Pemo Knowledge Base
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  • 📚Pemo Knowledge Base
  • Getting Started
    • ⭐Getting Started as an Admin
      • ✅Verifying the Company
        • 📄How to get a bank reference letter
      • 🚢Invite your Team and Accountant
        • 🧑‍🤝‍🧑Bulk inviting your Team
        • 🧍Inviting a Single Team Member
      • 💰Top up your wallet
      • 💳Ordering your first Pemo Cards
      • 📱Pemo mobile app tour
    • ☕Getting Started as a Team Member
      • 🤝Accept the invite
      • 🚦Complete User Verification
      • 🗣️Request your Pemo Card
      • 💳Activate your physical card
      • 💸How to pay with your Pemo card and attach your receipt
      • 📱Pemo mobile app tour
    • ❓Pemo General FAQs
  • Wallet & Cards
    • 📥Wallet Management
      • 💰Step by step guide to topping up your wallet
        • 💰Guide for older process for topping up
      • 🔎Understanding Your Pemo Wallet Statement
        • 🗃️Tax invoice
        • 🗄️CSV Statement
        • 📂PDF Statements
      • 📬Get notified when your wallet is running low
      • 🤑How cashback works
      • ❓Wallet FAQs
    • 💳Pemo Cards
      • 👨‍🏭Activating a physical card
      • 💁‍♂️Requesting a Pemo card as a team member
      • 🤝Approving request for new cards
      • ℹ️About your card spending limits
        • 🗓️Calculating your total monthly spend limit
      • 📊Request changing the card limits as a team member
      • 👍Approving requests for new card limits
      • 💱Fees associated with card transactions
      • 🍏Apple Pay for your Pemo Cards
        • How to set up Apple Pay for your Pemo cards?
      • 🤳Google Pay for your Pemo Cards
        • How to set up Google Pay for your Pemo cards?
      • 🧙Card benefits & how to redeem
        • 🥦How to redeem your Talabat pro offer using your unique voucher
      • Cards FAQs
    • 📊Budgets
      • 💳Steps to Create a Card-Type Budget
      • 🏋️Steps to Create a Member-Type Budget
      • 🛒Steps to Create a Merchant Category-Type Budget
      • 🧑‍🤝‍🧑Steps to Create a Team-Type Budget
      • ✏️Managing Your Budgets: How to Edit, Delete, or View Budget Details
      • 📩Budget Owner Notifications
    • 🛂Managing Cards as an Admin
      • 💳Ordering new Pemo cards
      • 🔓Setting/updating limits on Pemo cards
      • 🧊Freeze, Unfreeze and terminate cards
      • 🛒Take Control with Merchant Category Restrictions
      • 👍How to approve new card limits as an Admin
      • 🤝How to approve new card requests as an Admin
  • Expenses
    • 🧾Expense Management
      • 📩Receipts Inbox
        • 👩‍🔧How to add an email address to your mail box as a contact
        • 📨Setting up automatic email forwarding for digital receipts
        • ⁉️Understanding Receipt Statuses in the Pemo Receipts Inbox
      • 💵Creating out-of-pocket expense
      • 👁️‍🗨️Track Expenses as a Team member
      • 👨‍💼Manage Expenses as an Admin/Financial Controller
        • 👍Pemo's Receipt Verification
      • ➕Adding a receipt and note to a card expense
      • ✅Setting up Approval Policies
        • 💳Card Expenses Approval Policy: Step By Step Guide
        • 🆕New Cards & Spending Limits Approval Policy: Step By Step Guide
        • 📤Out-of-pocket Expenses Approval Policy: Step By Step Guide
        • 📄Invoices Approval Policy: Step By Step Guide
        • 💡Editing the Default Policy
    • ⚙️Card Expenses vs. Out-of-Pocket Expenses: What’s the Difference?
    • 👩‍💻Expenses Tab: Statuses & Tracking
  • ⚖️Cash balance
    • 📑Cash balance as an admin or accountants
      • 🔄Exporting Withdrawals & Pocket Expenses
      • 🖇️Linking Users to Accounting Accounts
    • 💵Cash balance as spender (team member)
  • Invoices
    • 📠Invoice Management
    • 🧠Understanding Invoice statuses in Pemo
  • Accounting and Pemo
    • 🎇Submission Polices
      • 🚩What are Submission Policies?
      • 🎙️Default Submission Policies
      • 💳Creating Custom Submission Policies for Card Expenses
      • 🧾Customizing Default Submission Policy for Pocket Expenses
      • 📬Reminders and Notification
    • 📠Accounting Setup
      • 🪛Setting up Accounting with Pemo
        • 📕ZohoBooks Integration
          • 🔗How to Link Zoho Books to Pemo - Step-by-Step Guide
            • 🔐Pemo Integration Permissions with Zoho Books Overview
            • 🔧Troubleshooting Zoho Books Connection issues
          • ✏️How to use our offline integration with ZohoBooks
        • 💻Xero Integration
          • 🔗How to link Pemo to Xero - Step by Step Guide
            • ❓Xero Online Integration FAQ
          • ✏️How to use our offline integration with Xero
        • 🖇️Wafeq Online Integration
          • 🦾How to link Pemo to Wafeq - Guide
          • ❓Wafeq Online Integration FAQ
        • 🔗Quickbooks Integration
          • 📤How to link Quickbooks to Pemo - Step by Step Guide
          • ✏️How to use our offline integration with Quickbooks
        • 🧙Tally Integration
          • ↔️Exporting & Import Expenses to Tally
        • 📊Pemo Universal CSV
          • 🔎Using the Pemo Universal Template
      • 💠AI Powered Accounting
        • 🔷Pemo Copilot
          • 🔹Activating Pemo Copilot
        • 🔶Smart Vendor Creation
          • 🔸How to activate Smart Vendor Creation
    • ❓Accounting FAQs
  • Managing your account as Admin
    • 👩‍🏭User and Team Management
      • ✉️Inviting and deactivating users
      • 👨‍🏫Manage User Roles
      • 📩Inviting an external accountant
      • 👯Organize Pemo Users by Teams
    • 👩‍💻Admining your Account
      • 🔝Subscription plans and pricing
      • 🖇️Changing your company name or address
      • 🚧Company account restriction reasons, timelines, and explanations
      • 🤝Pemo referral program
        • 🛤️How to track your referrals
        • 🎇How to redeem your reward
      • 📧How to manage your email notifications in Pemo
  • 🔐Privacy & Security
    • 👩‍🏭How to protect your account from fraudsters
    • 🛑How to Handle a Fraudulent Transaction on Your Pemo Card
  • 🥸How to spot and avoid phishing scams targeting your corporate card
  • Video Series
    • 📽 Order your Pemo cards
    • 📽 Add funds to your Pemo account
    • 📽 Edit, terminate and freeze cards
    • 📽 Set up your Approval Policies
    • 📽 Manage card limits
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On this page
  • 1️⃣ Sync Pemo to Your Xero Account & Activate Pemo Copilot
  • 2️⃣ Review Your Expenses and Mark Them as Ready
  • 3️⃣ Export Expenses with One Click

