What the Board reads from Xero
Read-only: cash, aged receivables and payables, invoices, bills, P&L and, if you use tracking categories or projects, margin by job or category. The Board never posts, reconciles or pays.
What Xero doesn't do
It doesn't track licences, tickets, insurance or plant dates, and it can't chase a debtor in your words; the register and the Money view sit beside it.
How it fits
Nothing replaces your tool and nothing writes into it. The register holds the dates it doesn't; the Business Brain holds the procedures; the Board reads its exports or API and puts them beside cash and compliance on one page, with a morning check. If a connection isn't available on your plan, the Snapshot says so before anything is promised.
Automations that use Xero data · Get a price →
Other tools: MYOB · QuickBooks Online · ServiceM8 · Tradify · Simpro · AroFlo · Cliniko · Halaxy · Square · Lightspeed · Mindbody · FareHarbor and Rezdy
Written by Christian Stewart, Stewart Systems, Wollongong. Published 2026-09-29. Records and flags, not legal, WHS or insurance advice; rules change, check the regulator for the current one.