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Xero integration overview

Connecting Xero to bluprnts reads your real bank balance, invoices owed and year so far — an optional input that grounds the forecast, never the engine behind it.

Connecting an accounting system lets bluprnts read where the business actually stands — cash in the bank, invoices owed, and how this financial year has gone so far. You use it to fill in your opening position from real figures instead of typing them, and to compare what happened against what you planned.

Find it in the left sidebar, under Account → Integration, on the Accounting page.

What's supported#

ProviderStatus
XeroAvailable — reads your bank balance, invoices owed and this year so far
QuickBooksComing soon

One system per company. You can change which one you read from later, but you cannot run two at once.

What it does, in four parts#

  1. Connect — authorise bluprnts to read your Xero organisation.
  2. Fill in from your books — bluprnts proposes figures for your opening position and company settings, and you tick the ones you want.
  3. Map accounts — decide where each ledger account lands in the forecast.
  4. Plan vs Actual — compare closed months against what you planned.

The one rule#

We read what is in your accounts. If your bookkeeping is behind, your forecast will be too.

bluprnts says this on the page for a reason. It reads the ledger as it finds it: an unreconciled bank account or a month of unposted invoices produces a confidently wrong opening position. If nothing has been posted for over a fortnight, the connection card warns you that anything read will be as out of date as the books are.

What it never does#

  • It never writes to Xero. The integration is read-only.
  • It never changes your model on its own. Every figure it proposes has to be ticked and applied by you.
  • It never overrides your drivers. Your sales, costs and headcount are yours; actuals sit beside them for comparison.