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Frequently asked questions
The confidential nature of discussions and engagements with financial institutions is of paramount importance to Xero, and we’ll enter into a mutual NDA before any in-depth discussions.
Protection of customer data
Xero are committed to the security of your customer data and provide multiple layers of protection for the personal and financial information you trust to Xero. To help you understand how Xero protect and secure data, we encourage you to read the policy on security at Xero. It includes the option to request Xero’s Service Organization Control (SOC 2) report for formal reviews of compliance obligations and for evaluating controls relating to security, availability and confidentiality.
Data feed coverage, quality, and onboarding automation
Xero are responsive to your expectations around access to their data. Xero know they’re demanding frictionless, up-to-date access to all of their bank transactions. So Xero work with the banking partners to build accurate, consistent, quality data feeds for all bank account products via an easy automated online setup process. Discussions about how Xero can help you meet customer expectations will be core to our engagement with you.
An open non-exclusive approach
Removing the friction between small businesses and financial institutions means not limiting the choices available to our small business customers.
Bank feeds: We want to offer our customers direct bank feeds from any bank with a simple on-boarding process, so bank feeds are not exclusive – in fact we currently integrate with over 100 banks globally.
Financial services innovations: Many banks are moving beyond bank feeds to faster, automated, safer payments services for small businesses and simpler processes for accessing capital. Whilst no two solutions in a market are identical, we can’t guarantee product exclusivity.
The main difference between the two is that standard does not offer foreign currency functions whereas premium does.
When you sign up Xero through us we offer helpline* services to value add your experience with Xero. Some examples of such questions raised could be the understanding of certain functions in Xero.
*Limit to 120 mins/mth helpline on Xero
There is no difference in pricing when you sign up Xero through us or through Xero. However, when you sign up through us we offer services at no additional cost to value add your accounting experience with Xero.