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.
Connect Xero in three steps
01
Connect an account
In Tendersight, open Settings, then Integrations, and connect Xero.
02
Choose what the Agent may do
Choose the Agent’s access: Read only, Read and write, or Disabled.
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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