Finance integration · Xero

Xero costs.
Contribution margin, calculated.

Connect Xero in 3 minutes. Fairview reads your P&L, invoices, and bills — and calculates real contribution margin per channel. No spreadsheets. No manual exports. Read-only.

OAuth 2.0 — no API keys Read-only — never writes to Xero Setup in 3 minutes
Margin Intelligence · Xero connected Live
XR Xero FV Fairview read-only

MRR

$342K

across all channels

Net Margin

28.7%

from Xero P&L

Channel Rev Margin vs LM
Organic Search $118K 42.1% +1.8%
Meta Ads $93K 24.3% -4.2%
Google Ads $74K 19.8% -2.1%
Direct / Email $57K 38.9% +0.6%
The transformation

From Xero data to margin decisions.

Xero alone — without Fairview

Xero · P&L export Monthly report

Total Revenue

$342K

Total COGS

$178K

Gross Profit

$164K

Net Profit

$98K

no channel breakdown

  • P&L is totals only — no channel breakdown
  • Cannot see which channel is bleeding margin
  • Cost allocation to channels is a manual spreadsheet
  • Monthly export required to spot trends
  • Margin by product line requires separate analysis

Xero + Fairview — contribution margin, automatically

Margin by Channel · Fairview Live

Organic Search

$118K revenue

42.1%

Meta Ads

$93K revenue

24.3%

Google Ads

$74K revenue

19.8%
  • Contribution margin per channel — calculated automatically from Xero
  • Channels bleeding margin flagged with action recommendations
  • Cost allocation happens in Fairview — no spreadsheet needed
  • Margin trends visible week-on-week without manual exports
  • Weekly Operating Report includes margin by channel every Monday
How it works

Xero in. Margin view out.

Step 01

Connect via Xero OAuth

Authorization

Xero

Allow Fairview to read your P&L data

Read profit & loss
Read invoices and bills
Read account transactions
Connect Xero →

STEP 01

OAuth in — 3 minutes

Click Connect in Settings → Integrations. Authorise with Xero OAuth. No API keys, no engineering, no manual data export required.

Step 02

Fairview maps your P&L

Total Revenue $342K
Total COGS $178K
Gross Margin 47.9%
Accounts mapped → channel costs allocated

STEP 02

P&L mapped automatically

Fairview reads your chart of accounts and maps revenue, COGS, and expenses. Standard Xero account structures are recognised automatically — custom categories take about 5 minutes.

Step 03

Margin calculated per channel

Organic Search

42.1%

$118K · vs last month: +1.8%

Meta Ads

24.3%

$93K · vs last month: -4.2%

Google Ads

19.8%

$74K · vs last month: -2.1%

STEP 03

Margin live by next morning

Contribution margin per channel appears in your Fairview dashboard by the next morning. Weekly Operating Report includes margin trends every Monday.

Data flow

Read-only. Zero risk to your accounts.

Fairview only reads from Xero — it never writes, never modifies records, and never creates entries. Your accounting data stays exactly as your accountant left it.

What Fairview reads from Xero

  • Profit & loss statement (income, COGS, expenses)
  • Invoices (revenue recognition by date)
  • Bills (costs and COGS entries)
  • Account transactions (mapped to P&L categories)
  • Bank feed data (read-only, reconciliation context)

Never writes to Xero — read-only access only

Contribution Margin · Xero data

$342K MRR · Net margin 28.7%

Source: Xero

Organic Search
42.1%
Meta Ads
24.3%
Google Ads
19.8%
Direct / Email
38.9%

Cost allocation active

COGS and expenses mapped from Xero P&L → allocated per channel

Setup

Three steps. Three minutes.

01

Connect via Xero OAuth

In Fairview, go to Settings → Integrations → Xero. Click Connect and authorise with your Xero account.

No admin access required

02

Map account categories

Fairview presents your chart of accounts. Tag revenue, COGS, and expense categories. Standard Xero structures auto-recognised.

Account mapping: ~5 min one-time setup

03

Margin live by next morning

Fairview pulls your P&L and calculates contribution margin per channel. Your margin view and Weekly Report are live by Monday.

First margin report: next Monday 7am

What you unlock

Four features. One Xero connection.

Margin Intelligence

28.7%

net margin · from Xero P&L

Margin Intelligence →

Contribution margin calculated from your Xero P&L — per channel, per product line.

Channel Margin

42.1%

Organic Search — top channel

Channel contribution margin →

See which channels are profitable and which are bleeding margin — every week.

Operating Dashboard

$342K

MRR · margin view

COGS

$178K

Profit

$98K

Operating Dashboard →

Revenue, costs, and margin in one view — refreshed from Xero every morning.

Weekly Report

Organic: margin up +1.8%

Meta Ads: margin -4.2%

Google Ads: watch -2.1%

Weekly Operating Report →

Margin by channel delivered to your inbox every Monday before 8am.

Questions operators ask

FAQ

Xero-specific. No fluff.

Does Fairview write anything back to Xero?

No. Fairview is read-only. It reads your P&L, invoices, and bills from Xero to calculate contribution margin per channel. Nothing is ever written back to your Xero account.

Does Xero support multi-currency accounts?

Yes, with a note. Multi-currency Xero accounts require you to select a base currency at setup. Fairview will pull transactions in your base currency. Cross-currency margin comparison is available on the Growth plan.

Does Fairview replace Xero?

No. Xero remains your accounting system of record. Fairview reads from Xero to surface margin intelligence — it does not duplicate, alter, or replace any accounting function. Your accountant and your Xero data stay untouched.

How does account mapping work?

When you connect Xero, Fairview presents your chart of accounts and asks you to tag each category (revenue, COGS, operating expense, etc.). This takes about 5 minutes and only needs to be done once. Standard Xero chart-of-accounts templates are auto-recognised.

What is the difference between Xero and QuickBooks for this integration?

Functionally identical inside Fairview. Both provide P&L, cost, and revenue data. Fairview uses whichever you connect — you do not need both. If you already use Xero, connect Xero. If you use QuickBooks, connect QuickBooks.

What Xero plan do I need?

Any paid Xero plan (Starter, Standard, Premium, or Ultimate) works. Xero Cashbook plans have limited P&L access and may not surface complete cost data. Check your plan includes P&L reporting before connecting.

Your Xero data, finally useful.

Connect Xero. True contribution margin, automatically.

P&L mapped, cost allocated, and margin calculated per channel — all from one OAuth connection. Read-only. No accounting changes.

14-day free trial · No credit card · OAuth-secured · Read-only