NEW FEATURE: Expense Any Card on the Caxton Expense Platform
Expense Management that flexes to your unique way of doing it
Multi-Currency Accounts
GBP, currency and holding accounts.
International Payments
Money transfers for business.
Currency Risk Management
Minimise effect of FX volatility.
Payroll Payments
Reduce payment timelines by 3+ days.
Supplier Payments
Faster payments for AP teams.
Expense Management
Complete platform that flexes to your business.
Embedded Finance
Add bank-like functionality via API.
Join Our Networks
Career Collective
Client Resource Area
Video Demonstrations
Product demonstrations and how-to information
Video Education
Access to all our research and webinars focussed on industry and job role education
Industry Information
Use cases and industry specific information
Downloadable Guides
Product information downloads
Multi-Currency Accounts
GBP, currency and holding accounts.
International Payments
Money transfers for business.
Currency Risk Management
Minimise effect of FX volatility.
Payroll Payments
Reduce payment timelines by 3+ days.
Supplier Payments
Faster payments for AP teams.
Expense Management
Complete platform that flexes to your business.
Embedded Finance
Add bank-like functionality via API.
Join Our Networks
Career Collective
Client Resource Area
Video Demonstrations
Product demonstrations and how-to information
Video Education
Access to all our research and webinars focussed on industry and job role education
Industry Information
Use cases and industry specific information
Downloadable Guides
Product information downloads
XERO INTEGRATION HUB
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.
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.
A new "Manage Connections" menu in the administration panel guides users through the integration. Clicking "Connect" displays supported accounting platforms (currently Xero).
Users log in to their Xero account and grant necessary permissions, seeing exactly what data will be shared.
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.
Experience the convenience and efficiency of modern banking alternatives.
Automatically reconcile transactions across multiple currencies, ensuring accurate financial records for global business operations.
Link Xero accounts to individual wallets or cards, simplifying expense tracking and reducing manual input for smoother reporting.
Connect payroll disbursements directly to Xero, ensuring precise reconciliation of salaries and related payments.
Match supplier payments to Xero accounts effortlessly, keeping your accounts payable reporting accurate and up to date.
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.
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.
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.
WHAT ARE YOU WAITING FOR?
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.