Connect one or multiple Xero Organisations

Once you're in We will want to start by connecting up your Xero accounting software to do this we click on Manage Connections located in the top right-hand corner of the Finess Data window. Here we simply Click to add a Xero account, once connected we can return to excel and click the connections button in the top right-hand corner of the Finess Data window, you will now see your added connections, select the relevant organisation to activate. You can now start generating reports and creating financial analysis.