QuickBooks
Receipts and bills, matched to the register.
Accounting
Finly + Xero
Accounting · Two-way sync · Live since 2023 · About 8 minutes to connect
What it does
Finly posts card spend, bills and reimbursements into Xero as they clear and keeps the bank feed matched behind them. Each line arrives with its account, its tax rate and its tracking category already on it, against the statement line it settled against.
What syncs
What moves, and which way.
Both directions, on every sync.Nothing here is a nightly batch —a record that changes at 14:02 is in the ledger before you look at it.
Xero → Finly
- Chart of accounts, with archived codes hidden
- Tax rates, including reverse-charge treatments
- Tracking categories one and two
- Contacts, so a bill matches an existing supplier
- Bank accounts and their feed status
- Lock dates, so nothing posts behind them
Finly → Xero
- Card spend as spend money, coded and dated
- Bills as awaiting-payment invoices, with the PDF
- Reimbursements as one batch per pay run
Connected
What it looks like once it is on.
Every line, already coded.
Card spend, bills and reimbursements arrive in Xero with the account, the tax treatment and the cost centre already on them.The bank feed matches them without anyone opening a spreadsheet.
Before you start
What you need, and what it will not do.
You need a Xero account with adviser or administrator rights and a Finly plan that includes the ledger sync, which means Core and above.One Xero organisation maps to one Finly entity, so a group running several sets of books connects each one separately —that separation is what keeps the intercompany lines apart at the close.Nothing is installed, and the credentials never leave Finly.
Two things it deliberately will not do.It will not post into a locked period:if the month is closed in Xero, the entry waits in Finly until you reopen it or roll it forward.It will not touch master data —Finly reads your chart, your dimensions and your suppliers and never writes them back, so a mapping change is always yours to make.
Related
Others in accounting.
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