Sterling

Ludwig Wendzich

Connected Apps

This guide covers setting up an Exchange shared mailbox and connecting it to Sterling.

Setting Up Shared Inboxes for Sterling - Microsoft Exchange

This guide covers setting up a Google Workspace delegated mailbox and connecting it to Sterling.

Setting Up Shared Inboxes for Sterling - Google Workspace

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Everything you need to know about using Sterling with Xero.

Xero Overview

Sterling is an AI assistant accountant that connects to Xero to process invoices, keep your books tidy, and save your team time. This article walks you through connecting Sterling to…

Getting started with Sterling + Xero

How Sterling files invoices to Xero

Your Xero connections live under Skills → Ledger Connections → Xero in Sterling. From here you can add more organisations, disconnect a specific organisation, reconnect after a disconnect, or disable…

Managing your Xero connection

This article explains what data flows between Sterling and Xero, what permissions (OAuth scopes) Sterling requests, and how your data is protected end‑to‑end.

Data sharing, permissions and security

Quick answers to the questions customers ask most often. If your question isn't here, try Troubleshooting or email support@histerling.com.

Frequently asked questions

Troubleshooting

Sterling uses some words that differ from Xero's — usually because Sterling has to describe the same concept across multiple ledgers (Xero, Business Central, etc.). This page translates.

Glossary

Xero

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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