Integrations
Ledgerler + Xero
Xero reconciles continuously through Find & Match rather than a single monthly event, which is a genuinely good habit until the bank feed drops or duplicates a line and nobody notices for a while. Ledgerler adds a deliberate period-end check: export a transaction CSV from Xero, match it against your bank statement, and see exactly what is still open.
As with every integration here, this is a CSV export and import, not a live connection to your Xero organization.
How it works
1. Export a transaction CSV from Xero
From an account's Bank Reconciliation tab or the Account Transactions report, export the period's transactions as a CSV.
2. Export your bank statement
Download the same period from your bank's online portal as a CSV.
3. Import both into Ledgerler
Column mapping is guessed automatically, with toggles for day-first dates and inverted amounts, two common quirks in bank exports.
4. Review what Find & Match missed
Xero's continuous matching is good day-to-day, but statement lines can sit unreconciled for months without a forcing function. Ledgerler's pass-by-pass matching gives you a clean period-end check.
Try it with your own export
No account needed for the free tool: paste or upload a CSV and see what matches.
Xero questions
- Does Ledgerler connect to Xero's API?
- No. There is no live connection or background sync between Ledgerler and your Xero organization. You export a CSV yourself and import it, which keeps the two systems fully independent, nothing in Xero changes as a side effect of running a reconciliation in Ledgerler.
- Why reconcile again if Xero's Find & Match already runs continuously?
- Xero's model has no single end-of-month event forcing a check, so a handful of odd lines can sit unreconciled for a long time without anyone noticing. Running a Ledgerler reconciliation at period end is a deliberate checkpoint: the Xero balance and the bank statement either agree, or you get a specific list of what does not.
- Does this replace Xero bank rules?
- No, keep using Xero bank rules for recurring, predictable lines; they save real time. Ledgerler is for the period-end check and for anything a rule did not catch. The Xero bank reconciliation guide on the blog covers where rules typically go stale.
- Can I reconcile a Xero credit card account the same way?
- Yes. Export the card account's transactions the same way and match them against the card issuer's statement CSV.