How does Yoraito work with Xero?
Short answer: Yoraito connects to Xero through Xero's OAuth 2.0 flow and can connect several Xero organizations at once, with tenant-level isolation. It pulls invoices, bills, bank transactions and reports, reconciles bank accounts using Xero's bank feeds plus written matching rules, and posts approved journal entries back with read-back validation.
What syncs between Xero and Yoraito?
| Direction | Data |
|---|---|
| Xero → Yoraito | Invoices, bills, bank transactions, financial reports, across one or more organizations |
| Yoraito → Xero | Approved journal entries and expense receipts, with read-back validation |
| Consent | You can decline specific scopes (for example payroll) during consent |
How do we connect?
- Click Connect Xero and authenticate through Xero's OAuth 2.0 flow.
- Select the Xero organization(s) to connect.
- Set sync preferences and start running workflows.
Why does this matter for firms with many Xero clients?
Short answer: CPA and CAS firms often run dozens of clients on Xero. Yoraito connects many organizations with tenant-level isolation and runs the same close steps, matching rules and evidence standard on each, so a reviewer sees the same layout on every client.
How is Yoraito different from Xero's own bank reconciliation?
| Xero bank reconciliation | Yoraito on Xero | |
|---|---|---|
| Purpose | Day-to-day matching of bank feed lines | Period-end proof that adjusted balances agree |
| Matching logic | Suggestions and bank rules | Written rules in passes, recorded on every match |
| Balance sheet accounts | Not covered | Tie-outs and rollforwards |
| Review | Not separated | Preparer and reviewer recorded separately |
| Evidence | Reconciliation reports | Saved SQL behind every figure |
What does an example Xero reconciliation look like?
| Field | Value (illustrative) |
|---|---|
| Organization / account | · Business Account |
| Xero balance | $64,210.00 |
| Bank statement balance | $66,940.00 |
| Outstanding payments (bank side) | -$4,100.00 |
| Bank fees not yet recorded (book side) | -$1,370.00 (proposed entry, awaiting approval) |
| Adjusted balances | $62,840.00 both sides |
| Difference after items | $0.00 · balanced · query Q01 to Q06 |
Illustrative figures created for this page; label as such.