Xero

Connect Xero to pull in your profit and loss statement, balance sheet, and detailed expense breakdowns.

Connection Method

OAuth — authorization through Xero's secure OAuth flow.

How to Connect

1. Go to Dashboard > Integrations
2. Click Connect on the Xero card
3. You will be redirected to Xero to sign in and authorize Nummbas
4. If you have multiple Xero organizations, a picker modal will appear — select the one you want to connect
5. After authorization, you will be returned to Nummbas and your data will begin syncing

What Gets Synced

Profit and Loss (90-day period)

• Total revenue
• Cost of goods sold (COGS)
• Gross profit and gross margin
• Total expenses with category breakdown
• Net income and net margin

Balance Sheet

• Cash on hand
• Accounts receivable
• Accounts payable
• Total liabilities with breakdown

Features Powered by Xero Data

• Dashboard KPIs — cash runway (how many months of cash you have left at your current burn rate), net margin (what percentage of revenue you actually keep), operating costs, and total debt
• Business Insights — net income, gross margin, and net margin KPI cards so you can see your profitability at a glance
• Expense Intelligence — full expense categorization and benchmarks that show you where your money is going and how your spending compares to similar businesses
• Owner Draw Guide — requires QuickBooks or Xero for net income calculation, helping you figure out how much you can safely pay yourself
• Cash Projection — uses your actual expense and revenue data to estimate future cash balances so you can plan ahead
• Business Reports — monthly financial health, cash flow forecast, vendor spend analysis, and owner compensation guide, all generated automatically from your Xero data
• Insight Rules — cash runway warnings, expense spikes, debt ratio alerts, and profit margin checks that notify you when something needs your attention

Troubleshooting

• Connection failed — Make sure you are signing in with the correct Xero account. If the connection fails, go back to the Integrations page and try again. Xero occasionally requires you to re-authorize apps after password changes.
• Data not appearing after connecting — The initial sync can take a few minutes depending on how much data is in your Xero account. Check the integration status on the Integrations page to confirm the sync is in progress.
• Stale or outdated numbers — Nummbas syncs your Xero data automatically every 4 hours. If you need the latest numbers right away, you can trigger a manual sync from the Integrations page.
• Wrong organization connected — If you selected the wrong Xero organization during setup, disconnect the integration from the Integrations page and reconnect. The organization picker will appear again so you can choose the correct one.