Services · Xero
Xero integrations for regulated ledgers.
Integrations that bring Xero’s bank record into your own systems: trust reconciliation, fund ledgers and finance automation, built and operated in Australia.
What we build
Custom Xero apps
OAuth 2.0 applications registered per client and scoped to the data the integration reads. Tokens are held server-side in the platform secret store. You authorise the app against your own Xero organisation.
Bank-feed and transaction sync
Scheduled, incremental pulls from the Accounting API on a modification-time high-water mark. Runs are idempotent and safe to repeat, and each run is recorded in the platform audit trail.
Trust and statutory reconciliation
The bank leg of a regulated reconciliation, pulled by API: statement balances brought alongside the ledger your practice or licence reports against, with discrepancies recorded as named findings.
Finance automation
Bills, receipts and disbursement flows with Xero as the system of record. Documents are matched to bank lines and do not create ledger entries on their own.
Operate and support
Integrations run inside portals we operate, on shared platform components: secret store, sync engine, token rotation and audit trail.
How an engagement runs
01Scope the ledger
Which bank account, which ledger it reports to, and which control the integration has to support.
02Register the app
An OAuth 2.0 application registered for your organisation and scoped to the narrowest read that does the job. You authorise it against your own Xero organisation; we do not hold your Xero login credentials.
03Verify the sync
Incremental pulls on a modification-time high-water mark, run against history until the figures agree with the bank statement. Re-runs are idempotent.
04Operate
The integration runs as part of your platform: monitored, token-rotated, each run in the audit trail, reviewed with the rest of the estate we operate for you.
Running in production
A law practice trust account and a licensed fund.
GRM LAW
Three-way trust reconciliation inside the end-of-month close: the trust bank statement pulled from Xero and compared against the practice trust ledger, with each leg recorded.
The engagement
Stone Leaf Capital
An hourly bank-feed sync into the fund-administration ledger, incremental on a high-water mark, alongside the firm’s controlled statement uploads.
The engagement
Case study
Xero integrations for a law firm trust account and a fund licensee.
Read the case study
If your ledger reconciles against a bank account, the reconciliation can run as part of your platform.
Talk to us about a Xero integration