What it does in ClientPulse: Reads your agency's own books in Xero to surface AR aging, recurring revenue (MRR), and runway — the same agency-ledger story as QuickBooks Online, for firms that run on Xero instead.
Status: Coming soon. The catalog card and signal definitions exist, but there is no automated connection yet. Tell us this is a deal-breaker (support@helloaurora.ai) and we'll prioritise it.
Tier: Likely Pro+ when shipped.
Per-agency: One Xero organisation per ClientPulse workspace (agency-side books).
Before you start (prerequisites)
- Account requirement: A Xero subscription (any tier with API access).
- You'll need adviser or standard+ access to the Xero organisation to authorise the connection.
- Cost: Xero plans start around $20/month — see https://www.xero.com/pricing. Free on ClientPulse's side.
Step-by-step setup
Setup steps will appear here once Xero ships. The flow will mirror the other OAuth integrations:
1. In ClientPulse, click Connect Xero on
/dashboard/integrations/sources.2. You'll be sent to Xero's authorization screen. Sign in and pick the organisation to connect.
3. Review and accept the requested read scopes (accounting transactions, invoices, contacts).
4. Xero redirects you back to the Sources page with the connection live.
What you'll be able to do with it once connected
- See agency AR aging, MRR, and runway signals on your own dashboard.
- Surface overdue-invoice risk per client alongside email and project signals.
- Run the same revenue-health view as QuickBooks firms, on your Xero data.
Common pitfalls (anticipated)
- Pitfall: Connecting the wrong Xero organisation (you manage several). Fix: Xero's picker shows every organisation you can access — choose carefully. We'll surface the organisation name on the connected card.
- Pitfall: Insufficient role to authorise the app. Fix: You need standard access or above (advisers qualify) on the organisation to grant API access.
Restrictions (anticipated)
- Read-only. ClientPulse will not create or edit invoices, payments, or ledger entries.
- One Xero organisation per ClientPulse workspace for agency-side books.
Status — what's blocking this
Xero is on the roadmap alongside QuickBooks Online. If it's a must-have for your firm, email support@helloaurora.ai — every request moves it up the queue.
Need help?
Email support@helloaurora.ai — and let us know Xero matters to you.