Connecting Weel to Xero means authorising access to several types of data, including Bank Statements and Reports. Weel uses these two permissions to create a dedicated bank feed for your Weel spend and confirm it reconciles correctly, not to view your other bank accounts. This keeps your Weel and Xero reconciliation automatic and accurate.
How It Works
- Bank Statements access: Creates and maintains your dedicated Weel Expenses Account bank feed in Xero, shown as DiviPay Expenses Account on older integrations that haven't migrated the name.
- Automatic reconciliation: Every completed Weel transaction is pushed into that feed as a statement line, so your bookkeeper or accountant can reconcile without manual imports.
- Reports access: Checks the opening and closing balance of the Weel Expenses Account so Weel can confirm it's reconciling correctly over time.
- Scope stays limited: Both permissions apply only to Weel's own Weel Expenses Account; Weel can't read, write, or store data from your other bank feeds or reports.
- Ongoing, revocable access: Authorising the integration grants access for as long as it stays connected, and you can revoke it anytime from your Xero account.
- The rest of the ask: Contacts, Organisation settings, File library, Attachments, and Business transactions permissions cover the rest of the integration, importing your chart of accounts, tax rates, tracking categories, and suppliers, and posting your coded transactions, receipts, and any new suppliers back into Xero.
Good to know
- The Bank Summary report Weel calls technically includes every account's balance in one response, but Weel's code only reads and uses the row for its own Weel Expenses Account. It never stores or surfaces your other balances.
- Xero calls the Bank Statements permission the "Bank Feeds" scope in its own documentation. Same permission, different name.
- You'll also see Xero's own consent screen after authorising in Weel. It's a separate page outside Weel's control, but it lists the same permissions.