Getting Started:

Getting started with Medial is quick and easy! Follow these simple steps to begin:

  1. Start Your Free Trial

    2. Click the "Start Free Trial" button located at the top of our website.

  2. Create Your Account

    3. Fill out the required details as shown in the example below to set up your Medial account.

    Once your account is set up, you'll be ready to connect your Xero data and explore the power of seamless AI-driven accounting insights!

Connect to Xero

Follow these simple steps to connect your Xero data to Medial:

  1. Access Integrations

    2. Once you've set up your account, click the "Integrations" button at the top of the website.

  2. Connect to Xero

    3. Select the "Connect to Xero" button.

  3. Choose Your Organisation
    • Select the Xero organisation you’d like to connect.
    • Click "Allow Access" to authorize the connection.
  4. Data Synchronisation

    5. Your Xero data will begin syncing with Medial. This process typically takes between 30 to 60 minutes, depending on the size of your data. You will receive an email once this process is complete.

Chat with your Xero Data:

Once your Xero connection is successfully established, you’re ready to start exploring your accounting insights:

  1. Click the "Chat with Xero" button to begin.
  2. Ask questions, uncover trends, and gain real-time insights from your accounting data effortlessly.

It’s that simple – start making smarter decisions with Medial!



Chat with files:

Upload Your Files

  • Click on the "Files" option at the top of the website.
  • Click "Add New Files" to upload your documents.
  • Supported file types include PDF and Word.

Start Chatting with Your Files

  • In the Assistant section of your Dashboard, select "File" as shown below.
  • Start asking questions to uncover insights from your data.

Medial makes it easy to analyze your files and turn them into actionable answers!

Data Flow

Medial is an AI-powered accounting assistant that connects directly to Xero. It pulls financial data from Xero (read-only) and allows users to query it using natural language.

FAQs

Medial is your AI-powered accounting assistant, built to make accounting insights instant and effortless. Seamlessly integrated with Xero, Medial lets you ask questions about your finances and get fast, accurate answers—turning complex data into clear, actionable insights for smarter decisions.

Medial syncs directly with your accounting data from Xero, transforming numbers into insights on demand. Just ask Medial a question, and our powerful AI dives into your data to deliver fast, accurate answers. It’s like having an accounting expert at your fingertips, ready to simplify your financials and keep your business on track.

Medial currently syncs with Xero for instant insights into your financial data. You can also upload PDFs and business docs to unlock insights fast. And we’re not stopping there—soon, Medial will support even more accounting platforms to power up your data like never before!

Yes, Medial offers a free 14-day trial, allowing you to experience its full range of features without any commitment.

Medial is built with enterprise-grade security, delivering robust, industry-standard protection for your data. We prioritize your privacy—our AI provides insights without any training on your data, ensuring that your information stays private, secure, and fully protected at all times.