December 2024

Xero Integration for Reconciliations

We’re excited to announce the new Xero integration for FloQast Reconciliations! This integration streamlines your reconciliation process by allowing you to connect your Xero account directly to FloQast. Key features include:

• Entity Creation and Authentication: Easily link your FloQast account to Xero through a guided flow to create and authorize entities.
• Reconciliation Setup: Add reconciliations from your Xero accounts, with support for both non-recurring and recurring workflows, including monthly frequencies.
• Balance Matching: Automatically pull trial balance data from Xero, ensuring balances in FloQast match your Xero records for accuracy.
• Completeness Report: Identify unaccounted-for accounts with activity, providing visibility into missing reconciliations directly within FloQast.

This integration brings enhanced automation and accuracy to your reconciliation workflows, making it easier to manage your financial data across platforms.