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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 Xero 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 account picker 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 long your current cash may last 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

Manage or Repair a Connection

If the connection shows Needs attention, select Reconnect and follow the approval steps. On plans that support several accounts, select Manage to view connections and add or disconnect an account. See Managing connections for details.

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. Check the last sync time and any status message on the Integrations page. If you need to rebuild the import, see Reimporting data.
  • 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.