Note: You will be required to provide your Xero login credentials when you connect so please have these to hand before you start the process.
To connect Funancial to a Xero organisation
- Go to app.funancial.com
- Log into your Funancial account
If no Xero organisations have been connected, your first screen will begin the connection process and provide you with instructions on how to complete the connection for your first organisation.
If you already have existing Xero organisations connected and would like to additional organisations to r your account:
- On the upper left (underneath the Funancial logo) click on the name of the company currently active
- Select Connect
- Follow the on screen instructions to connect your next organisation to your account