How do I apply for finance using Xero?

Visit your selected lender’s website directly to apply for a loan (or other financial product). The lender’s application will guide you through the information they require and will offer you the opportunity to connect your Xero organisation. At this point, you’ll need to enter your Xero login credentials, accept the data-sharing terms, and provide your consent before your Xero data is shared with the lender. Once this is done, you just need to finish and submit the application. The lender will let you know if it is approved.

Frequently asked questions

How do I apply for finance using Xero?

Visit your selected lender’s website directly to apply for a loan (or other financial product). The lender’s application will guide you through the information they require and will offer you the opportunity to connect your Xero organisation. At this point, you’ll need to enter your Xero login credentials, accept the data-sharing terms, and provide your consent before your Xero data is shared with the lender. Once this is done, you just need to finish and submit the application. The lender will let you know if it is approved.

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