CFO Pal + Xero
Connect CFO Pal to Xero in two clicks. Your P&L, cashflow, invoices, and bank data sync automatically twice daily. Every number in CFO Pal comes directly from your Xero account.
What you get with CFO Pal + Xero
P&L, cashflow, and balance sheet pulled live from Xero
13-week cashflow forecast built from your Xero monthly figures
Budget tracking using your Xero expense categories
Overdue invoice alerts with the client, the amount and the days overdue
Management accounts generated from live Xero data
OAuth connection: your Xero credentials never touch our servers
Ask it about your Xero figures on WhatsApp, at any hour, and the answer comes from that ledger
CFO Pal answers on WhatsApp as well as in the dashboard, so the question you have at nine at night is the one that actually gets asked.
How it works
Connect Xero
Two clicks. OAuth keeps your credentials secure.
Set preferences
Cash threshold, budgets, alert channels.
Your CFO starts work
Monday pulse, same-day alerts, full financial clarity.
Stop guessing. Start knowing.
Join UK businesses that know exactly where they stand financially. Every Monday morning.
Connects to Xero, QuickBooks & Sage · UK data residency · No card required