At Capital on Tap we want to be more than just your credit provider, we want to help your business grow by giving you the tools to easily manage your business so you can focus on the activities you love.
We’ve been working hard to make that vision a reality and we’re pleased to announce that from today we have full account integration with Xero! Say goodbye to manually downloading statements to upload them into Xero, now your transactions will automatically be sent to your Xero account making reconciling your expenses so much easier.
This is great! How do I connect?
Connecting your account is simple – just login to your account and head to the new ‘Connections’ tab which is located just above ‘Support’.
Click on the ‘connect’ button next to the Xero icon to login to your Xero account. This will take you to the Xero login page.
Once logged in, connect the business that you wish to link your Capital on Tap account to.
That’s it – just three easy steps and – you’ll be connected! It’s that simple. You should see your transactions made in the last month appear in your Xero account within the next 12 hours.
Oh no, I’m not with Xero – can I connect my transactions?
Soon! Xero is the most popular accounting software with our customers so we wanted to make sure we could help as many people as possible in one go. We know that many of you use other software like Quickbooks, Sage and Freeagent so we’re working really hard to make sure we can also offer these integrations soon!