Integrations
Connect QuickBooks or Xero to import your accounting data directly — no manual file uploads required.
QuickBooks Online
Connecting
- Go to Integrations → QuickBooks.
- Click Connect to QuickBooks.
- You'll be redirected to Intuit's OAuth2 login page.
- Sign in and authorise the AI CFO Assistant.
- You'll be redirected back with an active connection.
Sandbox mode: The integration supports QuickBooks Sandbox environments for testing. No production data is accessed until you connect a live company.
General Ledger Query
Once connected, you can pull your General Ledger report. The following parameters are used:
| Parameter | Type | Default | Notes |
|---|
| Start Date | Date | 2025-03-01 | The start of the reporting period. |
| End Date | Date | 2025-03-31 | The end of the reporting period. |
| Accounting Method | Text | Accrual | Accrual or Cash basis. |
What Gets Imported
- General Ledger journal entries for the selected period
- Account codes and names are mapped to the platform's chart of accounts
- Amounts are converted if a different currency is used
Xero
Connecting
- Go to Integrations → Xero.
- Click Connect to Xero.
- You'll be redirected to Xero's OAuth2 login page.
- Sign in and authorise the application.
- You'll be redirected back with an active connection.
Permissions Requested
The following Xero API scopes are requested during authorisation:
Accounting
- Transactions (read/write)
- Journals (read)
- Reports (read)
- Settings (read/write)
- Attachments (read/write)
- Contacts (read/write)
- Budgets (read)
Other
- User profile (openid, email)
- Offline access (refresh token)
- Payroll (all)
- Projects
- Assets
- Files
What Gets Imported
- Journal entries and transactions
- Trial Balance data (via reports API)
- Account chart and settings
Important Notes
- You can connect one QuickBooks company and one Xero organisation per account.
- Integration credentials are stored securely and never shared with the AI engine.
- If your token expires, you'll be prompted to re-authorise.
- Imported data is treated the same as manually uploaded data — all analysis modules work with it.
- To disconnect, go to the integration page and click the disconnect button.