Run small-business books with Xero

Prep BAS and VAT returns. Chase overdue invoices in your voice. Reconcile multi-currency bills in Xero — all from one chat.

Connect in one step

Connect Xero with a single OAuth handoff. No setup, no API keys to manage.

Ask your agent

1

Prep the quarterly BAS and draft a one-page summary for the accountant.

2

Reconcile this month's bank feed and flag the items needing manual review.

3

Chase overdue invoices with tailored emails segmented by relationship.

4

Find duplicate AP bills and draft verification requests to suppliers.

5

Draft the monthly board management report with variance commentary.

Try this with Xero

Connect Xero in one OAuth handoff and start chatting. Free during open beta.

Take action

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Reconcile a bank transaction
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Approve a bill for payment asks before doing
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Send a customer invoice
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Void an invoice asks before doing
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Create a journal entry asks before doing
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Export a BAS report

Workflows that use Xero

Track AR Aging and Run CollectionsBuild a 13-Week Cash Flow ForecastAnalyze Vendor and Category SpendPrepare Audit and Tax WorkpapersRun a Monthly Business ReviewAutomate AP Invoice ApprovalsRun Monthly Flux and Variance AnalysisClose Month-End Books

Pairs well with

Chat with StripeChat with PlaidChat with GmailChat with Google SheetsChat with SlackChat with HubSpotAI for Finance OpsAI for Law & Accounting Practice FoundersAI for Professional Services FoundersAI for Local Service Business FoundersDraft an investor update with AIAsk about your runway

Ready to chat with Xero?