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  1. Accounting and Pemo
  2. Accounting Setup
  3. Setting up Accounting with Pemo
  4. Xero Integration

How to link Pemo to Xero - Step by Step Guide

PreviousXero IntegrationNextXero Online Integration FAQ

Last updated 3 months ago

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Streamline your accounting workflow with Pemo by completing these three key stages. Each stage includes a set of steps to guide you through the process:

1️⃣ Sync Pemo to Your Xero Account & Activate Pemo Copilot In this stage, you'll connect Pemo to Xero, ensuring your expenses, categories, and vendors are seamlessly synced and categorized using AI.

2️⃣ Review Your Expenses and Mark Them as Ready Organize, review and mark your expenses as ready using Pemo’s "Accounting Export" page. Here, you can amend categorizations made by Copilot and utilize bulk actions to save you time. You can also set up Copilot at this stage if you didn't as part of the initial set-up.

3️⃣ Export Expenses with One Click Once your expenses are categorized and reviewed, you can export them effortlessly to Xero, saving time and ensuring accuracy.

Let’s explore each stage and its steps in more detail!

1️⃣ Sync Pemo to Your Xero Account & Activate Pemo Copilot

  1. Head to " Accounting Export" from the left navigation menu, then select “Card Expenses”

  2. From the dropdown list select "Xero", then click on "Get started”

  1. You’ll be redirected to Xero Autorization page; here fill in your Xero account’s username and password

Only users with Standard or Advisor roles in Xero can manage connections.

  1. After you’ve logged in, you’ll be asked to allow access to Pemo. This permission lets us match your accounting fields and push expenses, which is essential to complete the integration.

If the account is linked to more than one company, you can pick the company at this step

  1. After agreeing, Pemo will start syncing data from your account. Once the sync is complete, finalize the accounting setup by selecting the “Payment account.” This is the account within Xero where expenses made with your Pemo account will be synced and reflected.

If you haven't created a Payment Account dedicated to Pemo yet within Xero, you can create one directly in the same field. Just input the preferred name for the new Payment Account and select "Confirm." We’ve simplified the process, enabling you to set up the required account smoothly.

You can always change or create the payment account later if needed.

You’re all set and your Pemo account is ready to be synched with your Xero account!

Once you've connected your accounting software to Pemo can activate Pemo Copilot, meaning your expenses will be auto categorized using AI.

After you've activated Copilot details like your Chart of Account, Vendor & VAT will be automatically categorized saving you time and ensuring accuracy.

2️⃣ Review Your Expenses and Mark Them as Ready

Pemo’s "Accounting Export" page acts as your to-do list, displaying only settled expenses ready for review. Authorized but unsettled expenses won’t appear because their billing amounts might still change or bounce back.

Expense Statuses: Key Categories

  1. Incomplete: Missing required accounting fields.

  2. Complete: All required fields are filled.

  3. Ready for Export: Expenses reviewed and confirmed by finance teams, ensuring you avoid duplicate work.

After you've activated Copilot details like your Chart of Account, Vendor & VAT will be automatically categorized saving you time and ensuring accurcay. You can also easily view and edit any fields that have been filled in by Pemo Copilot.

Bulk Actions for Efficiency

We’ve made it easy for accounting teams to categorize multiple expenses at once. Here’s how:

  • Categorize transactions in bulk, e.g., all transactions from a vendor like Careem

  • Select all expenses by clicking the arrow button and either mark completed expenses as "Ready for Export" or select edit to assign fields like Account, Vendor, VAT, etc.

  • Use bulk actions to edit and assign fields like Account, Vendor, VAT, etc.

If you didn't activate Pemo Copilot as part of your initial set-up you can do it at this stage too.

Get Contextual Information

For teams that prefer reviewing expenses individually, our streamlined workflow makes the process quick and efficient:

  • View essential details, like receipts and information, side by side.

  • Seamlessly switch between expenses without closing the detail page.

3️⃣ Export Expenses with One Click

Once expenses are categorized and marked as ready, exporting them is effortless. After a successful export, the expenses disappear from the table but remain accessible in the History section as a CSV file.

How to Export Expenses

  1. Mark your expense as ready and click the "Export" button on the right to export your expenses.

To find previously exported expenses, click the "History" button and download them in CSV format.

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