Connecting your accounting software is one of the first things you'll do in Weel, and it's fair to ask exactly what data we access. This article explains what Weel reads from Xero, MYOB, NetSuite or QuickBooks, what we write back, and, just as importantly, what we never touch.
What Weel reads
Weel reads a small set of reference data so it can code your spend correctly and post it to the right place:
- Your chart of accounts, so you can map Weel categories to your accounts and every transaction lands in the right one.
- Your tax rates and tax codes, so GST and other tax is applied correctly.
- Your tracking categories, so spend can be tagged to the classes, departments or locations you already use.
- Your supplier list, so bills and payments match the suppliers already in your books, and we don't create duplicates.
- Your organisation details and accounting period lock date, so Weel knows which entity it's syncing to and never posts into a period you've already closed.
That's the extent of what we pull in. Weel reads this data to do its job and nothing more.
What Weel writes back
The sync runs both ways. Weel writes your Weel activity into your accounting software so you don't have to re-key it:
- Coded transactions. Each Weel transaction is posted to your books, and coded to the account, tax rate and tracking categories you previously mapped.
- Receipts and tax invoices are attached to the transaction so your records are complete.
- New suppliers are created if you pay a supplier that isn't already in your accounting software.
- A Weel bank feed. Weel can feed its transactions into your accounting software as a bank feed for easy reconciliation.
What Weel doesn't read
Weel does not:
- Read your connected bank account, balances or bank transactions. Weel works from your own Weel balance, and has no view of your business bank account.
- Access your payroll data.
- Read your customers or the invoices you send them. Weel only reads your supplier list for paying bills, and does not interact with your accounts receivable.
- Change or delete data it didn't create. Weel manages the transactions, receipts and suppliers it syncs, but does not touch your existing records.
How the integration is kept secure
When connecting with your accounting software, Weel integrates using each platform's official, token-based authorisation. You log in with your accounting provider, not with us, and no passwords or other credentials from your account are stored in Weel.
You can disconnect the integration at any time if needed from Settings > Integrations.
Note: when you connect, your accounting provider may show a consent screen listing the permissions it can grant. This is standard for that platform and can be broader than what Weel actually uses. The list above reflects the data Weel reads and writes in practice.
FAQs
Will connecting change anything in my books straight away?
No. Connecting only lets Weel read the reference data above. Nothing is written to your books until you have Weel transactions to sync.
Does Weel see my bank balance?
No. Weel has no access to your business bank account. It works only from your Weel account balance.
Can I control what gets synced?
Yes. Your chart of accounts mapping and tax settings control how spend is coded. See What accounts from accounting software can I map within Weel.