Tracking Actuals with Xero

Overview

Forecasts are only half the story. Radley Finance's Xero integration is built to pull your real monthly profit & loss data into your model so you can compare what actually happened against what you projected.

Availability: coming soon. In-model actuals tracking is not yet enabled. Today you'll see it in two places:

• The Actuals tab appears padlocked on free models ("part of the investor-grade model") and is hidden until the feature is switched on for your account
• The "Import from Xero" option in the New Model flow is labelled coming soon

This article describes what you can do now, and what's coming.

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What You Can Do Today: Connect Xero

You can already link your Xero organisation so you're ready the moment actuals go live:

1. Open Settings > Integrations
2. Click Connect to Xero
3. Authorize Radley Finance in the Xero window and select your organisation
4. The card shows your connection status; you can disconnect anytime

You'll need a Xero account with permission to authorize third-party connections.

What's Coming: The Actuals Loop

When actuals are enabled for your account, Investment models gain an Actuals tab:

• Account mapping - match your Xero chart of accounts to the model's P&L lines (with suggestions)
• Forecast vs actuals - month-by-month variance against your projections
• Live board reporting - "Xero actuals replace assumptions and the same model becomes board and investor reporting"

If you'd like early access, contact support@radley.tax.