If you use Xero to manage your invoices, connecting FundTap takes about 2 minutes. After that, your invoices appear automatically: select the ones you want to fund and get paid the same day.
How to connect Xero to FundTap
- During FundTap setup, select “Connect Xero”
- You’ll be redirected to Xero’s login page
- Log in to Xero and click “Allow access”
- You’re returned to FundTap, and your invoices load automatically
What FundTap can see in Xero
- Your outstanding invoices (amounts, due dates, customer names)
- Basic customer information for credit assessment
- Historical payment data to assess your customers’ reliability
What FundTap cannot do in Xero
- Create, edit or delete invoices
- Access your bank account
- Make payments or transfers