Blog | News

Sharesight is a certified Xero network partner

by Scott Ryburn, CTO, Sharesight | Aug 11th 2009

We are pleased to announce that Sharesight has become a certified Xero network partner. Xero is a market leading online accounting system which Sharesight has partnered with in order to provide a seamless solution between portfolio management and portfolio accounting. Learn more about Xero, free trial accounts are available.

Sharesight + Xero - Featured

The Xero Synchronisation feature allows you to connect your portfolio to your Xero account. This allows you to send details of share purchases, sales, and dividends to Xero as draft invoices, which can then approved for inclusion in your financial accounts and used to reconcile against your bank account.

If you have a Xero account, Xero synchronisation can be set up by clicking settings, then 'Xero Synchronisation' for the portfolio that you wish to connect. Note that you must first generate a Sharesight Network key from within Xero. Full instructions can be found in our Sharesight + Xero help documentation.


InstructAnt Sharesight AdviserLogic testimonial2
Case studies

How InstructAnt improves client service with Sharesight and AdviserLogic

by Diana Ioppolo | Sep 20th 2023

We talk to InstructAnt, a small accounting and financial planning firm that uses the Sharesight/AdviserLogic integration to improve client service.

Australian ETF components 2022-2023
Product features

Australian ETF distribution components now available for FY22/23

by Stephanie Stefanovic | Sep 10th 2023

Sharesight now has updated ETF distribution component information for the FY22/23 Australian tax year for most Australian ETFs.

Sharesight product updates September 2023
Product updates

Sharesight product updates – September 2023

by Ben Clendon | Sep 8th 2023

Major updates for the past month include the rollout of our new exposure report, plus support for five new brokers and over 80,000 Luxembourg funds.