Connect Xero to AskBiz
Connect your Xero accounting data to AskBiz for real-time P&L, cash flow, and financial intelligence.
What connecting Xero unlocks
When you connect Xero, AskBiz pulls in your profit and loss data, cash position, accounts payable and receivable, and bank reconciliation status. This feeds your Financial Intelligence dashboard and allows AskBiz to answer questions like: what is my gross margin this month? How does my cash position compare to last quarter? Which expense categories are growing fastest?
Step 1 — Connect via OAuth
Go to Settings → Integrations → Xero and click Connect Xero. You will be redirected to Xero's authorisation page. Log in with your Xero credentials and select the Xero organisation you want to connect (if you have more than one). Click Allow Access.
You will be redirected back to AskBiz and the connection will be confirmed.
Step 2 — Select your financial year start
AskBiz will ask you to confirm your financial year start month. This ensures that year-to-date comparisons and annual targets align with your actual financial year rather than the calendar year. You can change this later in Settings → Business Profile.
Step 3 — Initial data import
AskBiz imports up to 3 years of Xero financial data on first connection. The import typically takes 10 to 30 minutes. Once complete, your Financial Intelligence dashboard will be populated and your Business Pulse Score will update to include financial health signals.
Ongoing sync
Xero data syncs every 12 hours. Xero transactions that are still in draft status in Xero are not included — only approved and reconciled transactions are pulled into AskBiz. This ensures your AskBiz financial data reflects confirmed figures, not provisional entries.