Xero Account Integration

Xero × Tightly

About Xero

Xero is a modern cloud accounting platform offering bills, purchase orders, bank feeds, VAT/GST, and multi-currency. It centralizes suppliers, tax rates, tracking categories, and your chart of accounts—giving finance reliable control as operations scale.

How Tightly works with Xero

Step 1 — Connect & import what’s live

Sync contacts (suppliers), tax rates, currencies, chart of accounts, and tracking categories (e.g., warehouse, brand). If you use Xero POs, Tightly imports open POs to align planning.

Step 2 — Plan & approve in Tightly

Approve buys in Smart Replenishment and create Xero POs or bills with supplier, item/description, qty, unit cost, tax code, tracking categories, and currency.

Step 3 — Stay reconciled

Record partial/complete receipts, perform 3-way match, and sync changes (dates/qty/cost). Variances are flagged before posting so finance isn’t surprised.

Key features for Xero users

1. Supplier, tax, currency & tracking mapping — every line posts to the right account and reporting dimension.

2. Create POs/bills from approvals — one click pushes to Xero; attach PDFs and keep the audit trail intact.

3. 3-way match & variance checks — catch PPV/qty differences prior to approval.

4. Partial receipts & split invoices — support staggered deliveries and billing.

5. Landed cost & freight — apportion freight/duty to items to keep margins true.

6. Multi-entity friendly — use tracking categories to separate brands/warehouses; Tightly keeps planning per location.