Xero banking in Hub: live transaction feeds, invoice sync, account balances, and desktop ChatGPT support
Connect your Xero account to bring in live banking transactions, import invoices and bills, see account balances across all linked accounts, and reconcile imported data with your existing Hub records — plus desktop ChatGPT now connects to Hub.
What's new in Hub
This update brings a major expansion of Hub's Xero integration, new finance and budget tools, and a fix that lets desktop ChatGPT users connect to Hub for the first time.
Xero banking: see your transactions and spending in Hub
If you use Xero for accounting, Hub can now pull in your bank transactions as an ongoing, read-only feed. Once you grant consent for the banking scope, a new Banking → Xero transactions view shows your spending broken down by category and month — so you can review cash outflows without switching between tools.
The feed imports categorised spending, invoice payments, and credit-note payments from Xero, with tax-inclusive splits. A few things are deliberately kept separate:
- Transfers, prepayments, overpayments, voids, and failed refreshes are excluded from totals so your spending view stays clean.
- The Xero feed is independent from any manual banking balances you have entered in Hub — they do not overwrite each other.
- Partial history, capped monthly reads, and missing categories are shown explicitly rather than silently hidden.
Existing Xero connections need fresh consent for the new banking scope before the feed activates.
Link bank accounts and see a combined ledger
Hub bank accounts can now be explicitly linked to their Xero counterparts. Once linked, a combined transaction ledger shows Xero-imported payments alongside your existing manual Hub entries — in one list, without duplicates.
Matching is reversible and one-to-one. When a Xero payment matches a manual entry, both appear as a single reconciled line. Manual notes, budget references, and opening balances remain intact throughout. If a source record changes or becomes unavailable, the entry is flagged rather than silently altered.
Initial import progress is also now visible — instead of showing only "catching up" while older records are processed, the importer displays saved-record and batch counts so you can see work happening in real time.
Bank balances across all your linked accounts
Linked bank accounts now display their Xero balance, drawn from dated Bank Summary snapshots. The account list shows balances per account and a currency-aware combined total. Each linked ledger also shows the relevant balance.
Balances come from Xero's Bank Summary report and are updated independently of the transaction history cursor, so they stay accurate even during large imports. If a snapshot is unavailable, the most recent dated value is shown with an indicator; missing snapshots are clearly labelled rather than shown as zero.
Import Xero invoices and bills into Hub records
Administrators can now connect Xero invoices and supplier bills to Hub's configured receivable and payable object types. You choose which Hub fields map to Xero's accounting values, review a preview, and enable inbound sync.
The key principle: Xero owns the accounting values; Hub keeps your local context. Notes, assignments, statuses, and unmapped fields stay exactly as you left them. Xero's currency, outstanding balances, and dated partial payments flow through to Finance cards, budget grids, and cash forecasts.
Duplicate protection, bounded pagination, and per-record retries keep imports reliable. Field mappings lock after the first import to prevent accidental changes.
Reconcile imported records with your existing Hub data
If you already have Hub records that correspond to Xero invoices or bills, you can now link them through an explicit before-and-after review. The review shows you both sides before confirming, rejects any records that changed between review and confirmation, and preserves the Hub record's ID, notes, and local fields throughout.
A paginated failed-import queue lets you inspect, retry, or manually link any records that did not import automatically.
Sync health indicators in Finance views
Finance reports — including budgets, cash forecasts, and financial ratios — now show a notice when imported data is stale, incomplete, awaiting review, or outside the reporting currency. You will always know whether the figures on screen reflect a complete, up-to-date Xero sync or a partial one.
Stronger Finance statement controls and reconciliation exports
Closed accounting statement periods now use a verified account boundary, preventing backdated edits from slipping in after a period is closed. If you need to reopen the most recent statement, another administrator can do so — providing a safe, auditable path for corrections.
Reconciliation CSV exports are now available from Finance, with strict date validation to catch formatting errors before they cause import problems.
Budget agent tools for ChatGPT and Ask Hub
Your ChatGPT and Ask Hub agents can now read, create, and update budget records. Agents can discover budget sources, generate calculated period reports with explicit warnings when source data is incomplete, and make targeted line edits that leave other lines and periods untouched. Version checking ensures edits do not silently overwrite concurrent changes.
Desktop ChatGPT can now connect to Hub
Previously, the ChatGPT desktop application could not complete the Hub connection flow — it received an error before the consent screen appeared. This has been fixed. The desktop app's IPv4 loopback callback is now accepted, with port matching as required by standard OAuth for native apps.
All existing security measures remain in place: PKCE, exact redirect matching at every stage, one-use codes, workspace permissions, and revocation.
Plugin connection improvements
Plugin setup now navigates directly to the installed Hub entry, refreshes connection status when you return, and clearly distinguishes a successful authorisation from a confirmed tool use. Connection grants renew within a 90-day inactivity window and a one-year cap, so integrations stay fresh without manual intervention.
Deployment note: These features are being rolled out through Hub's standard deployment pipeline following CI checks. The Xero banking features require explicit administrator setup and fresh Xero consent before any import begins. No data is imported until you opt in.
More improvements are in progress. We will keep you updated as they roll out.