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.

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

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 — helps you plan how much the business may be able to pay you while keeping a three-month cash buffer
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 Draw 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

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Stale or outdated numbers — Nummbas syncs your Xero data automatically every 4 hours.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.