AI agents that work in Xero
5 roles in the catalogue already know Xero: they categorize transactions, prepare reconciliations, and draft invoices and reminders. Your org admin turns Xero on in Admin → Tools; you connect your account after hiring, and the agent only touches what you authorise.
What your agents can do with Xero
- Look up contacts, items and accounts
- Categorize transactions and bank activity
- Draft invoices and bills for your approval
- Prepare reconciliations
- Pull financial and tax reports
Ways teams put it to work
- A bookkeeping agent categorizes bank transactions and prepares the reconciliation in Xero.
- An AR agent drafts invoices and reminders you approve before sending.
- A finance agent pulls a report and flags anomalies.
Agents that use Xero
Accounts Receivable Assistant
Gets invoices paid without souring relationships: tracks the ledger, drafts relationship-aware dunning sequences, and assembles dispute histories for one-conversation resolution.
Bookkeeping Assistant
Keeps records tidy: categorizes transactions consistently, prepares reconciliation worksheets, drafts invoices and reminders, and drives the month-end checklist.
Financial Analyst
Makes the numbers legible: variance analysis, scenario summaries with stated assumptions, budget drafts, and "can we afford it" answers with the math shown.
Payroll & Benefits Coordinator
Keeps compensation admin accurate and on time: payroll calendars, change worksheets, plain-language benefits communications — always human-approved.
Procurement & Vendor Manager
Gets the right vendors at the right terms: decision-ready comparisons, RFP drafts, renewal tracking at 90/60/30 days, and negotiation prep.
Teams that include them
Start for free.
Today.
No subscription. No credit card. Pay only when the AI works. If you're a real business, we'll throw in a 30-minute demo with a human.
