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All integrations

Finance & accounting

Xero for your Agent

Flow can read invoices, payments and accounts in Xero and use the figures in your bids.

It asks for your approval before it changes anything in Xero. Connect by signing in with Xero.

Pull our turnover for the last three years from Xero for the financial standing section.

Connect Xero in three steps

  1. 01

    Connect an account

    In Tendersight, open Settings, then Integrations, and connect Xero.

  2. 02

    Choose what the Agent may do

    Choose the Agent’s access: Read only, Read and write, or Disabled.

  3. 03

    Ask, or let an event start the work

    Ask Flow, or have it set up an event trigger for Xero.

What Flow can do depends on what Xero offers through its API and on the access you choose.

Things to ask

Type these to Flow once Xero is connected.

  • Xero

    Pull our turnover for the last three years from Xero for the financial standing section.

  • Xero

    List unpaid Xero invoices from public buyers.

About Xero

Xero is cloud-based accounting software for small businesses, offering invoicing, bookkeeping, and real-time financial reports. It helps you manage business finances efficiently from anywhere.

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