decide what you send. Stop sharing at any time.
- Encryption & handling
- Processed on OpenBooks-controlled infrastructure, encrypted in transit (TLS) and at rest. Never shared with third-party model providers (local-only data doctrine). See /security.
Full detail on how we handle your data lives on our security page.
Status
Contact us to enable — Supported today via a read-only Xero export or advisor access.