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Fyle

Automated expense syncing between Sage Expense Management and Xero

Sage Expense Management’s Xero integration automates the flow of expenses, receipts, and coding data between your expense system and Xero. It helps finance teams eliminate manual data entry by auto-exporting expenses as Purchase Bills or Bank Transactions and importing Xero dimensions like Chart of Accounts and suppliers. Designed for organizations already using both Sage Expense Management and Xero.

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About

What It Is

This is a domain-specific accounting integration that connects Sage Expense Management (formerly Fyle) with Xero to automate expense bookkeeping. It’s aimed at finance teams and accountants in businesses that already use Xero and want tighter, more automated expense workflows.

The integration focuses on synchronizing expense data, including receipts, card transactions, GL codes, and custom fields, between the two systems. You connect Sage Expense Management to Xero through a guided, self-serve setup that’s advertised as taking under 10–15 minutes, using your existing Xero credentials. Once connected, expenses can flow into Xero in near real time, and accounting data from Xero can be pulled back into Sage Expense Management for accurate coding.

What to Know

According to the product page, the integration works best for finance teams that want to reduce manual export/import work and enforce accurate expense coding. It can automatically export reimbursable and card expenses into Xero as Purchase Bills or Bank Transactions on a schedule, and it regularly imports your Chart of Accounts, contacts, suppliers, tracking categories, and other records so employees can select the correct options from dropdowns. A dedicated dashboard is provided to view and resolve export or mapping errors without digging through help documentation.

The page does not describe any specific AI models or autonomous agents; the automation appears to be rules-based data syncing and scheduled exports rather than adaptive AI behavior. Details on data privacy, security, and data residency are not provided in the snippet, and pricing is also not disclosed. This tool is not suitable if you don’t use Xero or Sage Expense Management, or if you’re looking for a general-purpose AI assistant rather than a focused expense/accounting integration.

Key Features
Connect Sage Expense Management to Xero through a self-serve, guided integration flow
One-click authentication using Xero credentials to enable the integration
Automatically sync expense data, including receipts and card transactions, from Sage Expense Management to Xero in real time
Auto-export reimbursable expenses to Xero as Purchase Bills
Auto-export credit card expenses to Xero as Bank Transactions
Use Cases
A finance team using Xero wants to stop manually exporting expense reports and instead have reimbursable and card expenses automatically created as Purchase Bills and Bank Transactions in Xero.
A controller needs employees to code expenses correctly without understanding accounting jargon, by importing the Xero Chart of Accounts and renaming categories into user-friendly terms in Sage Expense Management.
An accounting manager wants to avoid maintaining duplicate records by auto-importing contacts, suppliers, projects, and tracking categories from Xero into Sage Expense Management on a regular schedule.
Agenticness Score
7/ 20
Level 1: Limited

Some tool use, but you're still driving

Overall, Sage Expense Management’s Xero integration is a rule-based, automated data-sync and bookkeeping tool. It performs real actions in external systems (creating bills and bank transactions, syncing master data) on a schedule, but its behavior is largely deterministic and configuration-driven rather than agentic in the sense of autonomous planning or adaptive problem-solving. It best fits a low-to-moderate agentic profile as an automated integration service rather than a general-purpose AI agent.

Score Breakdown

Action Capability
2/4
Autonomy
1/4
Adaptation
1/4
State & Memory
2/4
Safety
1/4

Categories

Pricing
  • Pricing not publicly available
Details
Website: fylehq.com
Added: January 16, 2026
Last Verified: January 16, 2026
Agenticness: 7/20 (Level 1)
Cite This Listing
Name: Fyle
URL: https://agentic-directory.onrender.com/t/fyle
Last Updated: January 29, 2026

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