Connect Xero to Your AI CFO
Turn your Xero data into real-time financial intelligence, forecasts, and actionable insights.
Hello Frank connects directly with Xero to give founders instant visibility into cash flow, profitability, runway, and business performance. Stop waiting for month-end reports and start making decisions using live financial data.
Revenue Mapped
$1,240,500.00
Why Connect Xero to Hello Frank?
Xero is an excellent accounting platform, but accounting software is designed primarily to record historical transactions. Hello Frank transforms that historical data into forward-looking financial intelligence, helping founders make faster and more confident decisions.
- Real-time financial visibility
- Live cash flow monitoring
- AI-powered financial analysis
- Forecasting and scenario planning
- Instant answers to financial questions
- Multi-entity reporting
Automate Transaction Categorization
Stop manually coding every transaction.
- Daily transaction imports
- Automated categorization
- Merchant recognition
- Expense classification
- Continuous transaction monitoring
Frank automatically categorizes and organizes financial activity across your connected accounts, reducing the repetitive work traditionally handled by bookkeepers.
Reconcile Faster
Keep your books current without manual effort.
- Automated matching
- Continuous reconciliation
- Missing transaction alerts
- Duplicate detection
- Exception identification
Instead of reconciling accounts at month end, Frank continuously monitors financial activity so issues are identified early and your books remain accurate.
Get Real-Time Answers
Understand your finances instantly.
- Cash position analysis
- Revenue reporting
- Expense monitoring
- Profitability insights
- Natural language queries
Ask Frank questions about your finances and receive immediate answers based on your live business data.
Connect Xero in Minutes
Step 1
Connect Your Xero Account
Securely authorize Hello Frank to access your Xero organization.
Step 2
Sync Financial Data
Frank automatically imports and organizes financial information from Xero.
Step 3
Start Asking Questions
Begin exploring your financial performance through dashboards, forecasts, and AI conversations.
What Can You Do With Xero + Hello Frank?
Real-Time Financial Reporting
View live revenue, profitability, expenses, and cash flow without manually building reports.
Multi-Entity Consolidation
Combine financial information from multiple Xero organizations into a single view.
AI-Powered Insights
Identify trends, anomalies, risks, and opportunities hidden inside your financial data.
Scenario Planning
Model future business decisions and understand their financial impact before acting.
Xero Alone vs Xero + Hello Frank
Works Alongside Your Existing Stack
Hello Frank does not replace Xero. It extends the value of your accounting system by connecting financial data with banking, payments, and operational systems to create a complete financial picture.
Frequently Asked Questions
Does Hello Frank replace Xero?
How long does it take to connect Xero?
Can I connect multiple Xero organizations?
Is my Xero data secure?
Can accountants and bookkeepers use Hello Frank with Xero?
What financial questions can I ask?
Ready to Modernize Your Finances?
See how AI-powered financial operations can help your team save time, reduce manual work, and focus on higher-value activities.
See How Frank Handles This→