Xero
Coming soonInternational alternative to QuickBooks; same rollup targets.
How Xero composes with Merkava.
- Full ledger sync. Invoices, bills, and bank feeds roll into the Portfolio view. Multi-currency handled natively.
- Entity-aware. Several Xero orgs under one Merkava account? Each keeps its own P&L; rollups stack cleanly.
- Month-end assist. Flags Merkava revenue events that don't yet have a matching Xero invoice.
On the roadmap.
Xero is planned but not yet scheduled. The roadmap follows what operators actually need — the more requests, the sooner it ships.
Want Xero sooner? Let us know.
Xero integration — questions, plainly answered.
Does the Xero integration cost anything extra?
Free with any Merkava plan. Xero's own subscription applies separately. The integration itself ships free with Merkava; you don't pay per event, per record, or per sync.
Which Merkava Drives use Xero?
FINANCE (auto-activates at $3K MRR). The integration is shared across these Drives — connect Xero once and any Drive that needs finance data has it.
How does authorization work?
OAuth 2.0 via Xero's app marketplace; scoped to one Xero organisation. Merkava never sees your password — you authorize through Xero's standard auth flow and revoke access from your Xero account at any time.
What Xero permissions does Merkava request?
accounting.transactions, accounting.contacts, accounting.reports.read, offline_access. We request the minimum scopes needed for the use case; nothing broader than what's required to pull P&L, balance sheet, AR aging, and cash position into Merkava's FINANCE Drive — the alternative to QuickBooks for non-US operators. Operators see and approve the exact scope list at install.
Is the integration two-way?
Mostly inbound. Merkava reads accounting data; the only outbound action is creating invoices/expenses when the FINANCE Drive proposes them and the operator approves.
Does this work with Xero's free tier?
No — Xero requires a paid subscription. The integration works with all Xero tiers (Starter, Standard, Premium).
Can I disconnect at any time?
Yes. Settings → Integrations → Xero → Disconnect in Merkava, or revoke the authorization from your Xero account directly. Disconnect stops sync immediately. Data already pulled into Merkava remains in your tenant; you can purge it from Settings → Data → Purge Integration Data if you also want it cleared.
What happens to my Xero data if I cancel Merkava?
Your Xero data stays where it is — Merkava only stores a synced copy for the Drives that need it. Cancellation lets you export your tenant's data (Settings → Data Export) and the synced copy is deleted at the end of your billing period. The original Xero account is unaffected.