Integration

Nella for Xero

Ask your Xero numbers in plain English.

Get my free Nella Score See how it works

At a glance

Connects through
Xero’s own secure sign-in
Your books
Change only with your permission
Available on
Every plan, including the free trial
Free trial
60 days, no card

Read-only by default · how Nella handles your data

How does Nella work with Xero?

Nella connects to Xero through Xero’s own secure sign-in, then answers plain-English questions about your live figures — cashflow and runway, debtor and creditor days, VAT and tax dates, profit and margin. It reads your Xero data. Nothing in your books changes unless you give permission in Nella.

What it reads

What Nella reads from Xero

  • Monthly profit and loss, by section and by account
  • Balance sheet, trial balance and your full chart of accounts
  • Receivables and payables position, with debtor and creditor days
  • Sales concentration — how much of your income sits with one customer
  • Supplier concentration on the purchase side
  • Bank feed coverage, so gaps in reconciled data are visible rather than silent
  • Organisation settings, including your VAT registration status and year end

Nella reads what is recorded in Xero. If invoices are unentered or the bank feed is behind, the figures reflect that — the same as any report you would run yourself. Nella flags the gaps it can see in feed coverage, but it cannot infer transactions that were never entered. One Xero-specific limit worth knowing: manual journals are not currently readable on this connection tier, so transaction-level detail is built from bank transactions and invoices. Reported totals are unaffected.

In practice

Questions you can ask

  • “How much cash will I have at the end of next month?”
  • “Which customers owe me the most, and how late are they?”
  • “What is my gross margin this quarter versus last?”
  • “When is my next VAT return due, and what period does it cover?”
  • “Has anything unusual gone through the accounts this month?”
  • “How much of my revenue comes from my biggest customer?”

Nella provides financial information and education, not accounting or tax advice.

Setup

How to connect Xero

1 · Sign in to Xero

You are sent to Xero’s own secure sign-in. Nella never sees or stores your Xero password.

2 · Grant access

Choose the organisation to connect and approve access. Nothing in your books changes unless you give permission in Nella.

3 · Get your Nella Score

Nella reads your live figures and builds your free Nella Score and first insight pack while you wait.

The boundary

What Nella cannot do in Xero

There is a fixed list of things Nella does not do in Xero — not as a setting you could change, but because the permission is never requested.

  • Create, edit, void or delete invoices, bills, credit notes or journals
  • Reconcile bank transactions or change how anything is coded
  • File a VAT return, or submit anything to HMRC or Companies House
  • Move money, pay a supplier or set up a payment
  • Change your chart of accounts, settings or user permissions

More detail on the security and data page.

See it on your own Xero figures

Connect securely and get your free Nella Score in minutes. Free for 60 days, no card.

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FAQ

Questions about Xero and Nella

Does Nella need write access to my Xero account?
Not today. Nella reads your Xero data, and nothing in your books changes unless you give permission in Nella.
Will Nella change anything in my Xero books?
No. Nella does not create, edit, void or delete invoices, bills, journals or bank transactions unless you give permission in Nella, and it cannot reconcile or recode anything. It reads your figures and answers questions about them.
How do I disconnect Nella from Xero?
Revoke access from Xero’s own connected apps settings, exactly as you would for any other connected application. Nella loses access immediately, and you can ask for your data to be deleted at the same time.
Does Nella work with multiple Xero organisations?
You choose which organisation to connect when you grant access. If you run more than one, connect the one you want Nella to answer about.
Is my Xero data used to train AI models?
No. Your figures are never used to train AI models. They are used to answer your questions and build your insight pack, and nothing else.
Can Nella tell me what to do about my numbers?
No. Nella provides financial information and education, not accounting or tax advice. Nella shows you the numbers. When a question needs professional judgement, such as a filing or a tax decision, Nella says so and points you to a qualified accountant.

See it on your own Xero figures.

Connect securely and get your free Nella Score in minutes. No card required.

Get my free Nella Score

Nella provides financial information and education, not accounting or tax advice. Regulated accounting and advisory is provided by our partner practice, AccTek Ltd, under a separate engagement.