Customer review
Customer contacts are compared with existing RunwayCal deals using provider IDs and name matching.
Xero + RunwayCal
Authorize one Xero organization, inspect supported accounting context, and approve customer and invoice mappings into RunwayCal deals and receipts. RunwayCal does not replace Xero reconciliation or write to the source books.
What connects
RunwayCal reads customer and supplier contacts, receivable and payable invoices, payments, bank accounts, and optional employee context. The current approved import path is narrower than the preview.
Invoice receipt review
Supported invoices can be staged as receipts after a customer is linked or created as a deal.
Accounting context
Payable invoices, suppliers, bank accounts, payments, and optional employees appear in connection data but are not all imported into RunwayCal modules.
Connection controls
OAuth, refresh, preview, approval, and disconnect keep the import explicit. Tokens refresh when required.
Without Xero connected vs with Xero connected
Without Xero connected
- Export customer and invoice context before review
- Match records outside the planning workflow
- Track the source of approved receipts manually
With Xero connected
- Read supported Xero records through OAuth
- Review customer-to-deal suggestions
- Approve supported invoice receipts
- Keep Xero as the accounting and reconciliation system
Who uses this connection
Xero-first businesses
Keep the accounting workflow intact while reviewing selected operating inputs in RunwayCal.
Finance teams reducing repeat entry
Match supported customers and invoices to existing RunwayCal records.
Advisors using separate company workspaces
Authorize the relevant Xero organization inside its corresponding RunwayCal organization.
Connection boundary
The Xero connection uses read scopes and never writes to Xero. Approved import actions write only to RunwayCal deals and staged receipts, with provider identifiers retained for duplicate checks.
OAuth connection · review before import
Keep accounting in Xero and control what enters RunwayCal.
Xero owns accounting records and reconciliation. RunwayCal reads selected context so users can decide what belongs in operating planning.
A user-triggered refresh reads supported Xero objects for preview. Customer records are matched to RunwayCal deals, and the user chooses whether to link, create, import supported receipts, or skip each suggestion.
The connection does not turn every payable, bank transaction, supplier, or employee record into a planning record. It is not continuous bank reconciliation or a complete accounting feed.
Disconnecting revokes the Xero connection and clears local credentials and Xero links stored on RunwayCal deals. It does not change the source organization.
Use Xero for the books. Use RunwayCal to review the supported customer and receipt records that belong in financial planning.
Review Xero data in RunwayCal
Connect the supported account, inspect available data, and approve what enters RunwayCal.