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Xero Integration

Noga Tubi
Noga Tubi
  • Updated
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

  1. Torii syncs the transaction list found under Bills to pay
  2. Under Awaiting approval, Awaiting payment, and paid tabs
  3. Torii also takes the from Bank accounts.
  4. 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:

  1. Go to the Integrations page and select the Xero tile.
  2. Connect to Xero
  3. in the Connect Xero window, Click Connectmceclip0.png
  4. You will be redirected to Xero to select the account and Allow access
    (You can confirm the account name from the Xero app).
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  5. Once the integration is connected and synced, it will display a green checkbox.

Torii will begin syncing the last 12 months of transaction data from Xero, which may take up to 48 hours to appear.

Integration Capabilities

You can constantly be updated with application information from our Integrations Page >> Integration Capabilities button  >>Integration Capabilities table.
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