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Xero

Overview

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
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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
  • Send custom authenticated API requests

Supported Resources

  • Financial Accounts
  • Chart of Accounts
  • Customer Contacts
  • Supplier Contacts
  • Invoices
  • Invoice Notes
  • Payments
  • Payment Histories
  • Products
  • Service Items
  • Item Histories
  • Contact Histories
  • Attachments
  • Connected Organizations
  • Accounting Record Changes
  • Webhook Events

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