Xero

Xero Integration

Popular

Connect CostTrail with Xero to automatically sync your financial data, streamline expense tracking, and gain holistic visibility into your cloud spending across your business operations.

Key Features

  • Automatic bank feed integration
  • Bill and invoice tracking
  • Project cost allocation
  • Tracking category mapping
  • Multi-currency support
  • Taxable expense handling
  • Real-time data synchronization
  • Query Your Data In Natural Language
  • Benefits of Connecting Xero

    Unleash powerful cost management capabilities by integrating CostTrail with Xero

    Seamless Financial Integration

    Automatically sync all your Xero accounting data with cloud expenses to maintain a single source of truth for all business spending.

    Comprehensive Reporting

    Generate detailed reports that combine financial data from Xero with cloud spending metrics for complete business cost transparency.

    Project-Based Cost Tracking

    Map cloud expenses to Xero projects and tracking categories for precise cost allocation and project profitability analysis.

    Streamlined Reconciliation

    Easily match and reconcile cloud service bills with your Xero accounts, simplifying month-end processes and improving accuracy.

    Simple Setup Process

    Connect your Xero account in minutes with our guided setup

    1

    Connect Xero account

    Authorize CostTrail to access your Xero organization using Xero's secure OAuth2 authentication process.

    2

    Configure data mappings

    Map your Xero chart of accounts, tracking categories, and projects to CostTrail's cost management structure.

    3

    Set synchronization options

    Choose which financial data to sync and set your preferred synchronization frequency for optimal performance.

    4

    Enable reporting features

    Activate specialized dashboards and reports that combine Xero financial data with detailed cloud cost analytics.

    Xero Integration Use Cases

    How organizations leverage the CostTrail-Xerointegration

    Small Business Cost Management

    Small businesses use CostTrail to gain professional-level cloud cost management that integrates seamlessly with their existing Xero accounting workflows.

    Typical cost savings:
    58%

    Multi-Currency Operations

    International businesses leverage CostTrail's integration with Xero's multi-currency features to track and allocate cloud costs across different regions and currencies.

    Typical cost savings:
    32%

    Agency Client Billing

    Digital agencies use CostTrail to track cloud infrastructure costs by client and automatically create accurate client invoices in Xero for pass-through expenses.

    Typical cost savings:
    45%

    Frequently Asked Questions

    Common questions about the Xero integration