Xero

Overview

Xero is a cloud-based accounting platform built for small businesses and advisors. It allows seamless financial management through features like invoicing, bank reconciliation, payroll, tax calculation, and reporting. With this Tadabase integration, users can securely connect to their Xero accounts and access real-time financial data such as transactions, accounts, invoices, employees, and more—enabling custom dashboards, automations, and reports tailored to business needs.

Use Cases

Here are 5 examples of how someone might use the Databridge integration between Tadabase and Xero:

1. Real-Time Financial Dashboards:
   Build dynamic dashboards in Tadabase using Xero bank transactions, accounts, and payments to monitor financial health.
2. Invoice & Quote Management:
   List, filter, and manage invoices and quotes from Xero inside Tadabase to streamline sales operations.
3. Expense Reconciliation:
   Track purchase orders, bills, and overpayments across vendors and automate reconciliation workflows.
4. Employee Payroll Tracking:
   Sync employee and payment records for auditing payroll data and analyzing salary trends.
5. Tax Compliance Reporting:
   Display tax rates and related records to ensure accurate calculations and compliance with government filings.

Available APIs