Why link to Xero?

Each cc:Monet Account can be integrated with Xero.

This means:

• The two platforms collaborate, sharing their Chart of Accounts.
• cc:Monet data (bills, incomes and bank statements) can be published directly to the integrated Accounting Software.
• Vendors, Customers, products can be synced between the two systems.

In simple terms, integrating an account ensures that all data extraction is formatted to match your existing financial records.

We recommend that if you have a Cloud Accounting Software, you integrate your cc:Monet account as soon as possible. This will help prevent transactions from being coded incorrectly.

How to link to an accounting software?

To integrate your cc:Monet account, go to the ‘Integration’ tab. Select your accounting platform and click Connect.

What happens after link to an accounting software?

After linking to Xero your Chart of Accounts will be automatically imported to cc:Monet as Category. And bills, incomes, and bank statements, vendors and customers can be publishes to Xero just by on click.

After integration, AI match will be activated. By clicking AI match, vendors in cc:Monet will auto match the same existing vendors in your Xero account to ensure the consistency of your financial data.