Xero

Headroom connects to each Xero organisation with an OAuth grant that an administrator approves and can revoke at any time from Xero itself. Invoices, bills, repeating transactions and reconciliation status are read every hour. The grant is read-only, and the list of connected organisations, with the person who approved each one, is visible on the Security page so an auditor can check it in a minute. Each organisation is listed with its own last sync time.

For small entities in a larger group, such as a regional sales company that keeps its books in Xero, this brings them into the consolidated forecast without asking them to change tools. Each organisation maps to one entity with its own base currency, so a sterling ledger for Orvane Ltd stays in pounds and converts only in the group view. Unreconciled bank lines are shown as such, never counted twice.