Integration

Xero + ProLens

Connect Xero and ProLens fills the financial layer for international and small-firm setups. AR aging, revenue trends, and budget tracking come through cleanly.

AccountingCloud accounting for small to mid-size firms.

What lights up

What ProLens does with your Xero data.

AR Aging + Invoices

Xero's AR detail powers the aging buckets, payment velocity trends, and AI collections narrative.

Revenue Pulse (AI)

Xero's financial data feeds the AI daily briefing on pacing, risks, and opportunities.

Project Profitability

Xero's GL detail enriches margin and burn calculations.

Budget Health

Xero budgets feed the firm-level burn-rate view.

Revenue Trend

12-month stacked-bar view of paid/unpaid/overdue revenue from Xero.

Client Activity

Xero invoice and payment history rounds out the per-client revenue view.

Client Satisfaction

Powered by ProLens's built-in survey engine. Works with any stack.

Market Conditions

Powered by FRED economic data and the AIA Billings Index. Works with any stack.

How it connects

Three steps. Minutes, not months.

Step 01

Authorize with one click

Connect your Xero account securely. No technical setup, no credential sharing.

Step 02

ProLens reads your data

We look at your invoices, AR aging, payments, contacts, chart of accounts, and budget data. We never write, edit, or delete anything.

Step 03

Your dashboard populates

First data appears in minutes. AI insights start generating on day one.

Security

Read-only by design.

  • ProLens is read-only. We never write to your Xero.
  • Your credentials are encrypted with AES-256.
  • Data appears on your screen, then disappears. Nothing is permanently stored.
  • Every data access is logged in your audit trail.

Read the full security architecture →

FAQ

Xero integration questions.

No. ProLens is strictly read-only. We never write, edit, create, or delete anything in your Xero account.

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