Xero integration

Turn your Xero data into powerful cash flow intelligence.

Connect Fynli to Xero in one click and unlock real-time forecasts, scenario planning, and customer insights. No spreadsheets, no manual data entry—just accurate answers about your future cash position.

Why Fynli + Xero works

Fynli uses Xero's live financial data to automate forecasting and translate complex numbers into decisive insights. Sync once and focus on the strategic calls that move your business forward.

Connect in minutes

Sync Fynli with your Xero organisation with a single secure authentication. No CSV imports, manual mapping, or upkeep required.

Forecast with confidence

Use your live accounting data to generate rolling forecasts, plan scenarios, and spot cash gaps before they appear.

Share ready-to-go reports

Create branded cash flow statements and scenario summaries for stakeholders, keeping everyone aligned on targets and runway.

Expand what Xero can do for cash flow.

Forecasts, scenario planning, and customer analytics all stay in sync with your Xero ledger. Track planned versus actuals, share updates with stakeholders, and make confident calls without ever exporting a spreadsheet.

  • Cash flow statements. Turn raw ledger data into polished reports that explain how money moves through your business.
  • What-if scenarios. Model headcount changes, new customer wins, or delayed receivables without touching your source data.
  • Customer insights. Identify customers who consistently pay late, track upcoming invoices, and forecast collections with ease.

Setup

One-click authentication

Authorise Fynli with Xero and choose the organisation you want to sync. We keep tokens secure and refresh in the background.

Sync frequencyReal-time & nightly refresh

Forecast from anywhere.

Access Fynli on desktop or mobile to reconcile, plan, and share updates with your team on the go. Your Xero data stays in sync so you always know your real runway.

What teams love

  • Accurate projections powered by live Xero numbers
  • Scenario planning that keeps data separate from the ledger
  • Visual reports stakeholders can understand instantly

Ready to extend Xero with Fynli?

Sync your organisation today and see how easy it is to transform raw accounting data into the insights your finance team needs.