How Report Pilot works with Xero

Report Pilot is an add-on for Xero that helps you stay informed about your business finances with automated weekly email summaries.

Secure, read-only connection

We take security seriously. Here's how we keep your Xero data safe.

OAuth 2.0 Authentication

Uses Xero's official authentication—the same secure method all Xero apps use.

Read-Only Access

We never modify, create, or delete anything in your Xero account.

API Best Practices

Follows Xero's API guidelines and security standards.

Disconnect Anytime

Revoke access from Xero settings at any time. Your Xero data is unaffected.

What data we pull from Xero

What we access

  • Profit & Loss reports
  • Balance Sheet data
  • Bank account balances
  • Aged Receivables and Payables
  • Transaction history for trend analysis

What we DON'T access

  • We don't see or store passwords
  • We can't create or edit invoices
  • We can't modify transactions
  • We can't access payroll data
  • We can't change any settings

Why connect Report Pilot to Xero

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Keep using Xero as normal

Your Xero workflow doesn't change. You still create invoices, reconcile banks, and manage your accounting in Xero.

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Get weekly insights automatically

Instead of logging into Xero to check your position, we email you summaries every Monday.

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Share with your team

Your accountant keeps their Xero access. You can also send weekly emails to partners or co-founders.

What happens to my data if I disconnect?

If you disconnect Xero or cancel Report Pilot, we stop syncing new data. Your Xero account is completely unaffected—it continues working normally. Historical data in Report Pilot becomes read-only until you reconnect.

Your Xero data stays in Xero. Always.

Ready to get more from your Xero data?

Try Report Pilot for $1 and see your first weekly email this Monday.

Start $1 Trial

Works seamlessly with your existing Xero account. Cancel anytime.