Automatically Export & Sync Xero Accounting Data to CSV
Xero offers two different Employees data sets, one from Xero Payroll and one from Xero Accounting. While Flatly supports both, most analysts will find the Employees data set from Xero Payroll more populated and useful.
Flatly offers several key data sets that present Items and Lines on their own unique rows, which makes data analysis of these nested data sets more convenient.
Flatly's access to Plaid and Plaid's downstream connected financial institutions is read-only access to text. It is limited to account data (words, numbers, dates). It does not include any money-movement, transfer capabilities or account holder profiles/identities.
Plaid alone interfaces directly with financial institutions, caches data from those institutions on Plaid infrastructure, and then makes the appropriate scoped subset of that data available to partners like Flatly using secure connections called client libraries.
Flatly is designed to refresh CSV files on a scheduled basis. Since Flatly does not have access to your desktop, the service requires a connection to any cloud drive or cloud storage. You can easily download your CSV from your cloud using that cloud's download option.
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