Two years ago, we entered the UK market, and quickly thereafter, we launched our first UK-specific feature: the Xero integration. Since then, we’ve helped thousands of bookkeepers, CFOs and admins save time reconciling expenses in Xero.
Today, we’re taking this integration one step further by launching the Xero Direct Feed. This means that your Pleo transactions will automatically be imported directly into your Xero organisation, eliminating the need to import transactions manually (metadata, however, will still need to be manually imported). This provides admins and bookkeepers a near real-time overview of the Pleo activity in Xero, without having to wait for month-end.
In order to enable this, admins must head over to the accounting page and tick the “Direct Feed” box in Xero. For more information, have a look at our help article, or reach out to us directly in support. We’re excited to finally release this feature and we hope it makes your bookkeeping easier!