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Bank Reconciliation Automation
Agents match bank transactions to invoices and suggest reconciliation actions.
Connect Xero accounting for invoicing, bank reconciliation, payroll, and financial data sync.
Connect Xero events to AI agent workflows with pre-built triggers and actions.
Fires when a new invoice is created in Xero.
Triggers when a payment is applied to an invoice.
Fires when new bank transactions are imported.
Triggers when a contact record is modified.
Fires when a client accepts a quote.
Generates a new sales invoice in Xero.
Matches a bank transaction to an existing entry.
Adds a new customer or supplier contact.
Applies a payment to an invoice.
Issues a credit note against an invoice.
Agents match bank transactions to invoices and suggest reconciliation actions.
AI analyzes Xero financial data to predict cash flow trends.
Automate invoice creation, sending, and follow-up based on business rules.
Yes. You can connect multiple Xero organizations and manage them through a single integration.
Yes. The connector supports Xero Payroll for employee pay runs and leave management.
The integration syncs in real time via webhooks, with a full reconciliation sweep every 15 minutes.
Create AI agents that connect to Xero with natural language — no code required.
Learn moreBuild multi-step workflows that automate actions across Xero and other systems.
Learn moreEnforce permissions, audit trails, and compliance on every agent action in Xero.
Learn moreSchedule a personalized demo to see how assistents’s AI agents integrate with Xero for your organization.