Connect Xero to DealARR — Keep Accounting and Revenue in Sync
Stop re-entering invoices into Xero and reconciling payments by hand. DealARR's Xero integration pushes invoices to Xero automatically, pulls payment status back to update your cash flow, and keeps revenue recognition aligned across both systems.
Why Your Deal Book and Xero Need to Talk to Each Other
Most B2B SaaS finance teams keep contracts in one system and accounting records in Xero. Every month, someone exports invoice data, re-enters it into Xero, and chases down payments to update spreadsheets. The result is a constant gap between contracted ARR, invoiced revenue, and cash actually collected — and that gap shows up in board reports and cash flow forecasts that nobody fully trusts.
DealARR's Xero integration closes the gap. Invoices created in DealARR appear in Xero automatically. Payments logged in Xero update DealARR's cash flow and AR aging in real time. Finance, RevOps, and leadership all see the same numbers — without anyone running an export.
What the Xero Integration Syncs
DealARR pushes invoice data to Xero and reads payments and contacts back, so both systems stay aligned without manual work.
Invoices to Xero
DealARR invoices are pushed to Xero as receivable entries with the correct contact, line items, tax codes, and due dates — no double entry between the deal book and accounting ledger.
Payment Records
Payments recorded in Xero flow back into DealARR to update invoice status. Cash collected appears alongside contracted ARR for every deal automatically.
Contact Matching
Xero contacts are fuzzy-matched to DealARR client records using name and email so contacts are not duplicated across the two systems.
Revenue Recognition
DealARR's revenue recognition schedule aligns with Xero invoice dates and chart of accounts, keeping P&L reporting consistent across both systems.
ARR vs. Invoiced Revenue
DealARR shows contracted ARR alongside Xero-tracked invoiced revenue — so you always know the gap between booked, billed, and collected.
Audit-Ready Sync Log
Every invoice and payment that moves between DealARR and Xero is logged with timestamps and source IDs, giving finance teams a clean audit trail for year-end close.
How to Connect Xero to DealARR
Setup is self-serve and takes under five minutes. No developer or IT support required.
Connect Xero via OAuth
Authorize DealARR to access your Xero organization. The connection uses OAuth 2.0 — no passwords stored, fully revocable from Xero or DealARR at any time.
Map accounts and tax codes
Choose which Xero revenue accounts and tax rates DealARR should use when creating invoices. A guided setup screen walks you through the mapping in a few clicks.
Invoices sync automatically
New DealARR invoices are pushed to Xero on a regular schedule. Payments recorded in Xero flow back into DealARR so invoice status stays current in both systems.
Reports update in real time
Cash flow, P&L, and revenue recognition reports in DealARR reflect the latest Xero data — no monthly export, no spreadsheet reconciliation.
What You Get Inside DealARR with Xero Connected
Connecting Xero gives DealARR's financial reports a layer of verified accounting data that makes board presentations and cash flow forecasts significantly more credible.
Invoices created in DealARR appear in Xero automatically — no manual re-entry
Payment status from Xero feeds DealARR's cash flow forecast and AR aging
Revenue recognition schedule aligned between DealARR and your Xero P&L
Board-ready cash flow reports built on verified Xero accounting data
Audit trail for every synced invoice and payment, mapped back to deals
Eliminated monthly accounting reconciliation across Xero and the deal book
Who This Integration Is For
The DealARR Xero integration is most valuable for B2B SaaS companies running their accounting in Xero who want to eliminate the monthly reconciliation between contracted ARR, invoiced revenue, and collected cash.
Finance and CFO Teams
Push DealARR invoices straight into Xero and pull payment status back automatically. Cash flow and AR aging reports are always current — no monthly export step.
Founders and Operators
See contracted ARR, invoiced revenue, and cash collected in one place. Investor updates and board reports use verified Xero numbers, not estimates.
RevOps and Accounting
Eliminate duplicate invoice entry across DealARR and Xero. Contacts are matched, accounts are mapped, and reconciliation is automatic instead of manual.
Frequently Asked Questions
Common questions about the DealARR Xero integration.
Connect Xero and Stop Reconciling Revenue by Hand
Push invoices to Xero, pull payments back, and let DealARR keep cash flow, P&L, and revenue recognition aligned across both systems — no spreadsheets required.