Accounting integrations · beta

Fin runs your finances, then hands Xero or QuickBooks coded transactions

Connect the ledger your accountant already uses. Fin reads its chart of accounts and the last twelve months of coding to propose rules, then pushes each transaction you choose — coded, with the receipt attached. Direct connectors for Xero and QuickBooks Online, both in beta. MYOB takes a CSV.

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Bank-feed data stays out of pushes unless you say so

What is the AI2Fin accounting connector?

The accounting connector is the part of AI2Fin that links your finances to the ledger your accountant runs — Xero or QuickBooks Online. Fin reads the file’s chart of accounts and the last twelve months of coding, and proposes rules that map its categories onto your accounts. Fin pushes each transaction you choose as a coded entry — Spend or Receive Money in Xero, Purchase or Deposit in QuickBooks — with the receipt attached, so your accountant finds it where they already work.

AI2Fin is not trying to be the ledger. It is where your day runs — a bank feed you connect with a key you own — BankSync, SimpleFIN, Akahu (NZ), Up Bank, Monzo or Starling — or a CSV / XLSX upload, a Google Sheet feed, or a watched folder on the desktop edition; the receipt you photographed in a car park; the budget that watches itself; the deduction Fin spotted — and the connector is how that reaches the books without anyone re-keying it. If you are weighing up whether you need a full accounting suite at all, the comparison pages take that question seriously.

Which accounting software does AI2Fin connect to?

Two direct connectors, each authorised on that vendor’s own sign-in screen, both in beta. MYOB and any other ledger take a CSV export.

Xero

Beta

How does AI2Fin connect to Xero?

Sign in on Xero’s own screen. Fin reads your chart of accounts and the last twelve months of coding to propose rules, then pushes each transaction you choose as a coded Spend Money or Receive Money with the receipt attached. In beta.

Connect AI2Fin to Xero

QuickBooks

Beta

How does AI2Fin connect to QuickBooks Online?

Sign in with Intuit. Fin reads your chart of accounts and the last twelve months of coding to propose rules, then pushes each transaction you choose as a coded Purchase or Deposit with the receipt attached. In beta.

Connect AI2Fin to QuickBooks

MYOB

CSV export

How do you get AI2Fin transactions into MYOB?

Export a CSV from AI2Fin and import it in MYOB. Each row carries the date, amount, merchant, category and tax treatment Fin recorded, plus a receipt link. There is no direct MYOB connector.

Or keep a live spreadsheet instead

What does Fin read, and what does it push?

Reads: the chart of accounts and twelve months of coding, to propose rules. Pushes: each transaction you choose, coded and receipt-attached. Both in beta on Xero and QuickBooks Online.

What Fin reads

Your ledger’s coding

  • Chart of accounts — so an AI2Fin category can be pointed at the account your accountant expects.
  • Twelve months of coding — which account each kind of spend has been going to.
  • Proposed rules — a category-to-account map you accept, adjust or ignore. Nothing applies until you say so.

What Fin pushes · beta

Coded transactions, receipt attached

  • Xero — each transaction as a Spend Money or Receive Money, coded to the mapped account.
  • QuickBooks Online — each transaction as a Purchase or Deposit, coded the same way.
  • The receipt itself — attached to the entry, so nothing is re-uploaded on the ledger side.
  • Only what you chose — one transaction, a filtered batch, or a rule. Never the whole feed.

Your bank-feed data stays out of pushes unless you say so

Transactions that arrived through a bank feed you connected — BankSync, SimpleFIN, Akahu, Up Bank, Monzo or Starling — stay inside AI2Fin by default. A push carries the transactions you choose: entries you typed in, imported from a CSV or XLSX, or captured from a receipt. If you want a bank-feed transaction sent to your ledger, you include it deliberately, one at a time or by rule — Fin never sweeps your feed into the accounting file on its own.

The same rule applies to the spreadsheet destinations, and for the same reason: a bank feed you connected with your own key was connected for AI2Fin to read, not for AI2Fin to forward.

How do you connect AI2Fin to your accounting software?

Sign in on the ledger’s own screen, review the rules Fin proposes once, and push transactions when you are ready. Three steps.

  1. Connect on the ledger’s own screen

    Choose Xero or QuickBooks Online and sign in on that vendor’s own authorisation page. Your accounting password is never typed into AI2Fin, and the connection is listed in your ledger where you can withdraw it any time.

  2. Let Fin read the file

    Fin reads the chart of accounts and the last twelve months of coding — which account each kind of spend went to — and proposes rules that map its categories onto your accounts. You review them once.

  3. Push transactions when you are ready

    Choose the transactions to send and Fin creates each one as a coded Spend or Receive Money (Xero) or Purchase or Deposit (QuickBooks) with the receipt attached. Beta today.

Starting on the free plan and getting your categories tidy first is a perfectly good order to do this in.

Integrations, answered

Common questions about connecting your accounting software

What does the AI2Fin accounting connector actually do?
Two things. It reads your ledger’s chart of accounts and the last twelve months of coding, and proposes rules that map Fin’s categories onto your accounts. Then, for each transaction you choose, it creates a coded entry in the ledger — a Spend or Receive Money in Xero, a Purchase or Deposit in QuickBooks Online — with the receipt attached. Both connectors are direct, and both are in beta.
Which accounting software does AI2Fin connect to?
Xero and QuickBooks Online, through direct connectors in beta. MYOB has no direct connector: Fin produces a CSV that MYOB can import, with the category and tax treatment on each row. Any other ledger can take the same CSV.
Is AI2Fin accounting software?
No — it is the owner’s finance brain that then hands the accountant coded transactions. Bank feed, receipts read line by line in over a hundred languages, budgets, bills, deductions and GST per transaction happen in AI2Fin; the ledger stays where your accountant already works. That is why the connector learns the ledger’s coding rather than trying to replace the ledger.
What does “beta” mean for the Xero and QuickBooks connectors?
That they are direct connections being used by early customers while Fin refines them. You choose every transaction that is sent, and each lands as an ordinary transaction you can edit or delete in the ledger. Expect the rule proposals and batch options to keep improving.
Are my bank-feed transactions sent to my accounting software?
Only when you include them. Transactions from a bank feed you connected stay in AI2Fin by default; a push carries the transactions you chose — typed in, imported from a CSV or XLSX, or captured from a receipt. Your ledger’s own bank feed then reconciles against those.
How is this different from the Destinations feature?
Destinations send finished rows one way, into a Google Sheet, Excel workbook, Notion database or Airtable base you own. The accounting connectors create coded transactions inside a ledger and read its chart of accounts and coding history back — a Spend Money in Xero is a different object from a row in a spreadsheet. Many people use both: the connector for the accountant, a destination for their own analysis.

Your finances in AI2Fin, your books where your accountant works

Get your transactions sorted first — that part is free. Connect your ledger when you want Fin sending them across coded and receipt-attached, and tell Fin how the beta goes.

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