SHEET 01Finance & Procurement IntegrationXR

Xero Integration

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

Get a demo All integrations
  • Finance & Procurement
  • < 5 min setup
  • Bidirectional, Real-time
  • SOC 2
  • GDPR
XeroSOURCEDataSYNCAgentGOVERNEDActionsOUT
5Event triggers
5Agent actions
4Data types synced
< 5 minTime to connect
SHEET 02Triggers & ActionsI/O

What you can automate with Xero

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

IN → Triggers5 events
  • TRG-01

    Invoice Created

    Fires when a new invoice is created in Xero.

  • TRG-02

    Payment Applied

    Triggers when a payment is applied to an invoice.

  • TRG-03

    Bank Transaction Imported

    Fires when new bank transactions are imported.

  • TRG-04

    Contact Updated

    Triggers when a contact record is modified.

  • TRG-05

    Quote Accepted

    Fires when a client accepts a quote.

Actions → OUT5 actions
  • ACT-01

    Create Invoice

    Generates a new sales invoice in Xero.

  • ACT-02

    Reconcile Transaction

    Matches a bank transaction to an existing entry.

  • ACT-03

    Create Contact

    Adds a new customer or supplier contact.

  • ACT-04

    Record Payment

    Applies a payment to an invoice.

  • ACT-05

    Create Credit Note

    Issues a credit note against an invoice.

SHEET 03Data SyncedBIDIRECTIONAL

Data types available through this integration

Xero sync schemaBidirectional, Real-time
DS-01Invoices & Quotes
DS-02Bank Transactions
DS-03Contacts
DS-04Payroll Data
SHEET 04Use CasesFIELD

How enterprises use Xero with assistents

UC-01Live

Bank Reconciliation Automation

Agents match bank transactions to invoices and suggest reconciliation actions.

UC-02Live

Cash Flow Forecasting

AI analyzes Xero financial data to predict cash flow trends.

UC-03Live

Invoice Management

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

SHEET 05Specification NotesFAQ

Questions about the Xero integration

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.

SHEET 06Related IntegrationsLINKED

Explore more integrations

INT-01

QuickBooks

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

Finance & Procurement
INT-02

Stripe

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

Finance & Procurement
INT-03

Oracle NetSuite

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

ERP & Enterprise
INT-04

Sage Intacct

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

Finance & Procurement
SHEET 07ProductsPRD-01..03

Power your Xero integration with AI agents

PRD-01

Agent Builder

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

Learn more
PRD-02

Workflow Builder

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

Learn more
PRD-03

Agent Governance

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

Learn more
SHEET 08Sign-offREADY

Ready to connect Xero?

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

Get a demo Explore platform
Connector
Xero
Category
Finance & Procurement
Sync
Bidirectional, Real-time
Setup
< 5 min
Compliance
SOC 2 · GDPR