This powerful integration helps you to:
Connect your Zeller Transaction Account to Xero in just a few clicks today.
A bank feed automatically sends information about transactions to your accounting software.
Together, Zeller works with Xero to automatically import transactions from your Zeller account directly into your Xero organisation. Xero direct bank feeds ensure transactions are accurately reflected across your most-used financial and reporting tools, giving you an up-to-the-minute view of your cash flow at any point in time.
When you use bank feeds, both incoming and outgoing transactions flow seamlessly into Xero — reducing manual admin as well as the risk of data entry errors. You can even grant secure access to third parties, like your accountant or bookkeeper, to help you forecast and plan from the exact same data.
A streamlined payment and reconciliation system allows business owners to see their true financial position at any point in time.
Zeller’s automatic bank feeds help you stay in control of your finances while saving time on manual data entry, by enabling you to keep track of your incomings. All of this arms you with insight you can use to grow your business and makes tax time easier. By giving you the ability to grant secure access to third parties, such as your accountant or bookkeeper, it also streamlines your accounting and reporting tasks.
Using Zeller’s integrated bank feeds is an easy way to take control of your cash flow, and improve your business. Plus, it’s free to set up.
Before setting up a Xero direct bank feed, you'll need:
Many small business owners already use business accounting software, like Xero. To set up bank feeds:
Follow the prompts to authenticate the connection with Xero, then connect your bank feeds by following these steps:
You’ve now set up bank feeds in Xero.
Once your direct feed is connected, statement lines will automatically appear in your Xero organisation — ready for you to reconcile. You will never need to manually upload or update your transactions again.
Transactions from your Zeller Transaction Account are immediately and seamlessly uploaded to your Xero organisation. With Zeller, there’s no need to wait until close of business.
This powerful Zeller and Xero integration is built to save time, reduce human error, and give you an up-to-the-minute view of business finances. Bank feeds bring all of your financial information together in one spot so you can make important business decisions.
As a financial services provider, Zeller is committed to streamlining daily tasks for business owners — giving them back time to focus on growing their business. Stay tuned for more exciting updates to your Zeller account, coming soon.