Connect Xero with K2 GRC to integrate accounting and financial information with governance, risk, and compliance workflows. Xero is a cloud-based accounting platform that helps organizations manage invoicing, payments, financial accounts, contacts, and everyday business finances. The integration enables K2 GRC to retrieve and manage financial accounts, contacts, invoices, payments, and product information while monitoring new and updated accounting records. Organizations can use these capabilities to support financial control assessments, streamline vendor risk management, improve audit preparation, and connect financial activity with broader governance and compliance processes. Automated record monitoring and webhook notifications can also initiate workflows when supported accounting information changes.
Top Capabilities
Synchronize accounting and financial information with K2 GRC
Create, retrieve, update, and archive financial accounts
Create and manage customer and supplier contacts
Create, retrieve, and manage invoices
Retrieve payment records and payment histories
Record invoice payments and reverse existing payments
Create and manage products and service items
Access financial record histories and supporting attachments
Monitor new and updated accounting records automatically
Connect financial activities with risk assessments, audit preparation, and compliance workflows
Supported Automated Tests
Create new financial accounts
Retrieve individual financial accounts
List available financial accounts
Update existing account information
Archive or delete supported accounts
Create new customer and supplier contacts
Retrieve individual contact records
List and filter contacts
Update existing contact information
Archive contact records
Retrieve contact history
Create new invoices
Retrieve individual invoices
List and filter invoices
Delete supported invoices
Void approved invoices without applied payments
Send existing sales invoices by email
Add notes to invoice histories
Retrieve individual payment records
List and filter payments
Retrieve payment histories
Record payments against existing invoices
Reverse existing payments
Create new products and service items
Retrieve individual items
List and filter items
Update existing item information
Delete supported items
Retrieve item histories
Add notes to item histories
Upload attachments to supported accounting records
Retrieve existing attachments
Retrieve connected Xero organizations
Detect new and updated accounting records on a configured schedule
Receive notifications through configured webhooks
Trigger downstream workflows when supported financial records change
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