Xero Integration for Farm Financial Management

How It Works

Four steps, and only the first is a one-off.

1. Connect your Xero organisation with Xero's secure sign-in. P2PAgri never sees your Xero password.
2. Open the cash flow, pick the month and run the import from the Action menu. P2PAgri pulls that month's figures for every account in your chart of accounts.
3. Check the matches. Each Xero account is matched to a line in your cash flow. If a line doesn't exist yet, the import offers to create it.
4. Save. The figures land in the month, any new items are created in the same pass, and next month's import recognises them.

The Import Builds Your Cash Flow

Until recently the Xero import could only put figures against cash flow items you had already set up. A new account in Xero meant leaving the screen, creating the item by hand and importing again. Now the Matched Item list offers to create the item for you, suggests the right section from the account's type in Xero, and tells you the name it will be created under. An item that already exists under the same name is reused rather than duplicated.

Before you save, the screen says exactly what will happen: how many items will be created, how many updated, and how many Xero accounts are still unmatched. The Xero totals block splits each total into what you have matched and what is still to match, so you can see at a glance whether the month is complete.

Crop and livestock sales are deliberately left alone. That income belongs to your season plan, where it drives your gross margins, so the import points you to the SEASON screens instead of creating a second income line.

• Missing cash flow items created during the import, in the section that fits
• A plain summary of what Save will do before you commit
• Searchable matching lists, because a real chart of accounts runs past a hundred accounts
• GST inclusive or exclusive, chosen with a single switch

What Syncs From Xero

Your trial balance for balance sheet and profit and loss analysis in ESSENTIALS, your monthly figures for the actual cash flow, and your full chart of accounts for mapping and category assignment. Import monthly after your bookkeeper has closed the month, or whenever you want the picture brought up to date.

Account Code Mapping

P2PAgri's mapping screen lets you assign each Xero account to the right category: farm income, farm expenses, off-farm income, off-farm expenses, capital items and GST. Need to split a single Xero account across two categories? Use the split item feature. Do the mapping once and later imports take seconds.

AI-Powered Category Suggestions

Not sure which category a Xero account belongs to? P2PAgri's AI assistant can suggest the most appropriate category based on the account name and type, which speeds up the initial setup considerably.

Secure, Read-Only Connection

P2PAgri uses Xero's official OAuth2 authentication. Your Xero username and password are never shared with P2PAgri, and you can disconnect at any time from either P2PAgri or your Xero account settings. P2PAgri only reads from Xero. Nothing is written back, so your accountant's tax work is untouched and your management figures live in P2PAgri.

For Accountants and Advisers

If you're an accountant or adviser managing farm clients, the Xero integration means your client's P2PAgri data stays in sync with the books you manage. When a client's chart of accounts changes, the next import picks the new accounts up and offers to create the matching cash flow lines, so there is no re-setup on your side and no chasing spreadsheets.