“I've really been getting the sh!ts with Xero's limited MCP and API. It shouldn't be this hard. You should be able to appoint an agent and have it reconcile your accounts for you.”
“Our app has a one off download option from Xero including files/attachments. It includes an excel workbook with a sheet per data type, the same data as CSVs & JSON and every attachment has a link to its associated record.”
“Use MatchLedger to extract bank or cc pdf statements and creates csv for you readily importable to QBO or xero. I'm not sure if it supports QBD though.”
“So just import the monthly historical T/B changes and then keep 1 seat of Xero to lookup history. That's going to be way cheaper then paying a consulting $250/hr to migrate all the history.”
“Dext is probably your best bet right now since it feeds into QBD without forcing the Xero fight your partner won't have; Hubdoc is Xero-native so it only really shines once you make that switch. either way document capture is where you'll feel the biggest dent in manual keying.”
“Some of the gaps you’re seeing aren’t really reporting gaps; the data exists, but the relationship between records isn’t always obvious in the exports.”
“For all the transactions that have already been closed out, you don’t need to pull into NetSuite. If for whatever reason you need that info, you can temporarily reactivate your Xero account in the next 7 years before the retention period purges your data.”
“Reading the shortcomings you’re facing, I would encourage you to look at Xero’s API to extract the data you need. Batch payments are an endpoint in the API, and you may even be able to get attachments too.”
“I asked chatgpt a similar question as I'm sick of paying through the nose for Xero and the constant price increases for no added value to me. It suggested manager.io as a free local desktop app option.”
“I built an internal tool with Codex to make my life easier when it comes to accounting as Xero does my head in and then used Open Banking to pull data from our bank accounts.”
“my concern would be privacy or the accounting software calculating something incorrectly, at least Xero has insurance for a class action if they had a major flaw.”
“I run Xero for business but personal/rental etc still using complex google sheet for my accounts/tax. Before I start, anyone already vibe coded accounting software and care to share?”
“Its the same as making the argument Xero provides accounting advice. Now, if they do (which I disagree with and don't think they do), that would be different.”
“On software: Dext for receipts and bills, and testing Xero on your side business is the right way to build the case with your partner. Desktop pricing will make the argument for you soon enough.”
“It is a document fetching and data extraction tool, owned by Xero: it pulls in bank statements, bills and receipts and turns them into coded transactions. And QBO just means QuickBooks Online.”
“I just like Xero because it's generally easier and cheaper to work with but Quickbooks is fine. You can manually extract the journal entries and hand them over to DeepSeek.”
“I've been in this space for years, connecting Xero to Salesforce (default read-only) through Breadwinner, and now I'm connecting Xero to Slack/Teams/Claude (through kipper.com) and we are strictly read-only because the downside of wrong data in the accounting system is simply to high.”
“I wouldn't turn one away for Xero as I would be happy to learn it. But for a new business or one new to bookkeeping, I encourage them to use QBO so they can easily replace me if I get hit by a bus tomorrow.”
“As an accountant that only uses Xero occasionally to enter year end journals for clients, I hate it with a passion. I know what I'm doing, and if I want a JE to hit a bank or credit card, or AP/AR, I bloody well want it to do it.”
“xero, quickbooks, zoho books and quicken business and personal are probably worth looking at but the intercompany stuff would be the first thing i would make sure each one can handle properly.”
“There is a [Xero CLI on GitHub](https://github.com/XeroAPI/xero-command-line) that solves this, although with some work to set it up. You can connect five orgs in the Xero developer hub, but it’s just a simple request to get 50 connections or more if it’s an internal tool.”
“Xero also don't seem to very responsive to customers. We and many others need a field for our customer's purchase order reference on invoices (and I mean NEED) but Xero do nothing.”