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Connect Xero to Oviond

Turn your clients' Xero data into branded reports that go out on schedule — no exports, no manual rebuild.

Xero data, unified

Bring your clients' Xero data into Oviond alongside the rest of their marketing stack, so every number lives in one place — refreshed automatically and styled like your agency.

Xero data unified in an Oviond client report

Build custom Xero queries

Start from prebuilt Xero queries or build your own, so each report shows exactly the metrics that matter to the client.

Custom query builder in Oviond for building client-specific marketing report insights.

Drag-and-drop Xero reports

Customize Xero reports to match each client's goals with a no-code, drag-and-drop builder.

Drag-and-drop report builder in Oviond, adding data, headings, text, images, and embeds to a branded marketing report.

Xero reporting, inside your AI

Pull Xero data and build reports right from Claude, ChatGPT, or any MCP-ready AI tool your agency already uses.

Oviond connected to AI assistants like Claude and ChatGPT through its MCP server to pull client data and build marketing reports.

Automate Xero reporting

Schedule Xero reports once and let them send themselves — on time, every time, without rebuilding it by hand.

Automated report delivery in Oviond, scheduling a Marketing Performance Summary email to clients on a monthly sending frequency.

Branded Xero reports

Deliver white-labeled Xero reports from your own domain, so every report looks like it came from your agency.

White-label branding in Oviond, customizing theme, colors, border radius, shadow, and custom domain for client reports.

Share Xero reports clients love

Share by link, email, or embed, and keep every client looking at the latest Xero numbers.

Screenshot of Oviond’s sharing features, including email delivery, client portals, and embed options for marketing reports.

Xero reporting FAQs

How do I connect Xero to Oviond?

Connect your Xero account from your Oviond dashboard, choose the client it belongs to, and the data flows into your reports — no spreadsheets or manual exports.

What can I report on from Xero?

Build client-ready reports around your Xero data and combine it with the other channels you report on in Oviond, so each client sees everything in one place.

Do I need a developer to set up Xero reporting?

No. You don't need a developer or a data team — connect Xero, pick the client, and build your first report yourself.

Can I connect to Oviond with my AI?

Yes. Oviond works with Claude, ChatGPT, and other MCP-ready AI tools, so you can pull Xero data and build reports right from the AI your agency already uses.

Can I change the colors and design of my reports?

Yes. Customize the theme, colors, and layout of every Xero report to match your agency's brand and each client.

Can I send Xero reports from my own domain?

Yes. Add your own custom domain so Xero reports reach clients from your agency, not from Oviond.

Can I automate Xero reporting?

Yes. Schedule reports to send to clients automatically on a schedule you set, so Xero reporting goes out on time without the manual rebuild.

Can I share Xero reports with clients?

Yes. Share Xero reports by link, email, or embed, and keep every client looking at the latest numbers.

Simplify Xero reporting today

Stop juggling exports and screenshots. Start sending polished, client-ready Xero reports — on schedule.