Analyze your Xero data with AI today.
Build dashboards, automate reports, and ask questions in plain English — all from your Xero data, no complex infrastructure to maintain.
Have multiple Xero accounts? Analytics across multiple Xero accounts →
Everything Xero exposes, modeled and queryable.
Extracts core Xero accounting data including general ledger journals, invoices and credit notes, payments, bank transactions and transfers, purchase orders, quotes, expense claims, contacts, items, users, and configuration such as tax rates, currencies, and tracking categories. Enables analysis of revenue and expenses, AR/AP, cash flow, operational spend, tax reporting, and finance operations across your Xero organization.
Tables & streams
Sales and purchase invoices and related adjustments that drive revenue and payables reporting; enables AR/AP aging, collections performance (e.g., DSO), write-offs, and cash forecasting.
Money in/out of bank accounts including applied payments and transfers; supports cash flow analysis, liquidity monitoring, and reconciliation trends by date and source.
Posted general ledger entries forming the accounting ledger; enables financial statements, trial balance, period-over-period variance analysis, and audit trails.
Chart of accounts used to classify all transactions; supports P&L and balance sheet rollups, account-level KPIs, and mapping to reporting hierarchies.
Commitments to suppliers prior to billing with statuses and line items; enables procurement cycle time tracking, open vs. received commitments, and supplier performance analysis.
Sales quotes and proposals with line items and statuses; supports quote-to-invoice conversion rates, pricing effectiveness, and pre-pipeline revenue forecasting.
Employee-submitted expenses with receipts and approval statuses; enables T&E spend analysis, policy compliance monitoring, and reimbursement cycle-time metrics.
Customers and suppliers used across sales and purchasing; supports customer/vendor segmentation, AR/AP exposure by counterparty, and concentration analyses.
Products and services referenced on invoices and bills; enables product-level revenue, cost, and margin tracking as well as mix and pricing analysis.
Custom dimensional tags (e.g., region, cost center) and options; enables multi-dimensional slicing across GL, invoices, and expenses for management reporting.
Tax codes and components used on transactions; facilitates VAT/GST reporting, tax liability reconciliation, and analysis of taxable vs. non-taxable amounts.
Currencies enabled for the organization; supports multi-currency reporting, FX exposure analysis, and translation of transactions to a base currency.
People who incur and approve expenses; supports employee-level T&E analytics, reimbursement timeliness, and departmental rollups.
Connects securely to Xero using OAuth 2.0 with a refresh token (client ID/secret and tenant ID)
Requires a Xero account to connect.
Operational data, performance metrics, and business insights.
Three steps. One afternoon.
Authenticate Xero in a few clicks. OAuth, API key, or IAM role — we handle secrets and rotation.
We pull every stream into your warehouse. CDC where the API supports it; full + incremental otherwise. Hourly-or-faster, row-level secure.
SQL, dashboards, or ask Fi in plain English. Your Xero data lives next to every other source — ready to join.
Build your own with the Definite SDK, or ask us — we add new connectors every week.
Pair Xero with the rest of your data.
Join Xero with the rest of your data, then ask Fi questions across all of it.
