Overview
Coupler is built for accountants, bookkeepers, analysts, and finance teams who want reliable, automated reporting without the limitations of manual exports or fragile spreadsheets.
By connecting Xero with spreadsheets, business intelligence platforms, and data warehouses, Coupler gives teams a scalable way to automate financial reporting, consolidate multiple Xero organizations, and build decision-ready dashboards.
Whether you are working with multi-entity accounting, preparing monthly board packs, or analyzing budgets versus actuals across departments, Coupler eliminates repetitive work with features designed for fast and accurate reporting:
• Automated Data Pipelines — Sync Xero data into Google Sheets, Microsoft Excel, BigQuery, Looker Studio, and Power BI on a fully automated schedule. • Multi-Entity Consolidation at Scale — Combine multiple Xero organizations into one model for consolidated Profit and Loss, Balance Sheet, Cash Flow, and operational reporting. • Custom Financial Models and Dashboards — Build tailored reports using raw tables or pre-modeled structures for forecasts, scenario planning, and investor reporting. • Cross-Platform Financial Intelligence — Blend Xero with systems such as Shopify, QuickBooks, HubSpot, Stripe, or advertising platforms to connect financial performance with revenue-driving metrics. • Multi-Currency Support — Consolidate entities using different currencies and automate currency conversion for accurate global reporting. • Secure and Reliable Automation — No formula maintenance, no manual refresh buttons, and no risk of overwriting. Every report updates automatically on schedule.
Coupler transforms Xero reporting into a repeatable and scalable process. Data flows automatically, consolidation runs without effort, dashboards remain accurate, and finance teams can spend time interpreting results rather than gathering numbers.
Coupler.io + Xero
With the Xero integration by Coupler you can automate exports of raw accounting data and financial reports.
📋 Reports available for export • Aged Payables by Contact • Aged Receivables by Contact • Balance Sheet • Bank Statement • Bank Summary • Budget Summary • Executive Summary • Profit and Loss • Trial Balance
These exports are ideal for sharing information with stakeholders. For example, you can sync Xero data into Google Sheets and give view access to your accounting information without downloading files manually.
💰 Accounting data available for export • Accounts • Bank Transactions • Bank Transfers • Branding Themes • Contact Groups • Contacts • Credit Notes • Currencies • Employees • Expense Claims • Invoices • Items • Journals • Linked Transactions • Manual Journals • Organization • Overpayments • Prepayments • Payments • Purchase Orders • Receipts • Repeating Invoices • Reports • Tax Rates • Tracking Categories • Users
Coupler also allows you to create custom reports based on Xero data. You can shape the export using filters, column management, and other built-in transformation options.
📚 You can merge data from multiple Xero organizations or combine Xero data with other business systems to build aggregated reports.
Create reports in the destination of your choice • Spreadsheets — Microsoft Excel and Google Sheets • Business intelligence tools — Looker Studio, Power BI, Tableau, Qlik • Data warehouses — BigQuery, Amazon Redshift, PostgreSQL • Other supported destinations — Monday and JSON • AI destinations — Claude and ChatGPT for conversational insights and automated financial summaries based on Xero data
Pricing plans
This app includes a free 7 day trial
Free
- 1 account
- 1 user
- 1 data source
- 1 data destination
- 100 rows/run
- Manual data refresh
Starter
- 3 accounts
- 1 user
- Unlimited data sources
- 1 data destination
- 5000 rows/run
- Daily data refresh
- Data transformations
- Custom formulas
- Dashboard templates
- AI insights
Active
- 15 accounts
- Unlimited users
- Unlimited data sources
- 3 data destinations
- Unlimited data volume
- Daily data refresh
- Data transformations
- Custom formulas
- Advanced templates
- AI insights
Pro
- 50 accounts
- Unlimited users
- Unlimited data sources
- Unlimited data destinations
- Unlimited data volume
- Hourly data refresh
- Data transformations
- Custom formulas
- Advanced templates
- AI insights
- Account manager
Business
- Custom accounts
- Unlimited users
- Unlimited data sources
- Unlimited data destinations
- Unlimited data volume
- 15-minute data refresh
- Data transformations
- Custom formulas
- Advanced templates
- AI insights
- Account manager
- Enterprise SLA
Getting started
You can start using the Xero integration by Coupler for free. To connect Xero with your chosen destination, complete three simple steps:
🔌 Step 1 — Collect Xero data
Select Xero (for exporting accounting data) or Xero Reports (for exporting financial reports) as the source and choose the destination you want to load data into. Connect and authorize your Xero account, then select the specific tables or reports you want to export.
⚙️ Step 2 — Transform data
Coupler loads a preview so you can prepare the data before export. You can: • Rename, rearrange, hide, or add columns • Apply filters and sort your data • Create custom calculated columns • Merge data from several Xero organizations or other connected apps
💾 Step 3 — Load data and schedule refresh
Continue to the destination setup and follow the instructions to load Xero data into your selected platform. Enable automatic data refresh and set the schedule to keep your data up to date without manual exports.
🚀 Once the importer is running, Coupler automatically updates your destination on the schedule you specify — ensuring you always work with current Xero data.
Reviews & ratings
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Most recent reviews
Good Platform
Great to import Xero data into Gsheets
Response from Coupler.io
Simple and reliable solution to fetch Xero data
Response from Coupler.io