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Product update

Xero accounting integration

Automatic two-way sync of customers, invoices, payments, refunds, and payouts for Xero-first finance teams.

Facilities on Xero get the same automated handoff as QuickBooks users—books stay current without manual export.

Why we built it

International and Xero-native advisors need billing they can trust. Automatic sync means CSS invoices match Xero without duplicate entry.

What you can do

  • Enable Xero from the integrations catalog and complete OAuth connection.
  • Sync customers, invoices, payments, refunds, and payouts.
  • Use sync history to confirm each run.
Integrations catalog
Find Xero in Settings → Integrations, then connect.

Get started

Connect accounting integrations.

Questions about this update?

Book time with our team or browse the rest of the changelog.