Integrate Xero App with OptyStack

Get greater visibility into your accounting software and make smarter SaaS spending decisions with the Xero and Optystack integration. Centralize insights into user activity, account access, license utilization, and subscription costs across your organization. Identify inactive users, uncover unnecessary access, monitor adoption trends, and spot opportunities to reduce wasted software spend. Optystack helps finance and IT teams understand how Xero is being used, ensuring the right people have the right access while eliminating unnecessary licenses and costs. With actionable recommendations and centralized visibility, Optystack helps organizations strengthen access governance, optimize Xero usage, control SaaS expenses, and get more value from their financial technology stack. Connect Xero with Optystack and turn financial software insights into smarter SaaS decisions.

Overview

OptyStack now allows administrators to discover the apps used by all the users across Organisation.

When you connect an application, OptyStack automatically retrieves user data, license details, and spend information to help you monitor utilization and reduce waste.

Only users with the Admin or Manager role can add or manage integrations. Users with the Read Only role can view data and reports but cannot make changes.

Step 1: Log in to the OptyStack Hub

Go to https://hub.optystack.ai
Log in with your registered email and password.
After logging in, you will see your main dashboard with spend summaries, active tools, and recommendations.

4. From the sidebar menu, click on Applications to view the Xero application.

Step 2: Connect an Application

1. In the Applications section, under Available Applications, click on Configure Xero to integrate the application.

2. To Integrate Xero, follow the steps given below:

(i) Check the consent checkbox to accept Terms of Service and Privacy Policy.

(ii) Click Continue to Xero.

(iii) You will be redirected to Xero OAuth authorization screen.

(iv) After successful authorization, the app establishes a secure OAuth connection and redirects back.

3. After you click Allow, your Xero workspace is successfully connected, and the application can now access it using granted permissions.

Step 3: Disconnect an Application

1. You can disconnect an application from the Application Hub by clicking the three-dot (⋮) menu on the app card and selecting Disconnect. This will revoke the connection for that app (e.g., Xero) and remove its access to your workspace.