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Slide + Xero

Slide integrates seamlessly with Xero, combining your Xero accounting data with your banking data to give you a current and future cash position.

Find out more or try Xero Accounting Software for free.

Key features of Slide include:

Payment and balance history

Sliding left shows each day’s transaction and balance history, sorted by your business’s income and expenditure sources.

Cash flow forecasting

Sliding right gives a cash flow forecast, based on your current cash in the bank and anticipated receipts and payments.

Payments

Use Slide to make, delay or bring forward payments (or part-payments) without opening your banking app.

Invoices

See when suppliers are due to pay and when your invoices need paid, using Slide to pay, part-pay or delay an invoice.

Estimates

Use Slide to create estimates and convert to invoices for payment. Slide the payment date back or forward if needed.

Target Minimum Balance

Set and alter a target minimum balance for your account. Slide will alert you when your forecast dips below this amount.

Untagged Alerts

Slide alerts you to unexpected money that has come in or been paid out. Link to an income or expenditure row on Slide.

VAT Management

Know your VAT obligation before its calculated. Slide automatically estimates and schedules VAT/GST payments.

Find out more or try Xero Accounting Software for free.

Slide and Xero Imagery

Below are screenshot examples of how Slide and Xero looks. You can view our 2 minute intro video here.

the slide appxero and slide app

How to Connect Slide to Xero

Upon downloading the Slide app, you will be prompted to ‘Connect Your Accounts”. From there take the following 3 simple steps to connect Slide to Xero:

1. Go to “Connect via Accountancy Software” and select Xero

2. You will be redirected to Xero to login using your Xero credentials before being redirected back to Slide

3. Follow the setup instructions to import your Xero data including (i) Balances and Transactions (ii) Customers and Suppliers and (iii) Invoices

Once connected to Xero, your Balances, Transactions, Purchase and Sales Invoices will be displayed.

 

Slide & Xero Data Flow

Below is a representation of the data flow between Slide and Xero. Please note this data flow will be updated within the coming weeks to include the import of customers and suppliers:

Slide and Xero data flow

About Slide?

Slide helps small business owners sleep more easily by taking the guesswork out of cash flow. With Slide, you can feel safe in the knowledge that you are making the right decisions that mean you never run out of cash. Slide brings together all your financial information, such as bank accounts, credit cards and loans, so that you can control when to pay and when you get paid.

About Xero?

Xero is world-leading online accounting software built for small business.

  • Get a real-time view of your cashflow. Log in anytime, anywhere on your Mac, PC, tablet or phone to get a real-time view of your cash flow. It’s small business accounting software that’s simple, smart and occasionally magical.
  • Run your business on the go. Use our mobile app to reconcile, send invoices, or create expense claims – from anywhere.
  • Get paid faster with online invoicing. Send online invoices to your customers – and get updated when they’re opened.
  • Reconcile in seconds. Xero imports and categorises your latest bank transactions. Just click ok to reconcile.

Find out more or try Xero Accounting Software for free.

xero connected app

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