--- title: "Xero: How to integrate Xero with your AI Agents and what the integration can be used for" last_updated: "2026-06-02T14:01:39.007Z" category: "Connecting Your Integrations" canonical_url: "https://maybeclients.com/h/maybe/xero-how-to-integrate-xero-with-your-ai-agents-and-what-the-integration-can-be-u" help_centre: "Maybe* Help Centre" --- # Xero: How to integrate Xero with your AI Agents and what the integration can be used for Note: This integration uses user-level access. Permissions are inherited directly from Xero, and each user must connect Xero individually to their own Maybe* account. This guide explains what the Xero integration is, what it can be used for, and how to connect and use it within your AI Agents and Automation Workflows. --- ## What is Xero? Xero is a cloud-based accounting platform designed for small and medium-sized businesses. When connected to Maybe*, your AI Agents can use Xero to support day-to-day finance tasks such as invoice management, expense handling, and working with real-time accounting data—helping reduce manual admin and improve consistency. --- ## Key Features With the Xero integration, you can: - Automate bank transaction imports and coding to reduce manual reconciliation work - Access real-time financial data to support reporting and decision-making - Create, send, and track invoices more efficiently - Support expense management and claim processing workflows - Work with multi-currency accounting for international transactions --- ## Example Use Cases Here are a few practical ways teams use Xero with AI Agents: 1. Automated bank reconciliation support Use an AI Agent to help categorise and reconcile bank transactions to save time and reduce errors. 1. Real-time reporting on demand Generate up-to-date financial summaries and reports automatically to support faster business decisions. 1. Invoice workflow automation Automatically create and send invoices based on internal triggers for example, when a job is marked complete , helping improve cash flow. 1. Expense and claims processing Streamline expense submissions, checks, and approvals to keep spending controlled and auditable. 1. Multi-currency operations Support businesses trading internationally by automating parts of multi-currency transaction handling and tracking. --- ## Getting Started ### How to Integrate Xero 1. Log in to your Maybe* account. 1. Go to Configure from the top navigation. 1. In the Integrations section, search for Xero. 1. Select the Xero integration, then click Connect. 1. When prompted, log in to your Xero account. 1. Review the requested permissions and authorise the connection. 1. Follow the on-screen steps to finish set-up. 1. Once connected, review and adjust any integration settings to suit your business needs. --- ## How to use Xero and your AI Agents Once Xero is connected, you can build practical workflows that reduce finance admin and improve visibility. Examples include: - Invoice creation from operational events When a deal is marked “won”, a job is completed, or a milestone is reached, your AI Agent can draft a Xero invoice using the correct contact, items, tax rates, and account codes—then share a link for review before sending. - Faster month-end preparation Ask your AI Agent to pull key reports Profit & Loss, Balance Sheet, Trial Balance for a specific period, summarise the numbers, and highlight unusual movements for example, expenses that are up significantly month-on-month . - Receivables and payables follow-up Use your AI Agent to review aged receivables/payables by contact, identify the largest overdue balances, and produce a prioritised follow-up list for your team or trigger an internal task for outreach . - Keeping customer/supplier records tidy When a new client is onboarded, your AI Agent can create the contact in Xero or check for an existing one , ensuring consistent naming and key fields—reducing duplication and errors later. - Quoting-to-invoicing flow Create quotes in Xero, track them by customer, and prompt your team to convert accepted quotes into invoices—helping standardise how work moves from proposal to billing. --- ## How your AI Agent can use this integration Below are the plugins currently available for Xero: - ListXeroOrganizationDetails: Retrieve organisation details from Xero e.g., organisation name and settings . - CreateXeroContact: Create a new contact in Xero customer/supplier and return a direct link to view it in Xero. - ListXeroContacts: List contacts in Xero, with pagination and search filtering. - ListXeroContactGroups: List contact groups in Xero or fetch details for a specific contact group . - UpdateXeroContact: Update an existing Xero contact and return a direct link to the updated record. - ListXeroAccounts: List Xero accounts codes and names for use in invoices and transactions. - CreateXeroBankTransaction: Create a bank transaction in Xero and return a direct link to view it. - ListXeroBankTransactions: List bank transactions in Xero with optional filtering and pagination. - CreateXeroCreditNote: Create a credit note in Xero and return a direct link to view it. - ListXeroCreditNotes: List credit notes in Xero optionally filtered by contact , with pagination support. - UpdateXeroCreditNote: Update a draft credit note in Xero requires providing all line items . - CreateXeroInvoice: Create an invoice in Xero and return a direct link to view it. - ListXeroInvoices: List invoices in Xero Draft/Submitted/Paid with filtering; can include line items when invoice numbers are provided. - UpdateXeroInvoice: Update a draft invoice in Xero requires providing all line items . - CreateXeroItem: Create an item in Xero for use on invoices/transactions. - ListXeroItems: List items in Xero item codes/descriptions , with pagination. - UpdateXeroItem: Update an existing Xero item. - CreateXeroManualJournal: Create a manual journal in Xero and return a direct link to view it. - ListXeroManualJournals: List manual journals in Xero optionally filtered , with pagination. - UpdateXeroManualJournal: Update a draft manual journal in Xero. - CreateXeroPayment: Create a payment against an authorised invoice in Xero and return a direct link. - ListXeroPayments: List payments in Xero with optional filters and pagination. - CreateXeroQuote: Create a quote in Xero and return a direct link to view it. - ListXeroQuotes: List quotes in Xero optionally filtered , with pagination. - UpdateXeroQuote: Update a draft quote in Xero requires providing all line items . - ListXeroTaxRates: List tax rates in Xero for use in invoices and line items. - ListXeroProfitAndLoss: Retrieve a Profit & Loss report for a specified period. - ListXeroReportBalanceSheet: Retrieve a Balance Sheet report from Xero. - ListXeroTrialBalance: Retrieve a Trial Balance report from Xero. - ListXeroAgedPayablesByContact: Retrieve aged payables by contact up to a report date. - ListXeroAgedReceivablesByContact: Retrieve aged receivables by contact up to a report date. - CreateXeroTrackingCategory: Create a tracking category in Xero e.g., Department, Region, Project . - CreateXeroTrackingOptions: Create tracking options values for an existing tracking category. - ListXeroTrackingCategories: List tracking categories and their options including IDs needed for categorisation . - UpdateXeroTrackingCategory: Update or archive/activate a tracking category. - UpdateXeroTrackingOptions: Update or archive/activate tracking options up to 10 at a time . --- ## Best Practices - Confirm permissions per user: Because access is user-level, ensure each team member connects their own Xero account correctly. - Keep financial data current: Regularly update and review data so outputs remain accurate and trustworthy. - Start small and scale: Begin with one workflow like invoice creation and expand once it’s working reliably. - Test before going live: Run test scenarios to ensure triggers, conditions, and outputs behave as expected. - Use consistent naming: Apply clear naming conventions for workflows, invoices, and reports to stay organised—especially with multi-currency work. --- ## Troubleshooting & Common Issues --- ## FAQs Can this be used in automations? Yes. Once connected, you can use the Xero plugins inside your AI Agents and Automation Workflows to automate finance processes such as invoices, reporting, contact management, and payments. Is it free to use? The Xero integration is available within Maybe*, but you’ll still need an active Xero account. Any costs related to Xero itself depend on your Xero subscription. Can I disable or remove the integration later? Yes. You can disconnect Xero from the Integrations area in Configure. Because this is user-level access, each user may need to disconnect their own connection. How do I update my Xero integration settings? Go to Configure → Integrations, select Xero, then update the settings as required. What should I do if my financial data is not syncing?