Xero management accounts integration

Coming soon

Direct Xero connections are not available in the public release.

Use a file upload

Export a trial balance from Xero as a CSV or Excel file and upload it to Orsta. Save the file layout and account mappings for later periods.

Direct imports are planned

The planned connection will import trial balances for selected period end dates. You will review new or unmapped accounts before preparing reports.

ChatGPT reporting

The first ChatGPT plugin submission will use Excel and CSV uploads. Direct Xero integration will follow separately.

Read about the planned MCP connection, the account mapping workflow or all Orsta integrations.