Overview
Synkli is committed to supporting accountants in optimizing their client management workflows.
Our integrated solutions facilitate efficient client management, seamless communication, and insightful reporting and analytics, enabling accountants to deliver proactive, data-driven advice and guidance to their clients.
We envision a future where financial management is transformed through cutting-edge innovation and automation, empowering users worldwide to achieve exceptional financial clarity, efficiency, and agility. Our goal is to craft an intuitive, seamless platform that streamlines financial processes and fuels sustainable growth for businesses and individuals alike.
Synkli + Xero
Connect your Synkli account with your Xero Account
Synkli and Xero can work together seamlessly! Connecting your accounts takes about a minute and lets you automatically send your data to Xero. This saves you time and ensures your accounting software is always up-to-date.
How you data is used
We understand your data is important, that's why we only access what you explicitly allow. We keep your information safe and never modify it. Plus, you're in control – you can easily disconnect or revoke access anytime.
Here's the best part: once connected with auto-publishing turned on, your Synkli client data automatically syncs with your Xero Contacts, and vice versa! Changes made on Synkli client profiles will also update your Xero account. Don't worry, you can turn off auto-publishing whenever you like.
Pricing plans
Synkli Free Access
- Unrestricted access to Synkli
Getting started
How to connect
To initiate the software connection, simply click the "Connect" button in your Synkli account.
This action will redirect you to Xero's platform, where you'll be prompted to login securely
Upon logging in, choose the organization to which you wish to authorize access for Synkli.
Depending on your Xero security settings, you might be prompted to authorise Synkli to access your Xero data.
If you see this screen, simply follow the on-screen instructions to grant access.
That's it! Once you've completed these steps, your Synkli and Xero accounts will be connected.
