Xero Integration Overview

Derive connects deeply with Xero to give finance teams a single platform for managing spend - without leaving Xero behind as your system of record. Bills, purchase orders, contacts, and reference data sync seamlessly between both systems, while Derive's workflow engine handles the heavy lifting: multi-level approvals, spend controls, entity-level classification, task automation and more.

Whether you're running a single entity or managing dozens, the integration is designed to keep your data accurate and your processes moving. This guide covers everything you need to connect, configure, and get the most out of it.

Getting started

• How the integration works
• Connecting Derive to Xero
• Manage your Data Sync
• Multi Entity Xero

Frequently asked questions

• Xero Integration FAQ

Multi-entity and advanced

• Connecting multiple Xero organizations

Need help? Contact us at support@derive.bi