OCTA Flow + Xero: Run Your Firm's Work on Xero Data
The short answer: OCTA Flow connects natively to Xero, pulls each client's bank feeds, ledger, and reports, and runs the recurring accounting work — reconciliation, month-end close, financial statements, management reporting — as AI-driven engagements. The work runs on your real Xero data, every action is logged, and a partner signs off before anything is final.
What you can automate in Xero
The Xero jobs that repeat every month across your client base are the ones Flow handles best:
- Bank reconciliation — Flow reads the Xero bank feed and ledger, matches transactions, and surfaces only the unmatched items by severity.
- Month-end close — the close checklist runs as a tracked engagement, step by logged step.
- Financial statement preparation — Flow assembles the P&L, balance sheet, and cash flow from Xero data into review-ready statements.
- Management reporting — Flow builds the recurring management report pack, with commentary drafted from the period's numbers.
How the Xero connection works
In Settings → Integrations, you authorize Xero through its standard OAuth flow — you sign in to Xero and grant access, and Flow never sees or stores your Xero password. Once connected, Flow reads the bank feed, chart of accounts, ledger, tracking categories, and standard reports directly, so there's no manual export. If a client keeps multiple Xero organizations, you authorize each one and Flow runs against the right entity per engagement.
Write-back is deliberate. Flow proposes adjusting journal entries and reconciliations; it does not post them to Xero automatically. You review each proposed entry and post it in Xero yourself. Nothing reaches the client's ledger without a human decision.
Control and audit trail
Every engagement runs Collect → Build → Run → Review → Sign off. Flow logs each action as it works, and Quality Gates check the output before it reaches your review queue. Findings are ranked Critical / High / Medium / Low, and sign-off is blocked while a Critical finding is open. When you approve, the engagement locks with a record of who approved what and when. The AI does the work; your partner keeps the judgment and the signature.
Why firms on Xero choose Flow
Xero's reconciliation suggestions and bank rules are good at proposing matches line by line — but you still drive, and you still assemble the workpaper by hand. Flow runs the whole task and hands back a review-ready output. It's not another rule set: it's an AI workspace that already knows your firm's procedures through reusable Skills, runs them at a consistent standard across every Xero client, and leaves an audit trail. In independent scenario testing across 200+ accounting tasks, Flow scored 83% — 2.5× the nearest AI tool. It's positioned as an AI workspace, not practice management.
Frequently Asked Questions
Is the Xero connection secure? Yes. You authorize Flow through Xero's OAuth flow, so Flow never stores your Xero login. Access is scoped to what the engagement needs and can be revoked from Xero at any time. OCTA runs a full audit trail on every engagement across 900+ firms.
Does Flow support multiple Xero organizations? Yes. Authorize each organization once, and Flow runs the right entity per engagement — useful for firms managing many Xero files.
Does Flow post journal entries to Xero automatically? No. Flow drafts proposed entries and reconciliations; you review and post them in Xero. Nothing posts without your action.
Can I standardize the same workflow across all my Xero clients? Yes. A Skill is defined once and runs identically across every client and team member, so your firm's procedures apply the moment a new client is added.
Want the connector details and setup walkthrough? See the Xero integration page.
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