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
12-week cashflow forecast built from your Xero transaction history
Budget tracking using your Xero expense categories
Overdue invoice alerts with specific client names and amounts
Management accounts generated from live Xero data
OAuth connection: your Xero credentials never touch our servers
How it works
Connect Xero
Two clicks. OAuth keeps your credentials secure.
Set preferences
Cash threshold, budgets, alert channels. Five minutes.
Your CFO starts work
Monday pulse, real-time 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