Finance
Xero with an AI agent. No setup.
Sign in to Xero once and a Dae works in it for you. No API keys, no MCP server, nothing to install. Read and update invoices, contacts, payments and accounting records in Xero.
Xero is connectedOne sign-in
Or ask
- Summarize a Xero monthly report
- Review bills you owe in Xero
- Prepare a draft Xero invoice
- Review unpaid invoices in Xero
- Record a payment against an invoice or bill
What a Dae knows how to do in Xero
6 ready skills. Ask for any of them in your own words, or for something else.
- Look up a customer or supplier in XeroFinds a Xero contact and shows their invoices, bills, payments and balance.Reads only
- Summarize a Xero monthly reportReads Xero profit and loss, balance sheet and trial balance for a period and explains the main movements, read only.Reads only
- Review bills you owe in XeroLists unpaid supplier bills by due date and age, with totals per supplier, and flags what is overdue.Reads only
- Prepare a draft Xero invoicePrepares a draft sales invoice in a named Xero organisation with exact lines, customer and tax, after checking for duplicates, with approval.Writes
- Review unpaid invoices in XeroLists overdue and unpaid Xero invoices by customer and age and shows who owes the most, read only.Reads only
- Record a payment against an invoice or billRecords that a Xero invoice or bill was paid, in full or in part, against the right bank account.Waits for your OK
Questions
Do I need an API key or an MCP server to use Xero with AI?
No. In daework you sign in to Xero once and choose which Daes may use it. There is no API key to paste, no MCP server to run and no workflow to build. You can disconnect it any time.
What can a Dae do in Xero without asking?
It reads and searches on its own. Each skill above says whether it changes anything. A payment, a post or a message to a person waits for your OK on a card in the chat.
Can a Dae use Xero with my other Apps?
Yes. One Dae can read Xero, look something up in Gmail or Stripe, build a page and post to Slack in one job. Every plan includes every App.
Can it run on its own?
Yes. Ask a Dae to do the job every morning, every Monday or when an email arrives, and it makes a routine. It keeps going while your laptop is closed.