INTEGRATION
Xero Accounting & Practice Manager
Connect your Xero account so Dytto can read the bookkeeping ledger and your practice workflows, invoices, reports, clients, and jobs, and act on them right in chat.
Dytto reads live data straight from Xero and can write back, so the work happens right where you already are.
Invoices & payments
Read sales invoices, bills, credit notes, and payments across the receivables and payables core.
Reports & balances
Pull Balance Sheet, P&L, Trial Balance, and aged receivables or payables from Xero’s accounting reports.
Bank & ledger
Drill into bank transactions, manual journals, and the full chart of accounts behind any figure.
Contacts
Search contacts and contact groups, and create or update them when a record needs to change.
Practice manager
From Xero Practice Manager, see the firm’s clients, jobs, staff, time, and costs alongside the books.
Post with approval
Create or update invoices, bills, payments, credit notes, and quotes, each behind an approval step.
HOW IT WORKS
From a question to the right number
Find the client
Dytto links the client to its Xero organisation so every query hits the right books.
Read the books
It reads invoices, reports, bank lines, and practice data directly from Xero.
Write with approval
Reads run automatically; creating or updating a record is a write, so it always asks first.
GET CONNECTED
Connect Xero in a few minutes
Connect through Xero’s secure login, no keys or passwords to copy.
1
Open Settings, then Integrations
In Dytto, go to Settings, open Integrations, and choose Xero.
2
Authorize Xero Accounting
Click Connect, sign in to Xero, and approve access to the bookkeeping ledger. No keys or passwords to copy.
3
Add Xero Practice Manager
Connect Xero Practice Manager too, a separate quick sign-in, to bring clients, jobs, and staff into Dytto.
4
Link your clients to their organisation
The first time you ask about a client, Dytto matches it to its Xero organisation, you confirm once and the link is remembered.
Bring Xero into your workflows
Connect your Xero account once, then ask Dytto about any invoice, report, or client, or have it post the update.