Live Xero Integration

Live financial visibility powered by Xero.

WorkUp connects to Xero and turns reconciled financial data into estimated tax, super and cashflow visibility - automatically.

Xero

Xero

Reconciled data

WorkUp

WorkUp

Obligation & cashflow visibility

Why it matters

Accounting reports explain the past.

Businesses need visibility into what's happening now, but the gap between reconciliation and action is where cashflow problems build up. WorkUp helps close that gap using reconciled Xero data.

How it works

Three steps. Fully automated.

1

Connect Xero

Securely connect your Xero organisation in minutes.

2

Transactions reconcile

As bookkeeping occurs inside Xero, WorkUp automatically refreshes obligation calculations and cashflow visibility.

3

Visibility updates

GST, PAYG, super and cashflow visibility are automatically refreshed as Xero reconciliations occur.

Capabilities

Xero data turned into operational cashflow visibility.

Reconciled data retrieval

WorkUp reads the financial data required to calculate estimated obligations and provide cashflow visibility.

Reconciliation-aware updates

As transactions are reconciled in Xero, WorkUp automatically refreshes obligation calculations and visibility.

Tax and super visibility

Xero data powers estimated GST, PAYG and super calculations through the WorkUp Obligation Engine™.

Automation-ready infrastructure

Updated obligation calculations help power Automation Rules automatically.

One connected operational view

Obligations, cashflow visibility, Automation Rules and spending controls in one place.

No manual data entry

Continue using Xero as you do today. WorkUp automatically uses reconciled Xero data to support visibility and automation.

The difference

Traditional accounting vs Live Xero Integration.

Traditional
WorkUp
Financial reports reviewed after the fact
Visibility refreshed as Xero reconciles
Tax obligations understood later
Estimated GST, PAYG and super obligations continuously updated
Manual spreadsheets and calculations
Obligation calculations powered by Xero data
Cashflow problems discovered too late
Better visibility before problems build up
Accounting data disconnected from day-to-day decisions
Financial data connected to operational decisions

Turn Xero data into cashflow visibility.

WorkUp helps businesses understand obligations, organise funds and monitor cashflow using reconciled financial data from Xero.

Important: Xero remains the source of truth. Obligation calculations are estimates based on information available within your Xero organisation. The accuracy of calculations depends on the accuracy and timeliness of data recorded and reconciled within Xero.