Xero + Go Fig

Accounting

Connect Xero accounting data to Go Fig for enhanced financial reporting and analytics.

Xero makes accounting clean, but reporting hits a ceiling once you need to slice by tracking category, multi-entity, or anything beyond what the standard reports return. Go Fig pulls your Xero ledger into the Financial Intelligence Graph, joins it to CRM and operational data, and lets Celeste answer questions Xero's report builder cannot.

Connect Xero See All Integrations

Key facts

Editions: Starter, Standard, Premium, Ultimate
Grain: Journal-line level
Multi-tenant: Multiple Xero orgs per connection
Tracking categories: Both categories synced as dimensions
Sync cadence: Hourly incremental

SOC 2 Type II · All integrations

What you can do with Xero data in Go Fig

Custom Financial Reports

Build board decks, investor reports, and KPI views that the Xero report builder cannot express.

Operational Integration

Combine Xero financials with project management, CRM, and operational data sources for blended margin and CAC.

Multi-Entity Consolidation

Roll up multiple Xero organizations into a single consolidated view with mapped chart of accounts.

Data available from Xero

Go Fig extracts and normalizes the following data from your Xero account:

Chart of accounts

Journals

Invoices

Bills

Bank transactions

Contacts

Payments

Credit notes

Tracking categories

Fixed assets

Reports

Manual journals

How to connect Xero

Authorize via Xero

Click Connect Xero, sign in, and choose which organizations Go Fig is allowed to read. Multi-org accountants can authorize all client tenants in a single flow because Xero's OAuth supports multi-tenant scopes.

Choose tracking categories and accounts

Xero allows two tracking categories per organization. Pick which categories should be exposed as queryable dimensions in Go Fig, and confirm the chart of accounts you want pulled. By default, both categories are synced for full slicing.

Map across organizations

If you connected more than one Xero org, build a chart-of-accounts crosswalk so consolidated reporting uses a single canonical structure. Celeste can suggest a starting mapping based on account name and type.

Set sync cadence within Xero's rate limits

Xero enforces 60 calls per minute and 5,000 calls per day per tenant. Default hourly incremental sync stays well within those limits. Larger backfills are paginated and queued so they do not interfere with your accountants writing to Xero in real time.

Authentication: OAuth 2.0 with the Xero Partner App flow. The token is multi-tenant, so a single connection can authorize many Xero organizations. Tokens auto-refresh; reauthorization is only required when you change scopes or revoke access.

Common Questions About Xero Integration

Does Go Fig handle multiple Xero organizations on one connection?

Yes. Xero's OAuth 2.0 flow is multi-tenant, so one Go Fig connection can authorize many Xero organizations. Each org is preserved as a column on every record, and you can build a single chart-of-accounts mapping that consolidates all of them. This is a common setup for groups, holding companies, and accounting firms managing several client books.

How does Go Fig deal with Xero's rate limits?

Xero allows roughly 60 API calls per minute and 5,000 per day per tenant. Go Fig uses incremental sync anchored on UpdatedDateUTC, which means steady-state pulls are tiny compared to full extracts. Initial backfills are paginated and throttled to stay under the daily ceiling, and the connector dashboard shows your remaining quota so you can verify nothing is being starved.

Are Xero tracking categories ingested as dimensions?

Yes. Both of Xero's tracking categories are pulled as first-class dimensions on every journal line, invoice, and bill. This is how most teams segment a P&L by department, location, or project inside Xero, so preserving them gives Celeste the same slicing your accountant uses today, only available across joins to CRM, payments, and operational sources.

Does Go Fig support Xero Bank Feeds and reconciled vs unreconciled status?

Bank transactions are pulled with their reconciliation status preserved, so you can build views that exclude unreconciled rows or flag accounts that are behind on reconciliation. We do not write back to Bank Feeds; reconciliation continues to happen inside Xero, and the resulting state is reflected in Go Fig on the next sync.

What happens at month-end when bookkeepers post adjustments?

Adjustments and manual journals are picked up on the next incremental sync via Xero's UpdatedDateUTC field. We preserve full history, so retroactive postings update the relevant period rather than landing only in current month. If your team locks Xero periods after close, Go Fig respects that lock and timestamps every refresh so you can prove which data point reflects which close cycle.