Automate your global transactions and reconciliations
Whether you use CAPAY, CAFX, or CAFIN, each account can be seamlessly connected to Xero, the world’s leading accounting and bookkeeping platform.
Global Reach, Local Simplicity.
Real-Time Syncing
Keep your financials current with automatic updates to Xero as transactions occur.
Effortless Reconciliation
Payments are instantly reconciled in Xero, saving time and reducing manual work.
Error Reduction
Reduce manual entry errors with automatic data transfers directly to your records.
Key features
Daily Automatic Syncing
Transactions are synced to Xero every day at 1:00 AM, covering all activities from the previous day.
Real-Time Balance Updates
Monitor your current balances for each currency in one place
Flexible Account Mapping
Easily connect currencies in Capay to existing Xero accounts or create new ones directly from the platform.
Disconnection on Demand
Remove integrations when no longer needed, ensuring you maintain full control over your data.
How it works ?
Connect
Log in to our platform and click "Connections" on the left side navigation panel.
Authroize
You’ll be redirected to Xero to authorize CAPAY to sync your transactions.
Log In to Xero
Sign in to your Xero account to complete the connection to our platform.
Choose Currencies
Set up bank feeds for your selected currencies to sync automatically with Xero.
What Our Customers Say
Find out what our customers are saying about our products.
FAQ
The integration connects your Capay account to Xero, allowing you to automatically sync your Capay wallet transactions as bank feeds into Xero. It streamlines your accounting by reducing manual effort and keeping your financial records up-to-date.
Capay syncs transactions starting from the connection date. Transactions before the integration was set up will not be automatically synced. However, you can manually download older transactions from Capay’s “Report/Statement” section and upload them to Xero.
Transactions are automatically synced daily at 1:00 AM. This includes all transactions recorded in your Capay account during the previous day.
Yes, Capay supports multi-currency connections. Each currency in your Capay wallet can be linked to a corresponding Xero bank account, allowing for accurate tracking of your international finances.
To remove the integration, go to Management > Connections in Capay. Locate the Xero connection and click “Disconnect.” This will stop the sync between Capay and Xero while preserving your existing data in Xero.
No, disconnecting Xero will not delete any data already synced to your Xero account. The integration simply stops future transactions from syncing.
If you notice any mismatched data or missing transactions, you can:
- Check the Last Sync Time in Capay to confirm the sync status.
- Manually upload any missing transactions to Xero.
Yes, the Capay + Xero integration uses secure APIs to ensure your financial data is transmitted safely. Capay only accesses the information necessary for syncing transactions, and you can revoke access at any time.
Corporate Alliance Payments has transformed the way we manage our international transactions. Their multi-currency accounts and fast processing have streamlined our operations and improved cash flow. We couldn’t be happier with the service!
Sally Tan CFO