Getting started
You can be up and running in under two minutes. Here's the whole process:
- Sign up — hit Sign up with Xero and log in with your Xero account. Already have an OYN account? Just log in.
- Connect your Xero — once you're in, connect the Xero organisation you want to look at. You'll approve read-only access through Xero's own screen.
- Pick a month — choose the month you want to review.
- Get your report — OYN pulls your numbers, runs the analysis, and gives you a plain-English cash summary with the key actions.
That's it. OYN only reads your Xero data. It never changes anything in your accounts.
Connecting Xero
Connect
Log in to OYN, then use the connect button to link a Xero organisation. Xero will ask you to approve read-only access. Once you do, that organisation appears in your list and you're ready to run reports.
Disconnect
Changed your mind? The person who connected the organisation can disconnect it at any time. This removes OYN's access to that organisation immediately. Teammates you've shared with will lose access too.
Troubleshooting
Can't connect to Xero
Make sure you're logged in to OYN first, then try the connect flow again. If the Xero approval screen doesn't load or shows an error, check you have the right Xero permissions (Standard or Adviser role).
Connection says "Needs reconnection"
This means OYN's access has expired. If you're the owner, open your connected organisations, hit Reconnect, and approve again. If you're a teammate, ask the person who connected it to do this.
No months available to analyse
The connected organisation might not have enough data for the period you're looking at. Check the organisation has transactions in Xero for that month. If the connection is inactive, reconnect first.
Teammate can't see the organisation
Check you added the exact email address they use to log in to OYN. If they signed up with a different email, they'll need to log in with the one you invited.
Common questions
- Does OYN change anything in my Xero? No. OYN is read-only. It pulls numbers to build your report but never writes, edits, or deletes anything in your Xero account.
- Do my teammates need Xero access? No. Once you connect and share, your teammates can view reports in OYN without their own Xero login.
- Can I connect more than one Xero organisation? Yes. Connect as many as you need — each one is managed separately.
- What data does OYN actually read? Financial reports (like your trial balance and P&L) and transaction data (invoices and bills) for the month you're analysing. That's it.
- Is my data safe? Yes. OYN runs on encrypted infrastructure in the cloud, uses read-only Xero access, and doesn't share your data with anyone. See our Security & Privacy page for the full picture.
- How do I cancel? Disconnect your Xero organisation from OYN at any time. That immediately revokes access. If you want to close your account entirely, email us.
How your data flows
Here's exactly what happens when you run a report:
1. Your Xero
You approve read-only access. OYN pulls the financial data it needs for the month you chose.
2. Analysis
OYN crunches the numbers — cash position, what you're owed, what you owe, and working capital.
3. Commentary
AI writes a plain-English summary of what the numbers mean and what to watch. Your data is never used to train models.
4. Your report
You get a clear cash health report you can read in two minutes or share with your team.
One direction only: Xero to OYN. Nothing is ever written back to your Xero account.
Contact us
We're a small team and we read every email. If something isn't working or you have a question, just tell us. Include the organisation name and what you were doing when it went wrong — it helps us help you faster.