Learn how to set up and administrate the Xero integration for a seamless exporting experience

We are excited to offer a direct integration with Xero to ensure all your transactions end up in the right place in your accounting.

Connect Xero and Pleo 🔄

  • Click on your name in the bottom left and select Settings

  • Select Accounting

  • Select Xero from the available options

  • Enable the integration with Xero by clicking on Connect

Enabling the Direct Feed with Xero

You can enable the Direct Feed by following the steps below. (for a more detailed guide, head to this article)

  • Click on your name in the bottom left and select Settings

  • Select Accounting

  • Toggle the box under Direct Feed

All set! A Pleo bank account is automatically generated in your Xero account. This is where all your expenses will be sent to on export and balanced here.

For Direct Feed, your expenses will be automatically sent to your Pleo account in Xero (Under the reconciliation tab)

What now?

It is our recommendation you immediately set up categories to align your chat of accounts with expenses!

Read related articles 📚

How to set up your categories ✈️

How to set up your tags (cost centres and projects) 🏷️

How to Add Xero Tracking Categories to Pleo

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