How to connect Xero

How to connect Xero to Analytify

A step-by-step guide to connecting Xero to Analytify so you can analyze your financial data in plain English — no ETL project, no warehouse, no data team.

Connects in minutes No ETL pipeline Plain-English AI analyst
Steps

Connect Xero in three steps

Open the connector

In Analytify, choose Xero from the connector library.

Authenticate

Sign in to Xero and approve access. Analytify maps your fields and key metrics automatically.

Start asking

Ask questions about your financial data in plain English — Analytify returns governed dashboards and the SQL behind them.

After you connect

What you can do with Xero data

Once Xero is connected, everyone can self-serve answers on governed data.

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Ask in plain English

Type a question about your financial data; get the chart and the SQL.

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Auto dashboards

Analytify builds live dashboards you can share or embed.

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Blend sources

Combine Xero with your other connected data on one governed layer.

FAQ

Frequently asked questions

How do I connect Xero to Analytify?+
Choose Xero in Analytify’s connector library, authenticate, and approve access. Analytify maps your fields automatically — it takes minutes, with no ETL pipeline or warehouse required.
Do I need a developer to connect Xero?+
No — the connection is a guided, click-through flow for business users.
Is my Xero data secure?+
Yes — SSO/SAML, RBAC, row-level security, and SOC 2 controls apply; self-host the Community Edition for full data control.
What if my source isn’t listed?+
Analytify has 40+ native connectors plus a Fivetran bridge for hundreds more.
Is there a free version?+
Yes — the open-source Community Edition is free forever for self-hosted use.

Connect Xero and ask your first question

Book a 15-minute demo — we’ll connect Xero live and answer a real question on your data.