XERO INTEGRATION HUB

Get Synced, Integrate and Simplify

Connect Caxton to your accounting software for easy tracking and simplified reporting. 

Whether you're connecting accounts or managing changes, the new Xero integration ensures everything runs smoothly, giving you more time to focus on growing your business.

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Connect Xero Bank Feeds

For finance teams, reconciling business financial activity should feel straightforward—no headaches, no unnecessary admin, just efficient tools that do the heavy lifting for you.

With the new Caxton integration for connecting Xero bank feeds, you'll save time, reduce manual effort, and gain confidence knowing everything is working as it should. It’s about helping you get things done faster without distractions or frustration.

Connect bank feeds to Xero - How it works

Step 1

Setup Access

A new "Manage Connections" menu in the administration panel guides users through the integration. Clicking "Connect" displays supported accounting platforms (currently Xero).

Step 2

Secure Login and Consent

Users log in to their Xero account and grant necessary permissions, seeing exactly what data will be shared.

Step 3

Company and Account Mapping

Account Admins confirm which company within Xero to connect (helpful for managing multiple businesses) and map Xero accounts to their respective Caxton account or individual wallets.
Step 4

Future Changes

When new Caxton accounts, wallets or cards are added later you will need to connect these to the relevant Xero accounts you would like them to reconcile to.

Xero integration is available for all Caxton Business Account-types 

Experience the convenience and efficiency of modern banking alternatives.

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Business Multi-Currency Accounts

Automatically reconcile transactions across multiple currencies, ensuring accurate financial records for global business operations.

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Expense Management Accounts

Link Xero accounts to individual wallets or cards, simplifying expense tracking and reducing manual input for smoother reporting.

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Payroll Payment Accounts

Connect payroll disbursements directly to Xero, ensuring precise reconciliation of salaries and related payments.

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Supplier Payment Accounts

Match supplier payments to Xero accounts effortlessly, keeping your accounts payable reporting accurate and up to date.

Centralised financial oversight

Integrating Xero with your Caxton account enables you to connect Xero to your account, or for expense management, link Xero accounts to specific wallets or cards within your Caxton set up, ensuring every transaction is tracked through your accounting. 
 
Account Admins can map Xero accounts to corresponding wallets in just a few steps, reducing manual errors and saving time. This automation also supports multiple currencies, ensuring global business needs are met.
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Easy management of multi-currency

Managing currency in one account is easy with Caxton. To maintain clear values of each balance, Xero requires each balance to be its own Xero account. Please be aware that Xero requires you to have the "Comprehensive" pricing plan to manage multi-currency. 
The Caxton system will give you a warning message if your plan does not support multi currency.  If you are reconciling GBP only, any Xero plan should work.

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Your set up, your way 

Account Admins can decide how to group accounts—combining balances or linking individual wallets. They can also specify the date range for imported transactions, up to a year prior.

Post-setup, Admins can manage or unlink connections with ease. Updates to wallets or cards trigger automatic syncing to keep records accurate.

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More integrations available 2025

Connect Caxton to your preferred accounting software, such as QuickBooks, Sage, Xero and Netsuite or upload a payment file directly. Watch as the two work together to streamline your payroll processes.

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Experts in payments for 20 years

WHAT ARE YOU WAITING FOR?

Don't let outdated system hold you back

Experience the benefits of a business account with Caxton today. Book a chat at a time that suits you and upgrade your payment process to save time, reduce costs, and improve efficiency.