Xero Integration
This video provides an overview of the Business Conveyor Belt (BCB) integration with Xero and explains how Xero connects as part of the onboarding process.
Video Link:
What you'll learn:- How BCB connects to Xero
- How the integration is established and synced
- What financial data is synced into BCB
- How BCB surfaces key financial insights
Key data available in BCB from Xero:
- Contacts
- Accounts
- Categories
- Transactions
This integration enables clearer visibility across your financial pipeline and supports better business planning and decision-making.