Data sources
/
Xero

Xero Integration: Financial Data Centralized

Invoices, expenses, and cash flow data sync directly to your data warehouse. Create unified financial reports in Power BI or Looker.

500+
Data Sources
46K+
Metrics
99.9%
SLA
<5 min
Setup
SOC 2
Type II
Why Improvado

Connect Xero to your business intelligence stack

Improvado connects directly to Xero's API to extract financial transactions, invoice data, customer information, and accounting metrics. The integration runs automatically on your schedule, pulling fresh financial data without manual exports or CSV downloads. All revenue, expense, and cash flow data flows directly into your data warehouse. Maintain real-time visibility into your financial performance across all business systems.

Xero Improvado
Snowflake BigQuery Redshift Tableau Power BI AI Agent
46K+ metrics 500+ sources No code Auto-refresh
Your sources
Xero + 500 more
Marketing Common Data Model
Same metrics
Same schema
Any destination
Unified Data

Financial data unified with marketing metrics

Improvado's Marketing Common Data Model normalizes Xero financial data alongside CRM, marketing automation, and advertising platforms. Calculate true customer lifetime value, marketing ROI, and revenue attribution across all channels. Analyze how marketing campaigns directly impact financial outcomes using consistent data formats. Build comprehensive business intelligence that connects marketing spend to actual revenue results.

Use Cases

What users ask their Xero integration

Cross-channel
Calculate marketing ROI by connecting Xero revenue data with advertising spend across platforms
12 hrs → 30 min
Budget optimization
Track customer lifetime value by combining Xero financial data with CRM and marketing metrics
Manual → auto
Executive reporting
Generate executive dashboards combining financial performance with marketing and sales data
8 hrs → 20 min
AI Agent Access

Go beyond dashboards — give your AI agent direct access to ad data

Improvado MCP connects your ad platform data to Claude, ChatGPT, Cursor, and any MCP-compatible AI tool. Read metrics, launch campaigns, monitor anomalies — all through one protocol.

Explore MCP →
Ideate
Launch
Measure
Analyze
Report
Iterate
📖

Read

Pull ROAS, CPA, search terms, geo data — across every account and campaign type. Your AI agent handles the API calls.

🚀

Write

Launch campaigns, pause underperformers, adjust bids and budgets. Every action logged, governed, and reversible.

Monitor

Set up CPA alerts, budget pacing watches, and weekly auto-reports. Problems caught before they eat your budget.

40K+
Harmonized metrics
250+
Governance rules
500+
Connectors
40h+
Saved weekly
Works with Claude ChatGPT Cursor Gemini Any MCP Client
99.9% SLA
Data warehouse
Managed storage
Cross-channel
Deep granularity
Attribution

Extract data from 500+ data sources

Connect and manage all your marketing data sources in one platform, both in the cloud or on-premise.

Load data to any data warehouse

Connect multiple data sources and analyze them as if they were a single database.

Combine, map, and normalize data to produce a comprehensive data set surrounding your marketing activities.

Transform your data without SQL skills

Analyze data in
real-time

You can use it directly with your favorite business intelligence tools, ingest it to econometric models and populate the enterprise data warehouse

Get analysis-ready data for marketing analytics

Get all your data in one place instantly

SOC 2 Type II

Auditing procedure that ensures secure management of data.

HIPAA

Complies with Health Insurance Portability
and Accountability Act (HIPAA)

Improvado is GDPR compliant.
GDPR

General Data Protection Regulation (GDPR) Certified

Improvado is CCPA compliant.
CCPA

Complies with California Consumer Privacy Act (CCPA)

Centralize all your marketing data in one place

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You can analyze data from 500+ data sources

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G2 Crowd logo
Capterra logo

A great customer service that always tries to be helpful with a "how can we make it" approach. They understand your needs, provide all relevant solutions to successfully implement them, and make your job done.

Ahmet Sergen D
Ahmet Sergen D
Regional Digital Manager
Ahmet Sergen D
Regional Digital Manager

A great customer service that always tries to be helpful with a "how can we make it" approach. They understand your needs, provides all relevant solutions to successfully implement them, and make your job done.

If you consider hiring Improvado, you are also a hiring team that supports you to achieve your goals to become a more data-driven company.

Improvado is helping us to aggregate our paid marketing data from multiple channels and present it in a meaningful way. We are more efficient with reporting our campaign results and have better ideas about what's going on easily.

Read the case study
G2 Crowd logo
Capterra logo

Professional, responsive and willing to go the extra mile to help. They are a solution to connect to most advertising platforms and provide a multitude of metrics from these platforms

They are willing to go the extra mile to attend to your query and help to the best they can.

Helping to connect to various advertising platform such as Google Ads, Facebook, DV360, Trade Desk.

They are a solution to connect to most advertising platform and provide a multitude of metrics from these platforms

Read the case study

Frequently Asked Questions

What Xero data can Improvado extract?
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Improvado extracts invoices, payments, expenses, contacts, and chart of accounts data from Xero. This includes transaction details, customer information, tax data, and financial reporting metrics. All data refreshes automatically based on your configured schedule.
How often does the Xero integration refresh data?
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You can schedule updates from hourly to daily depending on your reporting needs. Most clients refresh Xero data daily to capture new transactions and financial changes. The integration runs automatically without manual intervention once configured.
Can I combine Xero data with marketing platforms?
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Yes, Improvado normalizes Xero financial data alongside Google Ads, Facebook, Salesforce, and other marketing platforms. You can calculate true marketing ROI and customer acquisition costs. This enables comprehensive revenue attribution analysis across your entire business stack.
Which data warehouses support Xero integration?
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Improvado loads Xero data into BigQuery, Snowflake, Redshift, and Azure Synapse. You can also connect directly to Tableau, Power BI, or Looker for financial reporting. All destinations receive clean, analysis-ready financial data.
Does the integration require Xero API access?
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Yes, you'll need to authorize Improvado to access your Xero account through OAuth. We guide you through the secure authorization process and handle all API connections. No additional development work is required from your accounting team.
How long does Xero integration setup take?
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Setup typically completes within 1-2 business days after authorization. This includes configuring data extraction, applying transformation rules, and testing destination connections. Your first financial data sync runs immediately after setup validation.