Xero connector for Croft: accounting data in private team apps
Connect Xero to Croft so internal apps can read invoices, reconcile payments, and pull P&L data - with your Xero credentials held by Croft, not scattered through app code.
No card. 7 days. Cancel anytime.
How it works
The Xero connector gives apps on Croft access to your Xero accounting data through Croft's secure gateway. Your Xero OAuth tokens stay with Croft; apps request data without holding credentials. Share the connection across approved apps so your finance team can build reporting tools, reconciliation dashboards, and approval workflows that tap live Xero records without exporting CSVs or writing keys into code.
Kept in sync
Your Xero data, ready for your AI
Connect Xero and Croft keeps a curated copy of its data on your own server: invoices, bills, contacts, payments and accounts. It comes in as named datasets (Sales invoices, Bills, Contacts, Payments) that you can browse on the Data page and your AI can query, visible to admins until you open it up. You choose how much history to keep.
Questions to ask
“Which customers owe us the most, and how overdue are they?”
“What did we spend by category last month compared with the month before?”
“Summarise this week's new invoices and payments.”
Use cases
Integrations you can build
Build a monthly close checklist that pulls unpaid invoices and unreconciled transactions from Xero so your finance team knows what is outstanding.
Create a cash flow forecast tool that combines Xero bank balances with your own pipeline data to project runway.
Let your ops team see which supplier invoices are overdue without giving them full Xero access.
Connect Xero to Croft
Your Xero credentials stay encrypted with Croft and never appear in app code. Apps call the connector through Croft's gateway, which checks permissions and adds the key on the way out. One connection can be shared across multiple apps you allow, with a full audit trail of every call.
No card. 7 days. Cancel anytime.
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Your team's first app could be live before lunch.
No card. 7 days. Cancel anytime.