Integration

Xero and Nifty Grants

Gone are the days of export, download, import. With Nifty Grant’s Xero integration, connect the two accounts in just seconds and your financial statements will be available to import at the click of a button!
Instant
Get immediate access to the financial statements you need to complete an R&D claim
Save time
Save the back and forth between accountants and advisors when you prepare your claim
Visibility
Give Nifty Forms advisors a view into your project financials so every eligible dollar is accounted for

How it works

1
Click Xero to connect
Click the Xero button next any question in Nifty Grants that requires you to upload a document.
2
One time authentication
Follow the simple steps to connect your Xero account with Nifty Grants. You’ll only need to do this once.
3
One-click import
We’ll automatically generate the required documents and import them into Nifty Grants.

Who is Xero?

It's all online, so you can work when and where you want to. Just login with your PC, Mac or mobile. Your bank statements are automatically imported and categorized, letting you see your cashflow in real­time. Invite your team and work together on financials. You can collaborate over your up­-to-­date numbers. Xero has all you need to run your business – including invoicing, paying bills, sales tax returns, reporting and much more.