Aassistents.ai
Schedule a Demo

Xero Integration

Connect Xero accounting for invoicing, bank reconciliation, payroll, and financial data sync.

Get a DemoAll Integrations
Finance & Procurement< 5 min setupBidirectional, Real-timeSOC 2GDPR
.// Triggers & Actions

What you can automate with Xero.

Connect Xero events to AI agent workflows with pre-built triggers and actions.

Triggers
Invoice Created
Fires when a new invoice is created in Xero.
Payment Applied
Triggers when a payment is applied to an invoice.
Bank Transaction Imported
Fires when new bank transactions are imported.
Contact Updated
Triggers when a contact record is modified.
Quote Accepted
Fires when a client accepts a quote.
Actions
Create Invoice
Generates a new sales invoice in Xero.
Reconcile Transaction
Matches a bank transaction to an existing entry.
Create Contact
Adds a new customer or supplier contact.
Record Payment
Applies a payment to an invoice.
Create Credit Note
Issues a credit note against an invoice.
.// Data Synced

Data types available through this integration.

Invoices & Quotes
Bank Transactions
Contacts
Payroll Data
.// Use Cases

How enterprises use Xero with assistents.

Bank Reconciliation Automation

Agents match bank transactions to invoices and suggest reconciliation actions.

Cash Flow Forecasting

AI analyzes Xero financial data to predict cash flow trends.

Invoice Management

Automate invoice creation, sending, and follow-up based on business rules.

.// FAQ

Frequently asked questions.

Does the integration support multi-organization Xero setups?

Yes. You can connect multiple Xero organizations and manage them through a single integration.

Can agents handle Xero payroll data?

Yes. The connector supports Xero Payroll for employee pay runs and leave management.

How often does data sync?

The integration syncs in real time via webhooks, with a full reconciliation sweep every 15 minutes.

.// Related Integrations

Explore more integrations.

QuickBooks

Sync QuickBooks Online for invoicing, expenses, payments, and financial reporting.

Finance & Procurement

Stripe

Integrate Stripe for payment processing, subscription management, and revenue data sync.

Finance & Procurement

Oracle NetSuite

Connect Oracle NetSuite for financial management, inventory, orders, and CRM data sync.

ERP & Enterprise

Sage Intacct

Connect Sage Intacct for cloud financial management, GL, AP, AR, and reporting.

Finance & Procurement
.// Products

Power your Xero integration with AI agents.

Agent Builder

Create AI agents that connect to Xero with natural language — no code required.

Workflow Builder

Build multi-step workflows that automate actions across Xero and other systems.

Agent Governance

Enforce permissions, audit trails, and compliance on every agent action in Xero.

.// Get Started

Ready to connect Xero?

Schedule a personalized demo to see how assistents’s AI agents integrate with Xero for your organization.

Get a DemoExplore Platform