FinanceAI teammates for Xero
Stay on top of unpaid invoices and unmatched transactions.
Your Mate
Your result
The request
List unpaid invoices by how long they're overdue
Result and follow-up
Review the work with your Mate.
More work to hand off
- Draft payment reminders for your review
- Flag bank transactions that don't match an invoice
Give your agents a job.
Your Mate
Sets up the task and cadence.
Specialist Mate
Does the recurring work.
You
Set the goals. Review the results.
Available actions
14 actions- get account
- get asset
- get balance sheet report
- get budget
- get connections
- get contact
View all 14 actions
- get contacts
- get invoice
- get item
- get manual journal
- get organisation
- get profit loss report
- get project
- get purchase order
These run without asking in Safe mode. Other changes in connected apps can also run in Safe mode. Payments, refunds, and other financial actions still need your approval.
Connecting Xero
- Connection
- Sign in with your account
- Setup
- About 10 minutes
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