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
Call overdue Xero customers with an AI collections agent
Every weekday at 10am, an AI voice agent phones your most overdue Xero accounts, logs what each customer promised, and reports back to finance in Slack.
Partner payout approval queue with Xero bill handoff
Review Introw partner payouts line by line, approve them from one board, raise the matching bill in Xero, and post every approval to Slack.
Booked vs collected cash flow desk for HoneyBook studios
See every HoneyBook project's booked revenue next to what actually landed in your bank, chase what is late, and bill the next payment in one click.
Client hosting cost and margin portal for DigitalOcean
See what each client's DigitalOcean hosting really costs you, what you bill them, and the margin between, then draft the Xero invoice in one click.
Supplier risk board for Xero, checked against the UK register
See every supplier you pay ranked by money at risk, with UK register warning signs like overdue accounts and insolvency sitting next to what you owe them.
Checkout.com to Xero month-end reconciliation workbench
Line up each day of Checkout.com takings against what Xero says hit the bank, work only the days that disagree, and sign them off with an audit trail.
Accounts payable review desk for supplier portal invoices
See every invoice your browser agents downloaded, read the PDF beside the extracted details, and file it to Xero as a draft bill in one click.
Chase overdue Xero invoices with Adyen payment links
A morning worklist of every unpaid Xero invoice, sorted by how late it is, with one click to send a card payment link and see who has paid.
