Overview
Manage and monitor your Web3 Finance. Enable financial workflows such as reconciliation, balance calculation, audit and reporting for Web3 assets from on-ramp to off-ramp
TRES Finance Web3 Accounting + Xero
The integration between Tres.Finance and Xero utilizes Xero’s API to streamline financial reconciliation for businesses operating across traditional and blockchain-based financial ecosystems. Through this integration, users can push their blockchain transactions, including payments and receipts, directly into Xero. This simplifies the process of aligning digital asset activity with accounting records, reducing manual data entry and improving accuracy.
By using Xero’s bank transaction, invoice, and bill APIs, Tres.Finance enables users to reconcile cryptocurrency and digital asset transactions alongside fiat transactions within the same accounting platform. This creates a unified financial view, allowing businesses to manage and reconcile all their financial activity efficiently.
Additionally, the integration leverages the Xero API to include key blockchain transaction details, such as wallet addresses, transaction hashes, and timestamps, within Xero records. This enriches financial records with valuable metadata, improving auditability and simplifying compliance reporting. Real-time syncing ensures that once users push data into Xero, their accounting system reflects the latest blockchain transactions.
The integration also allows users to apply custom rules and categorization to their transactions, helping them tailor the reconciliation process to their specific business needs. This ensures that workflows are efficient, and transactions are categorized accurately.
Tres.Finance’s use of the Xero API bridges the gap between traditional accounting systems and blockchain finance, helping businesses achieve faster reconciliation, better accuracy, and greater transparency in their financial operations.
Getting started
Connecting your TRES workspace with Xero is straightforward. Follow these steps:
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In the TRES web console, navigate to the sidebar and click Integrations. Go to the All integrations tab. Locate the Xero card and click Connect.
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On the Xero login page, enter your email and password, then click Log in.
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If prompted, authorize TRES to access your Xero data by clicking Allow access. Once completed, you will be redirected back to the TRES console.
To confirm the connection, check that:
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The Integrations > Xero Integration option is visible at the top of the screen.
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The name of your organization and email address appear on the right-hand side.
Now that your XERO and TRES accounts have been connected you can directly access your XERO Chart of Accounts from TRES and sync your TRES entries into XERO.
