TaxSort AI + Xero Accounting
Connect Xero to TaxSort AI for seamless client data synchronization, P&L import, and automated tax document matching.
1
Authorize Xero
Connect your Xero organization to TaxSort AI with one-click OAuth authorization.
2
Import Contacts
Sync all Xero contacts as TaxSort AI clients — names, tax numbers, and balances.
3
Pull Financials
Import Profit & Loss data to cross-reference with tax documents and identify discrepancies.
4
Export Tax Data
Generate tax-ready exports with Xero financials and AI-classified documents merged.
Benefits
- ✓One-click Xero authorization
- ✓Real-time contact sync
- ✓P&L cross-referencing for accuracy