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Start your day knowing exactly where your business stands.

Match your bank transactions on your phone or computer from bed, over coffee, or on the train, and start your day knowing exactly where you stand because we can facilitate a direct link with Xero allowing you to automatically import your Sydney Mutual Bank account transactions on a daily basis, saving you time and money.

Through Xero, data can be made available automatically without the need to exchange it manually.

To initiate the set up process, and for further information, visit this page.

  The setup process


It's simple, easy and secure.

  1. Xero will require you to fill in an Authority to Disclose form, please sign it, and send it back to Xero.
  2. Once the form has been received, Xero will initialize the setup process and forward the Authority to Disclose form to Sydney Mutual Bank.
  3. Sydney Mutual Bank will then need to verify your details supplied to us by Xero. Please Note: Before we transfer any data to Xero, Sydney Mutual Bank will contact you to verify the request.
  4. Once verification is successful data exchange will be enabled with Xero.

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