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Xero overview

Summary view of the Xero connection flow and available support

What happens to my data?

To learn more about the technology employed to access your data and how it's used, check How we use your data.

Your financial institution has requested to view, create or modify your business's financial data via your Xero account. This is needed to deliver financial services to you. You will follow a secure connection flow to establish a digital link to your Xero account.

Check your software plan or version​

If you need to check the plan or version of the accounting software you are using, follow these steps in Xero:

  1. Log in to your Xero account.
  2. Click your organization's name, then select My Xero.
  3. In My Xero, select the Subscriptions tab.
  4. Locate your organization, click the triple-dot menu, and select View subscription.