Finance and ERP integration
AI agents for Xero.
Xero is cloud-based accounting software for small businesses, accountants, and bookkeepers. It connects to a business's bank and apps to manage invoicing, bank reconciliation, expenses, payments, and financial reporting online.
What an AI role does with your Xero data
A role works the records you already keep in Xero, governed and scoped to the job it is hired for.
Records it works with
- invoices
- contacts
- bank transactions
- accounts
- payments
- reports
What it can do
- read records with filtering and paging
- create records
- update records
- upload attachments and notes
- subscribe to webhooks
Roles you can deploy on Xero
3 roles
- Required · Medium
AR Specialist
Finance · Move Faster
Runs the dunning cycle against Xero invoices, reconciles bank transactions and payments, and flags disputes to the controller, with an audit log per action.
- Required · Medium
Financial Planning Analyst
Finance · Reduce Risk
Pulls actuals from Xero, the general ledger, invoices, and bills, to build forecasts and variance analysis against plan.
- Required · Medium
AP Specialist
Finance · Cut Cost
Captures and codes bills in Xero, matches them against the ledger, and queues payments for approval, with policy thresholds set by the controller.
Capabilities that use Xero
Specific capabilities that plug into Xero on top of the role's base stack.
AR Specialist
Invoice Collection
Required
AR Specialist
Revenue Recovery
Required
AR Specialist
Dispute Triage
Required
AP Specialist
AP Automation
Required
AP Specialist
Vendor Onboarding & KYC
Required
AP Specialist
Expense Classification
Required
AP Specialist
Invoice Dispute Intake
Required
Financial Planning Analyst
Cash Forecast
Required
Financial Planning Analyst
Budget Variance
Required
Financial Planning Analyst
Revenue Recognition
Required
Financial Planning Analyst
Monthly Reporting
Required
Common questions
- Does an AI role need its own Xero account?
- No. The role connects through Xero's API using OAuth 2.0 (authorization code, PKCE, and client credentials flows); refresh tokens expire after 60 days if unused, with the access your team grants. There is nothing to replatform.
- What can an AI role do with our Xero data?
- It works with invoices, contacts, bank transactions, accounts, payments, and reports, and can read records with filtering and paging, create records, update records, upload attachments and notes, and subscribe to webhooks. Each role is scoped to only the records and actions its job needs.
- Is the connection to Xero governed?
- Yes. Every action a role takes in Xero is logged and reviewable, under defined human oversight, with a full audit trail.
Already using Xero?
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