Xero Integration ✨

1. Overview of Integration

Audit Sight integrates with Xero to streamline audits by securely pulling financial data directly from the platform. This integration eliminates manual requests, reduces back-and-forth with clients, and ensures accurate, reliable data for your audits.

2. Data Availability 📊

• Data Pulled:
  • General ledger details
  • Transaction records
  • Account balances
  • Financial reports
  • Note: While we cannot retrieve AP and AR agings, we can access all underlying invoices, payments, bills, and bill payments.
• Default Data Range: Last 36 months of data.

3. Connection Requirements 🛠️

• The client must have a Standard or Adviser role in Xero to establish the connection.
• Clients will need their Xero login credentials.

4. How to Guide Your Client Through the Process 🚀

1. Look for Our Email 📧

   • The client should check their inbox for an email from support@auditsight.com with the subject line: Data Request.
   • This email will include details about the requesting firm and instructions for connecting Xero.

2. Click the Link 🔗

   • The client clicks the link in the email to begin the connection process.

3. Log In to Xero 🛠️

   • The client logs in using their Xero credentials.
   • They must have a Standard or Adviser role in Xero to authorize the connection.

4. Grant Access 🔒

   • Xero will prompt the client to grant Audit Sight permission to access their data.

5. Complete the Connection 🎉

   • Once access is granted, the connection will be established.

5. Template Email to Send to Your Client 📧

Subject: Action Required: Xero Connection for Your Audit

Hi [Client Name],

To streamline the audit process, we need your help connecting your Xero account with Audit Sight. This secure integration eliminates manual requests and reduces the back-and-forth involved in providing audit documentation.

Next Steps:

1. Check your inbox for an email from support@auditsight.com with the subject line: Action Required: Data Request from (Your Firm Name).
2. Open the email and click the link to begin the connection process.
3. Log in to Xero using your credentials (you must have a Standard or Adviser role).
4. Follow the prompts to grant Audit Sight access.

This connection allows us to retrieve your financial data, including general ledger details, invoices, payments, bills, and bill payments, ensuring a thorough audit process.

Your data’s security is our top priority 🔒. Audit Sight is SOC 2 Type 2 certified, ensuring that all information is handled with the highest standards of security and privacy.

If you have any questions or encounter issues, don’t hesitate to reach out.

Best regards,
[Your Name]
[Your Position]
[Your Contact Information]

6. Common Issues and Troubleshooting Tips 🛠️

• Why can’t my client connect?

  • 🚫 Ensure the client has a Standard or Adviser role in Xero.
  • 🌐 Verify that the client’s internet connection is active.

• What if the client uses multiple Xero organizations?

  • The client will be prompted to select the correct organization during the connection process.

• What if the connection fails?

  • Have the client retry the process using the original link.
  • Ensure their Xero account is active and in good standing.

7. FAQs ❓

Will this cost my client money? 💰
No, this integration is completely free for your client.

How secure is the integration? 🔒
Audit Sight is SOC 2 Type 2 certified, ensuring secure data handling.

Why does the client need a Standard or Adviser role? 🛠️
Xero requires these roles to authorize third-party app connections.

What if the client has multiple Xero organizations? 🏢
During the connection process, the client will select the specific organization to connect to Audit Sight.

8. Resources 📚

• Client Connection Guide