Benefit 01
Forecast from live bookkeeping context
Use your Xero data as the foundation for rolling cashflow forecasting and faster planning conversations.
Xero integration
Turn Xero data into faster financial decisions.
Bring your Xero data into CloudFO so you can forecast cashflow, model scenarios, and explain the numbers without rebuilding everything in spreadsheets.
01
Use current accounting data as the starting point for planning.
02
Move from month-end reporting to forward-looking decisions.
03
Package clearer insights for clients and internal stakeholders.
Accounting integration
Xero + CloudFO
Use connected source data as the starting point for forecasting, scenario planning, and clearer decision support.
Planning value
Move from source data to a forward-looking decision workflow.
Built for action
Forecast, compare scenarios, and present the financial story clearly.
Why connect Xero
Planning starts with the books your team already trusts.
CloudFO helps you turn accounting data into a decision workflow instead of another export-and-cleanup process.
Benefit 02
Cut spreadsheet handoffs
Reduce manual rework between bookkeeping, forecasting, and reporting so your team can stay focused on decisions.
Benefit 03
Model what happens next
Test pricing, hiring, cost, or growth scenarios with a planning workspace built for financial tradeoffs.
Benefit 04
Share clearer outputs
Present forecasts and scenario outcomes in a format clients and leadership teams can act on quickly.
How it works
Connect Xero and get to planning faster.
The workflow stays simple: connect the source, review the model, and move into decision-making.
1
Connect your Xero account
Start with the accounting system your team already uses so CloudFO has the right financial baseline.
2
Review the synced financial picture
Check the numbers in one planning workspace instead of assembling multiple files before every review.
3
Forecast, compare, and present
Build forward-looking scenarios and share a clearer recommendation with the people making the decision.
What you can do next
Use Xero as the input, then do the work spreadsheets slow down.
CloudFO combines synced data with a planning experience designed for forecasting, scenario testing, and reporting.
Capability 01
Rolling cashflow forecasting
See how timing, seasonality, and operating decisions affect runway and short-term confidence.
Capability 02
Scenario planning
Compare best-case, base-case, and downside paths without rebuilding your model from scratch.
Capability 03
Client-ready and leadership-ready reporting
Turn financial analysis into a story stakeholders can understand and act on.
FAQ
Questions teams ask about the Xero integration.
Who is this integration useful for?
It is designed for teams that already manage financial records in Xero and want a faster way to forecast, scenario-plan, and communicate decisions in CloudFO.
Is this page aimed at advisors or businesses?
Both. The page is intentionally shared because the same connection can support advisory workflows and in-house finance planning.
What happens after the data is connected?
The next step is using that accounting context inside CloudFO for forecasting, scenario comparison, and clearer reporting outputs.
Do I still need spreadsheets?
Many teams still use spreadsheets in parts of their workflow, but the goal of this integration is to reduce the manual export, cleanup, and handoff work around planning.
Ready to connect Xero?
Connect Xero and move from reporting to decisions.
Use the financial data you already maintain to build clearer forecasts, test scenarios, and communicate what to do next.