Xero Integration
Connect your Xero account to Eagle Rock CFO for automated financial dashboards and analytics.
Seamless Data Sync
Connect your Xero account in minutes:
One-click OAuth connection: Securely authorize Eagle Rock CFO to access your Xero data using industry-standard OAuth.
Daily automatic data sync: Your financial data is automatically synced daily, keeping dashboards current without any manual effort.
Complete chart of accounts import: All your accounts, categories, and classifications are imported for comprehensive analysis.
Historical data backfill: Get trend analysis with historical data from as far back as your Xero records go.
Real-time sync status monitoring: Always know when your data was last synced and if there are any issues.
The integration is read-only—we can read your data but never modify anything in your Xero account.
What's Included
Once connected, your Xero data powers all Eagle Rock CFO analytics:
Revenue trends: Track revenue over time, by product, customer, or any dimension you track in Xero.
Expense analysis: Understand spending patterns, identify cost reduction opportunities, and benchmark against peers.
Profitability metrics: See gross margin, EBITDA, and net margin with full drill-down capability.
Cash flow visibility: Understand your cash position and project future cash flow.
Industry benchmarking: Compare your metrics to industry peers using data from thousands of companies.
All your Xero data is now available in the powerful Eagle Rock CFO analytics platform.
This article is part of our Product Updates | Eagle Rock CFO guide.
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