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Preparation to connect Pemo to Xero

Updated over 3 weeks ago

Before connecting Pemo with Xero, let’s make sure everything’s set up correctly.

1. Check user access

  • In Pemo, you’ll need to be an Admin or Accountant.

  • In Xero, you’ll need either Standard or Advisor access.

2. Gather your essentials

  • Your Xero login (with 2FA if enabled).

  • The correct company entity if you manage multiple organizations.

  • A designated Payment Account in Xero (or create one during setup).

3. Decide your accounting structure

You’ll be mapping:

  • Chart of accounts (expense categories)

  • Vendors / Contacts

  • VAT rates

  • Tracking categories (like cost centers or departments)

Pemo Power Tip: If you don’t already have a payment account for the Pemo wallet, you can create one directly in Pemo during setup.

👉 Once ready, continue to our Connection Guide.

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