Budgeting, forecasting and reporting for Xero users.
IDU plugs into Xero to extend it where the basics stop — driver-based budgeting, multi-year forecasting, board-grade reporting, and what-if modelling. The chart of accounts and trial balances flow in automatically; the heavy lifting happens in IDU.
No exports. No reformatting. One source of truth.
No data uploads
With Xero integration, there is no need to upload data into IDU. Trial balances and chart of accounts are pulled automatically from your connected Xero company.
New accounts auto-sync
New general ledger accounts created in Xero are automatically synced to IDU. The structure stays in lockstep without manual reconciliation.
On-demand month-end views
Update income statement, trial balance and balance sheet on demand when you are mid month-end and need the latest results inside IDU.
A secure, one-way pull at midnight.
Connect once
Connect IDU to your Xero company through the standard Xero OAuth flow. Authorise the integration; nothing more to install.
Daily auto-sync
Trial balances and chart of accounts pull from Xero into IDU once per day at around midnight. Run an on-demand sync any time you need the latest figures.
Disconnect any time
You stay in control. Disconnect IDU from Xero from inside Xero whenever you need to — your IDU data stays intact for budgeting and reporting.
The pillars Xero does not cover.
Driver-based budgeting
Itemised, allocation-based and headcount budgeting that Xero does not do natively. Capture inputs at the level the manager actually owns.
Board-grade reporting
Variance, drill-down, journal detail, audit trail and live commentary — the reports a finance leader needs for a board pack, ready in IDU.
What-if modelling
Five-year scenario planning. Define assumptions, link them to your accounts and departments, project the impact before it lands.
Modular pricing
Light, Standard and Enterprise editions. Pay for what your team actually uses; add modules when you need them.
See your Xero data in IDU in 30 minutes.
A consultant can walk you through the connection on a live demo using a sandbox Xero company.