What can an AI teammate do with Xero?

A Xero AI teammate 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 assistant 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 teammate.

Can my teammate modify financial records?

Write operations like creating invoices or contacts require your explicit approval. Your teammate 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

AI Teammate for Xero

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

Your AI teammate for Xero reads invoices, contacts, chart of accounts, and bank transactions across your Xero organisation. An automated AI assistant for accounting automation, month-end reporting, and cash flow analysis. Write actions always require your approval.

Xero is where your books live. A Xero AI teammate reads outstanding invoices, reconciles bank transactions, and generates the financial summaries your team needs without anyone logging into the dashboard.

Connect Xero Visit Xero

What your AI teammate can do with Xero

Read-only actions run automatically. Write actions require your approval.

Read-only actions

list invoices

Browse all invoices by status, contact, or date

list contacts

View customers and suppliers in your Xero address book

list accounts

Read your chart of accounts and balances

list bank transactions

Browse bank statement lines and reconciliation status

get balance sheet

Retrieve a balance sheet report for a given date

get profit and loss

Pull a P&L report for a given period

Write actions (require approval)

create invoice

Draft and submit a new invoice for a contact

create contact

Add a new customer or supplier to Xero

Example workflows with Xero

Real tasks you can run on a schedule or on demand.

task

Generate a weekly accounts receivable aging report and post it to Slack

task

Monitor overdue invoices and draft payment reminder emails for your approval

task

Pull a monthly P&L and compare it to the prior period automatically

task

Reconcile bank transactions against invoices and flag unmatched items

How to connect Xero

Create a free m8tes account.

Connect Xero

Click Connect and complete the OAuth flow or enter your API key.

Create a task

Give your AI teammate a task that uses Xero. It handles the rest.

Xero AI teammate: FAQ

Common questions about using an AI teammate with Xero.

Build an AI teammate for Xero

Connect Xero to an autonomous AI teammate that reads data, runs tasks on schedule, and delivers structured output.

AI teammates — all integrations
Build a teammate that uses Xero alongside your other tools.

Related integrations

Teams that use Xero also connect these.

Stripe

Finance

QuickBooks

Finance

Google Sheets

Productivity

Slack

Communication

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