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Finance

Xero

Professional accounting software integration for invoicing, expense tracking, and financial reporting.

Features

Invoices

List, view, and create invoices for customers

Contacts

Search and manage customer/supplier contacts

Accounts

View chart of accounts and account balances

Reports

SOON

Generate profit & loss, balance sheet reports

What You Can Do

Ask your AI to create invoices from email conversations

Get instant summaries of outstanding receivables

Have AI match bank transactions to invoices

Generate financial reports on demand

How to Set Up

1

Sign up for The Proxies (Pro plan required for write access)

2

Go to Settings > Integrations

3

Click "Connect Xero" and log in to your Xero account

4

Authorize access to your Xero organization

Compatible Helpers

This integration works best with these helper categories:

Secure OAuth 2.0 Connection

Your connection to Xero uses industry-standard OAuth 2.0 authentication. We never see or store your passwords. API tokens are encrypted at rest, and you can revoke access at any time from your dashboard.

Ready to Connect Xero?

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