Connect Xero
1. Open Settings → Connections → Xero. 2. Connect and approve access in Xero. 3. Select the organisation and bank accounts to sync. 4. Run sync from Connections or the Xero transactions flow.
Synced rows are annotatable only: you can set category and notes, not rewrite bank amounts. Soft-deleted rows stay deleted on re-sync.
CSV import and Xero sync require a plan with automations (Bronze or above). Free accounts see a lock state with a link to Plans.