Set up the Xero integration to get a complete overview of all SaaS expenses.
Overview
Torii integrates with Xero and analyzes SaaS expenses.
Torii will automatically match transactions to the correct application, summarize expenses and provide insights.
Data
- Torii syncs the transaction list found under Bills to pay
- Under Awaiting approval, Awaiting payment, and paid tabs
- Torii also takes the from Bank accounts.
- All Spent expenses that are not under Bills to pay
How to connect Xero integration to Torii
To connect Xero to Torii, follow the below steps:
- Go to the Integrations page and select the Xero tile.
- Connect to Xero
- in the Connect Xero window, Click Connect
- You will be redirected to Xero to select the account and Allow access
(You can confirm the account name from the Xero app). -
Once the integration is connected and synced, it will display a green checkbox.
Integration Capabilities
You can constantly be updated with application information from our Integrations Page >> Integration Capabilities button >>Integration Capabilities table.