Xero Integration
Pull costs from Xero into the R&D agent and our white-label products, so the numbers match your books.
Why connect Xero
Xero holds the wages, supplier payments and expenses that go into an R&D claim. Connecting it means costs are brought in rather than typed again.
What syncs
Accounting. Exact fields depend on your setup.
| Product | What can sync with Xero |
|---|---|
| R&D Tax Credit AI agent | Wages, contractors, supplies and cloud costs, coded to projects |
| TaxTrex (white-label) | Costs and time allocated to R&D projects |
| creditARMOR (white-label) | Claim data used for mock-audit checks |
| Custom AI work | Data we need for agents and automations we build for you |
Setup steps
- 1
Tell us your setup
Share how you use Xero and which products you want connected.
- 2
We confirm the connection
We check what is possible and agree it in writing.
- 3
Connect and test
We link the systems and check the numbers against your records.
Security note
Access is limited to what the work needs and is agreed with you in writing. We do not claim certifications we do not hold. See the Trust Center for where things stand.
Integrations are proposals until confirmed for your setup. Tell us which system you use and we will confirm what is possible before you commit.
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Learn moreFind out what AI would cost you
Book a free call. We will map three opportunities and give you a rough idea of cost and payback.