Plan on real-time Xero actuals, not spreadsheets
Connect Xero and Drivetrain to pull fresh actuals automatically into one model with your other operational systems, so you can stop rebuilding spreadsheets every month.
How Drivetrain connects with Xero
Connect with your Xero login
An adviser user signs in from Drivetrain's Data page, picks the organisation, and the first sync starts.
Sync every journal line
Each line keeps its account and tracking categories, and payments sync separately so you can report on a cash basis.
Stay current every day
Drivetrain syncs each organisation every 24 hours, and you can resync any of them from the Data page.
Integration specs
- Integration type
- Native
- Sync frequency
- Every 24 hours, or on demand
- Backfill
- Full history
- Multiple Xero organisations
- Supported
- Granularity
- Transactional level
- Typical sync time
- A few minutes
Last Verified: Sept 2026
Refer setup guideAbout Xero
Xero is cloud accounting for small and mid-sized businesses. Finance teams use it to run day-to-day accounting in one place. Teams choose Xero because it's quick to set up and easy for non-accountants to use.
Turn your Xero journals into a plan the whole company can use
[ 01 ]
Pull Xero and your other systems into one model
Drivetrain syncs Xero alongside your CRM, HR, and billing systems, so all your data lands in one model instead of linked spreadsheets that break when a column moves.
Every resync brings in fresh data with nothing to relink, so headcount sits next to salary expense and your board-ready hiring plan starts from the latest actuals.
[ 02 ]
Let each department head see their budget vs. actuals
When your team tags Xero transactions by department, Drivetrain brings the tags across, so each department head sees their own spend against budget.
Xero data refreshes daily, so budget questions stop landing with finance, and your team spends the close on analysis instead of sending numbers.
[ 03 ]
Consolidate every Xero entity into one set of financials
Connect each Xero organisation to Drivetrain and map its accounts to your group chart of accounts. Every sync then rolls them up into one group P&L, balance sheet, and cash flow, with currencies converted and intercompany transactions eliminated.
The group numbers are built from each organisation's journal lines, so you can trace any figure back to the line behind it.
[ 04 ]
Know how much cash you'll have, week by week
Your Xero invoices and bills show who owes you and who you owe. Drivetrain turns them into a 13-week cash forecast, so you stop rebuilding one in a spreadsheet every week.
Adjust any payment date or amount, and the forecast stays tied to your balance sheet.
Tools commonly connected alongside Xero
CRM
HubSpotCRM
SalesforceCRM
HRIS and payroll
RipplingHRIS and payroll
BambooHRHRIS and payroll
Billing
Maxio ChargifyBilling
StripeBilling
How does Drivetrain connect to Xero?
Through your Xero login, with OAuth 2.0. A user with Standard or Adviser permissions and Reports access signs in from Drivetrain's Data page, completes MFA if the organisation uses it, and picks the organisation. Connect each organisation the same way, one at a time.
What data does Drivetrain sync from Xero?
Your journals at the line level, plus the transactions and reports behind them.
Journals: Line-level journals, a payments-only stream for cash basis, and manual journals.
Transactions: Sales invoices, bills, payments, credit notes, prepayments, overpayments, bank transactions and transfers, and purchase orders.
Lists: Accounts, contacts, and tracking categories.
Reports: Monthly P&L and balance sheet.
Does Drivetrain write anything back to Xero?
No. The integration only reads from Xero. You plan in Drivetrain, and your Xero ledger stays exactly as your team posted it.
How often does Xero data refresh in Drivetrain?
Every 24 hours, and on demand. To refresh, choose Resync on the Data page and pick the organisations. After the first full load, only the records that changed since the last sync come across.
How much Xero history does Drivetrain bring in?
As much as you want, from the start date you set. For the last 12 or 18 months, set the start date there; for five years, set it further back. How long the first load takes depends on how far back you go and how much each organisation has posted.
Can Drivetrain consolidate Xero organisations in different currencies?
Yes. Connect each organisation, map each to your group chart, then set a reporting currency. Drivetrain translates each organisation, computes CTA and FX gains and losses, and removes intercompany balances at the account or transaction level, or as one lump sum. Organisations with different financial year ends consolidate on the calendar you set for the group.
Can we keep our Xero history after moving to a new ERP?
Yes. Keep Xero connected as its own source, connect the new ERP beside it, and map the two to a single chart of accounts. Your plan then runs on the new ERP's actuals, with your Xero history behind them for trends and comparisons.
Still exporting Xero data into spreadsheets?
