Signing up via the Xero App Store

You can sign up for CashWise via one of 2 methods: 

    1. Directly via CashWise: https://app.cashwise.asia/users/sign_up
    2. Via the Xero App Store: https://apps.xero.com/search?q=cashwise
The following steps are for the Xero App Store signup
  1. Enter your Xero credentials to login

Follow any additional authentication steps as prompted.




  1. Select Your Organisation

Choose the organisati
on you want to connect to CashWise.

Note: You can only connect one Xero account per CashWise account.






  1. Complete the Onboarding Form

Once connected, you will be directed to the onboarding form.

Upload all the required documents.

Wait for Approval





  1. CashWise will review your submission and notify you once your account is approved

You will be notified once your account is approved.



After approval, you can log in to CashWise directly using your Xero account.

Your CashWise account is now ready and fully connected to Xero! 

You should also see your Xero Account connected under Account Settings > Integrations.





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