Xero

Xero

Accounting API for managing invoices, contacts, payments, bank transactions, and financial reports.

OAuth127 tools
Connect Xero

Three ways to use Xero

Ask your specialist

Pull data, take actions, or answer questions with this integration, right 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.

Tool

Add Contacts to Group

Adds one or more contacts to a contact group.

Tool

Aged Payables by Contact Report

Generates an aged payables report for a specific contact.

Tool

Aged Receivables by Contact Report

Generates an aged receivables report for a specific contact.

Tool

Allocate Credit Note

Allocates a credit note to one or more invoices.

Tool

Allocate Overpayment

Allocates an overpayment to one or more invoices.

Tool

Get started automating Xero

01Connect your accountLink your account securely with OAuth or an API key.
02Choose a trigger or toolPick the events and actions your workflow should use.
03Configure the workflowDescribe what you want and your specialist wires it up for you.
04Refine the processTest runs, review output, and tweak until it's right.
05Turn it onSet it live and it runs on a schedule or on events.

Specialist templates

Specialists that work with Xero

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Your Xero workflows, on autopilot.

Connect Xero and let AI agents handle the busywork.

Connect Xero

Create an account to connect your tools.

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