Use Xero with AI
Connect nowList overdue invoices and draft reminders. No money is moved.
Finance & accounting
Using Xero in an agency
Xero is the accounts file, not the CRM. The agency-shaped jobs are reading what is overdue and drafting a reminder. No money moves. A completion invoice still needs a human who knows the fee on the agreement.
Connecting Xero does not add department tools or a higher package. It also does not calculate your commission for you from a chain. If the fee is not in Xero already, the draft should not invent a percentage.
What your bots can do
You can connect it now. Bots don’t do work in it yet: these are the actions listed, and each one is switched on after it passes our tests.
- DraftDraft a reminder or summary
- ReadRead permitted records
Example requests
Opens as a draft in your workspace once this is available. Nothing is sent by choosing one.
- “List overdue commission invoices and draft reminders.”Also needs: Accounting, Email. No money is moved.
Before you connect
- Account you’ll need
- A Xero organisation
- Who connects it
- Connected once by an admin, for the organisation.
- Approval
- Anything that sends, publishes or changes a record waits for your approval unless you set a policy. Spending needs its own limit.
- Known limits
- Read and draft only. No money is moved.
- Other charges
- Your own subscription, and any charges from the provider, are billed by them.
Questions
What account does Xero need?
A Xero organisation
Will a bot change Xero without asking?
No. Anything that sends, publishes or changes a record waits for your approval, and you see the account and the text. Connecting an app is not the same as a bot already doing tested work in it. The status on this page is the one to trust.
What are the limits with Xero?
Read and draft only. No money is moved.
Is KeyAccess an official Xero partner?
No. You connect an account you or your agency already have, through Xero’s own sign-in, where that connection is in the catalogue.