IntegrationAccounting
XE

Xero Integration

Xero is the UK's most popular cloud accounting platform, trusted by over 3.5 million subscribers worldwide. Connecting Xero to Grove FP gives your finance team a live link between your accounting data and your financial plans.

Setup time

5 minutes

Sync frequency

Real-time (webhook) + hourly full sync

Data flow

Xero β†’ Grove FP: Chart of accounts, trial balance, actuals, invoices, bills

Overview

What it does

The Xero integration syncs your chart of accounts, trial balance, actuals, invoices, and bill data directly into Grove FP. Two-way sync means changes in either system stay aligned, eliminating manual data re-entry and copy-paste errors.

Benefits

Why connect Xero

Eliminate manual data entry β€” actuals flow in automatically from Xero
Two-way sync keeps your chart of accounts aligned across both platforms
Real-time budget vs actuals comparison with no spreadsheet wrangling
Multi-entity support for businesses running multiple Xero organisations

Setup

How to connect Xero

1

Authenticate with Xero

Click "Connect Xero" and sign in with your Xero credentials. Authorise Grove FP to read your accounting data.

2

Select your organisation

Choose which Xero organisation(s) to connect. Multi-entity businesses can link several organisations at once.

3

Map your chart of accounts

Grove FP automatically maps your Xero chart of accounts to its planning structure. Review and adjust any mappings as needed.

4

Initial sync

Grove FP pulls your historical trial balance and actuals data. This typically takes under a minute.

5

Go live

Actuals now flow in automatically. Set up budget vs actual reports and start planning with live data.

Use cases

How finance teams use this integration

Monthly budget vs actuals

Pull Xero actuals into Grove FP each month to compare against your budget. Variance highlighting shows where you are over or under plan.

Multi-entity consolidation

Connect multiple Xero organisations and consolidate their data in a single Grove FP model. Ideal for group finance teams.

Rolling forecast refresh

Each time Xero syncs, your rolling forecast automatically incorporates the latest actual figures, keeping your projections grounded in reality.

FAQ

Frequently asked questions

Grove FP works with all Xero plans β€” Starter, Standard, and Premium. Multi-entity connections require a Xero organisation per entity.

Connect Xero to Grove FP today

Set up in 5 minutes. No credit card required. 30-day money-back guarantee.