Windsor integrates your Xero data with Looker Studio, Power BI, BigQuery, Snowflake, Azure SQL, Amazon Redshift, Amazon S3, Google Sheets, Excel, PostgreSQL, MySQL in a few clicks. Connect, analyze, and optimize your financial and marketing performance in one place.
Rating
None
not yet ratedReviews
0
not yet reviewedTry this app
Free trial
availableListed for
1 month
August 2025Overview
Windsor empowers finance teams, accountants, and business owners to turn Xero data into actionable, real‑time insights. Our platform connects directly to your Xero account and integrates with your sales, marketing, advertising, support, and analytics tools—all in one place.
Why Windsor?
- Real-time dashboards display cash flow, income, expenses, and KPIs at a glance. See data with live updates—no manual exports or stale spreadsheets.
- Automated reporting sends scheduled financial and marketing performance reports to your inbox or Slack. Save hours every week.
- Seamless data blending—bring together Xero, Google Analytics, Facebook Ads, Shopify, Stripe, and more. Visualise full customer journeys across platforms.
- No‑code platform—drag, drop, filter your data with ease. Build reports or use pre‑built dashboards—zero technical skills needed.
- True ROI insights—track marketing spend, leads, campaigns, and revenue side‑by‑side. Optimise your budget with data‑driven clarity.
- Secure & compliant—bank‑level security, GDPR‑compliant, SOC2 certified. You control access with granular roles and permissions.
- Scalable for any business—from small startups to multi‑entity enterprises, Windsor adapts to your size and complexity.
Windsor.ai + Xero
Windsor connects seamlessly with Xero to provide secure, automated, real‑time data sync and powerful analytics. This integration meets Xero’s app‑store guidelines and ensures data safety, ease of use, and scalability.
Key integration highlights
- Secure OAuth2 connection – connect to Xero in just a few clicks. No sensitive credentials stored.
- Continuous data sync – transactional and account balances sync automatically, scheduled every 5–15 minutes. No manual refresh.
- Comprehensive data coverage – syncs invoices, bills, payments, contacts, accounts, users, tax rates, bank transactions, and more.
- Unified data model – integrates Xero data with marketing and sales platforms for cross‑platform dashboards.
- Prebuilt template dashboards – finance KPIs, cash‑flow, profit & loss, AR/AP trends, marketing ROI, ad channel performance, and attribution.
- Custom dashboards and filters – choose dimensions, date ranges, segments, and channels. No SQL or coding required.
- Scheduled automated reporting – email PDF or CSV reports and Slack alerts. Daily, weekly, monthly delivery as needed.
- Automatic alert system – alert thresholds for overspend, budget variance, suspicious invoices, missing payments, or unusual transaction volumes.
- User roles & permissions – granular control by workspace, report, or user role (viewer, editor, admin). Audit trail for compliance.
- Data security & compliance – GDPR‑ready, SOC2 certified hosting, encrypted storage, secure API access, data residency in EU and US.
- Support & SLAs – help center articles, guides, live chat, email support. Optional onboarding by our solutions team. Standard SLAs apply.
How the integration works:
- Install Windsor from Xero App Store.
- Authorise access with secure Xero OAuth2.
- Windsor imports historical and future data seamlessly.
- Choose dashboard templates or build your own.
- Optionally connect other data sources.
- Refresh, visualise, schedule reports, and alert your team.
Integration assures continuous, accurate data flow from Xero into Windsor. No need for CSV exports or manual imports. The platform handles duplicates, errors, and data integrity automatically, giving you consistent, reliable insights.
This integration suits any Xero‑user scenario:
- Accountants and bookkeepers delivering financial performance reports to clients.
- Finance teams needing up‑to‑date visibility into cash, sales, and marketing spend.
- Marketing & sales teams linking spend to revenue across channels.
- SMBs and agencies looking for real‑time dashboards to support growth decisions.
Getting started
Ready to unlock your Xero data? The easiest way is to click the Get this app button here in the Xero App Store listing. Windsor will walk you through setup -no coding needed, no CSV uploads. Just click, connect and go.
- Add the app
- Click Get this app on the listing.
- Log into Xero and authorise Windsor with secure OAuth2.
- Windsor connects instantly and begins syncing your data.
- Sync your Xero data
- Initial import runs in the background—includes invoices, bills, contacts, bank transactions, etc.
- Data updates automatically every 5–15 minutes.
- No manual steps; just sit back and see your numbers grow.
- Choose your dashboards
- Pick from prebuilt templates: Profit & Loss, Cash Flow, A/R, A/P, Marketing ROI, Channel Performance.
- Or build your own reports using our drag‑and‑drop interface.
- Connect other data sources (optional)
- Add sales and marketing channels like Google Analytics, Facebook Ads, Shopify, Stripe, and more.
- Easily blend with Xero data for full‑funnel insights.
- Schedule and alert
- Set up automated reports—PDF or CSV—via email or Slack.
- Configure custom alerts for budget overspend, missing invoices, payment delays, and anomalies.
- Invite your team
- Add colleagues.
- Assign viewer/editor/admin roles.
- Securely share dashboards and reports with control and audit logs.
Reviews & ratings
This app has no reviews yet. Log in to leave a review
Additional info
Countries
Australia, Canada, Global, Hong Kong, Indonesia, Ireland, Malaysia, New Zealand, Philippines, Singapore, South Africa, United Kingdom, United StatesLanguages
EnglishSupport
Setup walkthroughContact supportsupport@windsor.aiFollow
TwitterFacebookInstagramLinkedInTry Windsor.ai for free
Although Xero reviews each app in the Xero App Store, we can’t give any guarantees. It’s up to you to assess the performance, quality and suitability of any app before going ahead.