What Xero brings in

Once Xero is connected, bluprnts reads your books and proposes figures for your model in a panel called Fill in from your books. Nothing is written until you tick a figure and apply it, so a set of books that is behind can never quietly replace something you typed.

What it proposes#

Two groups:

Opening position — the money figures your forecast starts from:

Your opening bank balance
Initial debtors — invoices already raised that customers have yet to pay
Initial creditors — bills you have received and not yet paid

Company settings — non-money settings read from the organisation, such as your financial year start and sales tax basis.

Each row shows the same thing three ways: your current model value, the value from your books, and the evidence behind it — what in your accounts produced that figure.

The date the figures are read at#

Figures are read at the month end before your forecast starts, not at today's date. That is what makes them an opening position: the state of the business on the day your forecast begins.

The connection card shows this as Position read at. If it isn't the date you expected, your forecast window starts somewhere other than you thought.

Fill figures in#

Tick the figures you want. Select all and Clear all are in the panel header.
Select Fill in N figures.

The button counts what you've ticked, and stays disabled until you tick something. Re-reading your books never re-ticks a figure you deliberately turned off.

When nothing needs doing#

If your model already agrees with your books, the panel says so — "Your model already matches your books. Nothing to change." — and there is nothing to apply. Rows that agree are still shown, so you can see the agreement rather than infer it from an absence.

Notes and cautions#

The panel surfaces notes from the read itself: a locked period, a financial year that doesn't line up, figures it could only partly determine. Read them before applying — they usually explain a figure that looks wrong.

What it doesn't bring in#

Not your sales, costs, employees or products. Those are drivers, and they are yours to model — the whole point of a driver-based forecast is that it describes decisions rather than extrapolating history. Xero fills in where you are starting from; you decide where you are going.

Historical figures do come across for comparison, but as actuals set beside the plan rather than as inputs to it. See Plan vs Actual.

Opening position — the same figures, entered by hand.
Map accounts — where each ledger account lands.
Refresh & sync — reading your books again.