Multi-Entity Xero Reporting Portal
Budget / SalaryA$750–1,500
TypeFreelance project
LocationRemote
Posted2 hours ago
I would like a lightweight web application that:
1. connects to several Xero organisations through the public API,
2. pulls the chart of accounts for each Xero organisation,
3. pulls key financial data such as balance sheet balances (as at a reporting date), and P&L monthly/periodic balances for identified accounts,
4. displays this financial data in a table with a text editor,
5. lets the user download that information in Excel, PowerPoint, or PDF format.
Minimum deliverables
1. Source-controlled web app (any mainstream stack) that authenticates against a local user table,
2. Working Xero API integration capable of reading multiple tenant IDs,
3. Scheduled job script for periodic retrieval,
4. Front-end screens for data editing and input, preview, and one-click export to the three formats,
5. Deployment instructions so I can host it on my own server.
If a framework, SDK, or reporting library helps you move faster, just note the licence so I can budget for it. I’m happy to iterate on UI/UX once the underlying data flow is rock-solid.
1. connects to several Xero organisations through the public API,
2. pulls the chart of accounts for each Xero organisation,
3. pulls key financial data such as balance sheet balances (as at a reporting date), and P&L monthly/periodic balances for identified accounts,
4. displays this financial data in a table with a text editor,
5. lets the user download that information in Excel, PowerPoint, or PDF format.
Minimum deliverables
1. Source-controlled web app (any mainstream stack) that authenticates against a local user table,
2. Working Xero API integration capable of reading multiple tenant IDs,
3. Scheduled job script for periodic retrieval,
4. Front-end screens for data editing and input, preview, and one-click export to the three formats,
5. Deployment instructions so I can host it on my own server.
If a framework, SDK, or reporting library helps you move faster, just note the licence so I can budget for it. I’m happy to iterate on UI/UX once the underlying data flow is rock-solid.
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