You’re on the New Zealand site
  1. Home
  2. Franchise
Collately integrates Xero with Google Sheets. Main features are download and upload between multiple Xero organisations and Google Sheets, schedule downloading, bank feeds with AI categorisation for multiple organisations, bank statement PDF converter and prebuilt financial analysis.

Overview

Collately integrates Google Sheets with accounting softwares including Xero and bank accounts using open banking.

Collately helps transforming working with multiple Xero organisations like working with different departments in one corporate. This includes consolidating, downloading, uploading and schedule automatic download from/to Google Sheets. Users have options to use prebuilt financial analysis and reporting or could use downloaded data to create custom reporting.

Collately also provide bank statement PDF conversion, bank feeds and automatic categorization of bank transactions.

Collately helps analysts, accountants and advisors to download, upload, consolidate and analyse multiple clients in one-go. Collately could also work for organisations with multiple Xero entities to consolidate, analyse and report.

Explore all features of Collately
Collately
Play Video
, opens in a dialog

Collately + Xero

Collately integrates with accounting softwares including Xero and and bank accounts using open banking. Collately also provide automatic categorization of bank transactions and prebuilt financial analysis of multiple financial analysis.

  • Consolidate financial data from multiple organisations in different accounting softwares
  • Schedule to have financial data flow into Google Sheets automatically
  • Download bank transactions to upload into accounting softwares
  • Apply bank transaction AI categorisation to bank transactions of multiple organisations at the same time
  • Convert bank statement PDFs
  • Provide automate analysis on multiple organisations' performance into Google Sheets
  • Upload journals, contacts, invoices and other information to multiple organisations in different accounting softwares

Reviews & ratings

This app has no reviews yet.  Log in to leave a review

Additional info

Shared data

Xero
Collately
Tracking Categoriesshared from Xero to Collately
Reportsshared from Xero to Collately
Manual Journalsshared from Xero to Collately and from Collately to Xero
Journalsshared from Xero to Collately
Invoicesshared from Xero to Collately
Contactsshared from Xero to Collately
Bank Transactionsshared from Xero to Collately
Accountsshared from Xero to Collately and from Collately to Xero

App details

Added in 2022

Countries

Australia, Canada, Global, Hong Kong, Indonesia, Ireland, Malaysia, New Zealand, Philippines, Singapore, South Africa, United Kingdom, United States

Languages

English

Support

Setup walkthroughContact supportsupport@collately.co
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.