Integrations · Accounting & Finance
Put an AI employee to work in Xero.
Cloud accounting software for small businesses and their advisors. Your AI employee connects to it over Xero's web API, works at the approval level you set, and logs every action it takes.
What an AI employee can do 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.
An example in Xero
A two-partner bookkeeping practice looks after a group of café owners in Xero. One café has a bank line from a restaurant supply store with no Bill to match. The agent emails the café's manager, names the date and the store, and asks for the receipt. When the manager replies with a photo, it attaches the receipt to a draft Bill with the supplier and account code it suggests and queues the match for the bookkeeper. In the CRM, the café's record shows the question, the manager's reply and the draft waiting for review.
What stays with your people
Your bookkeepers approve every match and account code, and the partners own the advice they give each client.
The connection
- How it connects
- Over Xero's web API (HTTPS), or an MCP server where one exists. Its key is stored as a secret, scoped to the job, and never written into the AI employee's instructions. Set it up yourself in the Studio, or have us do it.
- What it reads and writes in Xero
- Invoice, Bill, Contact, Bank transaction, Credit note, Quote.
- Approval level
- Off, suggest, draft or autonomous, granted by you task by task. Outbound texts and deletions never pass draft.
- On the record
- Every call it makes to Xero is logged with what it did and when, so a person can pick up where it left off.
Industries that often run Xero
Questions about Xero
- Can it reconcile bank lines in Xero on its own?
- It suggests the match and a person approves it. If you want certain routine matches, such as a recurring rent payment, done automatically, you name them.
- We manage many client organisations in Xero. Does it work across all of them?
- Yes, if you connect them. Access is granted per organisation, so you choose which clients the agent works on.
- Will it email our clients directly?
- Only for the requests you define, like missing receipts, and those wait for approval unless you turn that off.
