Integrations · Accounting & Finance

AgentWorks agents connect to Xero and automate accounting and finance operations.

Cloud accounting software for small businesses and their advisors. AgentWorks builds the agent around how your business uses it, and the agent records its work in your CRM so nothing it does is invisible. Get your assessment to see how it works in your business.

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What the agent does in Xero

  • Your reconciliation agent matches Xero bank lines to invoices and bills and queues the exceptions for review.
  • It chases missing receipts from the people who spent the money.
  • It sends each client a plain-English summary of what changed in their books this month.

Where the work is recorded

An agent that cannot record what it did is a chatbot. Every agent writes what was billed, paid, chased and flagged, on the client record, in the EngageSuite360 CRM your team already sees, so a person can pick up exactly where the agent left off.

Industries that run Xero with agents

AccountingConstructionProperty ManagementConsultingLogisticsHealthcare

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