Xero

Xero is cloud accounting software for small businesses and their accountants.

With Amalgam, you can two-way sync data into Excel and Google Sheets, or enable your AI tools to take direct actions without hand-holding.

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Spreadsheets

AI Chat

Routines

ReportsRecords

Category: Accounting
Connects By: Signing In
Reports: 11
Resources: 6
Website: xero.com

What You Can Do With Xero

In a Spreadsheet

Pull data into Excel or Google Sheets, and refresh it whenever you need current numbers. Or upload data from the sheet straight into Xero.

See How It Works

In an AI Chat

Connect your AI tool to Amalgam, and it can run Xero reports to answer your questions and create records when you let it.

See Amalgam for AI

On a Schedule

Set a routine to fetch data on a schedule and deliver it to your shared drive, inbox, or directly into a document.

See Routines

How to Connect

Sign in to Xero and approve access. Each account you connect becomes its own connection in Amalgam, and you can add as many as you need.

Read the Connection Guide

Reports11

Pull any of these into a spreadsheet, a chat or a routine, for one Xero account or every account you connect.

A/R Aging By Contact

Xero Accounts Receivable Aging by Contact showing outstanding receivable totals per customer in aging buckets.

Options: Contact, From Date, To Date

A/R Aging DetailBeta

Xero AR Aging Detail showing individual invoices per customer with aging buckets and currency conversion.

Options: Date

A/R Aging SummaryBeta

Xero AR Aging Summary showing one row per customer with total outstanding in aging buckets.

Options: Date

Account TransactionsBeta

Xero Account Transactions showing all transactions for selected accounts grouped by account.

Options: Start Date, End Date, Account [1], Account [2], Account [3], Account [4], Account [5], Modified After

Balance Sheet

Xero Balance Sheet showing assets, liabilities, and equity at period end, broken down by monthly periods.

Options: Start Date, End Date, Columns from newer to older

Cash Flow StatementBeta

Xero statement of cash flows for a date range using the direct method, built from journals, invoices and bills: receipts from customers, payments to suppliers and employees, investing and financing activities, and net cash flow. Tax on operating activities can be shown gross or net.

Options: Start Date, End Date, Tax on operating activities

General Ledger

Xero General Ledger showing every journal entry line grouped by account, with debit/credit amounts and tax details.

Options: Start Date, End Date, Use only transaction created/modified after, Only Cash Transactions, Hide Header rows, Hide Total rows, Add Accounts to All Rows

Multicurrency Acc TransactBeta

Xero Account Transactions with Multi-Currency support showing source and local currency amounts.

Options: Start Date, End Date, Account [1], Account [2], Account [3], Account [4], Account [5]

P&L

Xero Profit & Loss (Income Statement) showing revenue, expenses, and net income for a date range, broken down by monthly periods.

Options: Start Date, End Date, Columns from newer to older

Transaction Journals

Xero Journal Entries showing all journal lines with account, debit/credit, and description details.

Options: Modified After, First Journal Number, Last Journal Number, Start Date, End Date

Trial Balance

Xero Trial Balance listing all accounts with debit and credit balances for a specific date.

Options: Report Date, Period, Period Start, Period End

Resources6

Records you can read from Xero and write back to it, one at a time or in bulk.

Resource	What It Does	Download	Upload	Delete
AccountsBeta Chart of Accounts: GL accounts identified by a unique Code.	Chart of Accounts: GL accounts identified by a unique Code.Fields: Account Name, Account Code, Account Type, Bank Account Number, Description, Bank Account Type +9 more
Bank TransactionsBeta Bank transactions: direct money in or money out through a bank account.	Bank transactions: direct money in or money out through a bank account.Fields: Date, Account Code, Account Name, Reference, Type, Reconciled +13 more
Contacts Contacts: customers and suppliers in one entity.	Contacts: customers and suppliers in one entity.Fields: Contact Name, Contact Number, Account Number, Status, Contact First Name, Contact Last Name +25 more
Invoices Guide Invoices: both sales invoices and bills.	Invoices: both sales invoices and bills.Fields: Date, Due Date, Type, Invoice #, Contact, Status +7 more
Journal Entries Guide Manual journals: direct GL debit/credit adjustments.	Manual journals: direct GL debit/credit adjustments.Fields: Date, Memo, Status, Debit, Credit, Account +1 more
Transaction ReclassifierBeta Xero Transaction Reclassifier listing existing invoices, bank transactions and manual journals one row per line, with Type, Date, Status, Number, Amount, Description, Account, Item/Service, Contact and two tracking options.	Xero Transaction Reclassifier listing existing invoices, bank transactions and manual journals one row per line, with Type, Date, Status, Number, Amount, Description, Account, Item/Service, Contact and two tracking options.Fields: Type, Date, Status, Number, Unit Amount, Quantity +7 more