Once you've signed up, created your workspace, and connected a first bank account, you can easily enable the Xero daily sync. Simply go through the steps below or follow along the video.
1. Invite the Sway Bot
Go to "Settings" from your Sway dashboard
Select "Collaborators" from the menu
Click the button to Invite the Sway bot to your workspace
You will be notified by e-mail when the Bot was successfully enabled
2. Configure Xero Access
Open Xero and click the menu button at the top left
Navigate to "Settings" → "User"
Send an invitation to: bot@swayup.io with "Business and Standard Accounting" rights
Your benefits
Once setup is complete, you'll benefit from:
Automatic daily transaction sync between your Swiss bank accounts and Xero, each business day
Real-time reconciliation capabilities that keep your books balanced
Up-to-date accounting records reflecting your current financial position
Streamlined financial management that reduces manual work
On top of that, you can easily invite collaborators to your Sway Finance workspace to easily manage bills and invoices, submit payments to your banks and automate your cash management and accounting processes.
Complete setup takes 5-10 minutes and only needs to be done once. Your financial data will then flow seamlessly and securely between platforms.
