Xero

Keep Xero and your Sois workspace in step — invoices, credit notes, payments and purchases flow across automatically.

Xero is the bridge between your Sois Accounting and your Xero organisation. Finance teams who keep their books in Xero reach for it so documents raised here appear there without re-keying.

What you can do

  • Push new and updated sales invoices, credit notes and supplier bills to Xero automatically.
  • Map each local line type to a Xero account, and each local tax type to the matching Xero tax rate.
  • Decide how unmatched contacts are handled — create them in Xero, or insist they be mapped first.
  • Set a default sales and purchase account so ad-hoc lines still sync instead of failing.
  • Trigger a one-off manual sync of recent records, and review recent sync activity.
  • Watch connection health, spot stale tokens, and drill into stuck syncs to fix and retry.

How to use it

Xero installs automatically when you make a Xero connection in Cloud Accounting settings — there's no separate switch in Settings → Apps. Connect your account, pick your organisation, and choose which record types push across.

The initial setup aligns both systems and may use a little more in the way of AI credits than usual; later syncs only reconcile changes. If the connection goes stale, reconnect to keep syncing; if a document stalls, open it from Stuck Syncs to see what Xero returned, correct it and retry.

Working with your agent

Ask your agent to keep an eye on the connection and the sync queue, so a revoked token or a failed invoice never goes unnoticed.

You:    "Is my Xero connection healthy and did all invoices sync today?"
Agent:  Confirms the connection state and lists any documents that failed, with the reason for each.

How it fits

Xero depends on Accounting — it mirrors the invoices, credit notes and purchases you raise there and keeps Contacts matched across both. It is one of three cloud-accounting bridges alongside QuickBooks and Sage; your agent can report sync status and re-queue failures on request.

Tip. Map your tax types to Xero tax rates before your first big sync — it's the single biggest cause of documents landing in the Sync Errors tab.