Connect Xero
Authorize or configure Maven from the Data Sources screen, then pick the account and workspace to sync.
Billing & revenue integration
Xero reporting & finance
Connect Xero with tenant credentials and bring finance records into Maven reporting.
What you can do with Xero in Maven
Maven supports Xero reporting through tenant-scoped access credentials for invoices, payments, and account records. Use Xero beside commerce, CRM, and paid media sources so finance context can be reviewed with growth and revenue activity.
How it works
Connect Xero, then map the first workflow
No SQL, no warehouse setup, no data engineer. Connect the source, then Maven models the fields needed for the first trusted workflow.
Maven syncs and models the data
Maven pulls the available Xero source data (3 objects) and keeps it ready for governed reporting as semantic coverage expands.
Report, ask, and automate
Ask questions in natural language with the Maven agent, drop the metrics into dashboards, set alerts on what matters, and schedule deliveries to your team.
What Maven syncs from Xero
InvoicesPaymentsAccounts
Works well with
Report Xero alongside the rest of your stack
FAQ
Xero reporting questions
Can I combine Xero with other data sources?
Yes. Xero reports alongside sources like HubSpot, Shopify, Google Analytics 4 and Google Ads. Maven models every source into one governed layer, so you can blend them in a single dashboard, report, or question.
What Xero data does Maven sync?
Maven syncs invoices, payments and accounts from Xero.
How often does Xero data sync to Maven?
Maven keeps Xero data on scheduled refreshes after the source is connected, with sync status visible in the workspace before reports are shared.
Is my Xero data secure with Maven?
Yes. Maven encrypts integration credentials and tokens, scopes access to the workspace, and uses the connection only to sync the reporting data needed for governed analytics.
Ready to make client reporting easier to run, and easier to defend?
Bring one recurring report, disputed metric, or client workflow. We'll show where the time goes, what can be trusted now, and how Maven would improve it.
We'll review the workflow behind one client report
You'll see what Maven can own across data, QA, and delivery
No pitch deck. No pressure. 20 minutes.
