What can an AI agent do with Xero?

A Xero AI agent can list and summarise invoices, read your chart of accounts, pull balance sheet and P&L reports, browse bank transactions, and create invoices or contacts. An automated AI agent for accounting and finance workflows. Write actions require your approval.

How is this different from QuickBooks?

Xero is more common in the UK, Australia, and New Zealand and uses slightly different data models (organisations, bank feeds, tracking categories). If your business runs on Xero, connect Xero. If it runs on QuickBooks, connect QuickBooks. Both work the same way with your AI agent.

Can my agent modify financial records?

Write operations like creating invoices or contacts require your explicit approval. Your agent primarily reads financial data for reporting and analysis.

Is my Xero data stored?

Financial data is processed during task execution but not permanently stored. Only task outputs such as summaries and reports are saved to your run history.

Finance

Xero, run by an agent.

An AI agent that reads invoices, contacts, accounts, and bank transactions from Xero.

Connect Xero Book a demo

What it does without asking

14 tools

get account
get asset
get balance sheet report
get budget
get connections
get contact
get contacts
get invoice
get item
get manual journal
get organisation
get profit loss report
get project
get purchase order

These run without asking so your agent can gather what it needs. Anything that changes Xero goes through approval: your agent shows you the plan first, and you can approve a recurring task once so it runs unattended after that.

A real run

An example of how a run works, including the approval step. Not a Xero run.

Google Ads

Paid search

Working

review last week's google ads and cut wasted spend.

Queried Google Ads · last 7 days · 4 campaigns

Analyzed search terms · 312 terms · 18 with zero conversions

Drafted changes · 12 negative keywords · 2 budget shifts

Found $1,840/mo going to search terms that never convert. I'd add 12 negatives and move that budget to your two best campaigns. This changes the account, so it's your call before I touch anything.

Plan approval

Add 12 negative keywords stops $1,840/mo on terms with 0 conversions · reversible
Shift budget move the freed spend to your 2 best campaigns · roas 4.2×

Waiting for your approval. Nothing runs until a human decides.

example

Connecting Xero

About 10 minutes

Auth: OAuth, managed
Setup: About 10 minutes

Example tasks

Real work people hand to an agent that uses Xero.

Generate a weekly accounts receivable aging report and post it to Slack
Monitor overdue invoices and draft payment reminder emails for your approval
Pull a monthly P&L and compare it to the prior period automatically
Reconcile bank transactions against invoices and flag unmatched items

Questions

Common questions about putting an agent on Xero.

Put an agent on Xero.

Connect it, give it one task, see the first run today.

Try for free