Verifying your client's data just became easier with the Audit Sight and Xero integration! Simply send the connector link to your Client Contact that has admin access to the account and the connection can be enabled.
Refer to Knowledge Base Article: Client account set-up to learn how to set up your Client Contact.
Follow the steps below to connect the Client’s account to Audit Sight.
Step 1: Navigate to the Client screen
Send an email inviting your Client Contact to connect. You can resend the email if your Client Contact did not receive it the first time. Alternatively, if you have the login credentials to the account, you may login directly via “Add Direct Connection”.
Step 2: Audit Sight emails the Client Contact
The Client Contact will receive an email similar to below inviting them to connect their account:
Step 3: Client Contact selects their accounting software
In this article, we will show the steps for Xero integration
Step 4: Sign in to your Xero account.
Once Xero is selected from our connector page, you need to sign in to your Xero account.
Step 5: Select the Company to connect.
If the Xero ID is associated with multiple Xero accounts, you will need to select the appropriate account to connect.
Step 6: Grant Access
Click Allow access to finish the process. Upon success, you will be redirected to the Audit Sight Connector to complete the next step of integrating the bank accounts.