Xero
Accounting API for managing invoices, contacts, payments, bank transactions, and financial reports.
Three ways to use Xero
Chat with Geni
Ask Geni to pull data, take actions, or answer questions using this integration in a conversation.
Build a workflow
Create automated workflows that trigger on events, run on a schedule, or chain multiple tools together.
Power an app
Use this integration as a data source or action layer behind a dashboard, form, or internal tool.
Supported tools
Actions your AI agents can perform with Xero.
1099 Report
Generates a 1099 report for US organisations for a tax year.
Add Contacts to Group
Adds one or more contacts to a contact group.
Aged Payables by Contact Report
Generates an aged payables report for a specific contact.
Aged Receivables by Contact Report
Generates an aged receivables report for a specific contact.
Allocate Credit Note
Allocates a credit note to one or more invoices.
Allocate Overpayment
Allocates an overpayment to one or more invoices.
Get started automating Xero
Ready-to-use workflows
Prompts using Xero
Monthly Xero P&L variance narrative for leadership
On the first business day of each month, get a written variance narrative comparing last month's P&L to the prior month and budget, sent to Slack and the CFO.
Turn accepted Xero quotes into instant client kickoff kits
Every 15 minutes, sweep Xero for newly accepted quotes and spin up a Notion project page, a Slack heads-up, and a draft welcome email for each new client.
Monday morning overdue accounts triage brief for Xero
Every Monday at 8am, get a ranked Slack brief of your ten riskiest overdue customers with a risk tag and a recommended next action for each.
Create Xero sales invoices from new Shopify orders
Every new Shopify order becomes a Xero contact and sales invoice with the right line items and tax, plus a Slack receipt for your finance channel.
Turn vendor invoice emails into draft bills in Xero
Every 30 minutes, this agent reads new supplier invoice emails in Gmail, drafts the bill in Xero, and asks for approval in Slack.
Auto-draft Xero invoices from HubSpot Closed Won deals
When a HubSpot deal closes won, this agent drafts the matching Xero invoice, syncs the customer, and posts a confirmation in Slack.
Tone-aware overdue invoice chaser for Xero
Every weekday at 8am, send personalised dunning emails to overdue Xero customers and post a Slack summary of who got chased and how much is outstanding.
Match Stripe payments to Xero invoices automatically
Every successful Stripe charge finds its matching Xero invoice, records the payment, books the Stripe fee, and logs the reconciliation for finance.
