Xero Integration
Invoicing patterns, bill management workflows, and financial process analysis.
Overview
Analyze Xero financial workflows including invoicing patterns, bill management, and reconciliation processes. Corvana identifies operational inefficiencies in your financial operations.
Prerequisites
- Xero admin or owner access to authorize the OAuth connection
- A Corvana Assess account with an active assessment engagement
OAuth Scopes
Corvana requests the minimum necessary permissions — always read-only. The following scopes are requested during the OAuth authorization flow:
| Scope | Access Level |
|---|---|
accounting.read | Read-only |
Data We Collect
Corvana collects only structural metadata — never content, PII, or sensitive data. The following data points are analyzed:
- Invoice lifecycle timestamps
- Bill approval patterns
- Reconciliation frequency
- Contact interaction distribution
- Report generation cadence
Data We Never Collect
To protect your privacy and security, the following data is explicitly excluded from collection:
- Never: Financial amounts
- Never: Bank account details
- Never: Contact PII
- Never: Tax information
- Never: Payment credentials
Setup Steps
Step 1: Navigate to Integrations
From your Corvana Assess dashboard, open the left sidebar and click Integrations.
Step 2: Connect Xero
Find the Xero card and click Connect Xero. This initiates the OAuth flow.
Step 3: Authorize Access
Review the requested permissions on Xero's authorization page and click Allow. Corvana requests read-only access only.
Step 4: Verify Connection
Return to the Corvana dashboard. The Xero card should now show "Connected" with a green indicator. Data collection begins within minutes.
Disconnecting
You can disconnect Xero at any time from the Integrations dashboard. Click the connected Xero card and select Disconnect. All collected metadata is permanently deleted within 24 hours. You can also revoke access directly from Xero's admin panel.
Troubleshooting
The Xero connection shows "Disconnected"
Try reconnecting from the Integrations dashboard. If the issue persists, check that your Xero admin has not revoked the OAuth authorization.
I don't see any data after connecting
Data collection typically begins within 5-10 minutes. If no data appears after 30 minutes, check your connection status and ensure the account has the required permissions.