Connect Xero to AI
Sync your Xero P&L, balance sheet, invoices, bills, and cash position. Ask your AI tool questions about revenue, expenses, profitability, cash flow, and outstanding invoices.
What we sync from Xero
Profit & Loss — revenue, cost of goods sold, gross profit, operating expenses, net profit
Balance Sheet — assets, liabilities, equity, point-in-time snapshots
Cash Position — bank balances, accounts receivable, accounts payable, working capital
Invoices — outstanding, overdue, paid counts and amounts with aging breakdown
Bills — payables with aging buckets (current, 1-30, 31-60, 61-90, 90+ days)
Expense Categories — detailed breakdown by category from P&L
Connection method
OAuth — connect your Xero organisation with read-only access
Example AI queries
Once connected, ask your AI tool questions like these about your Xero data:
“What's my net profit margin this month?”
“Show me outstanding invoices over 60 days overdue.”
“What are my top 5 expense categories this quarter?”
“How much cash do I have across all bank accounts?”
“Compare my revenue this month to last month from Xero.”
“What's my accounts receivable vs accounts payable right now?”
Works with Claude (MCP), ChatGPT (Custom GPT), Google Gemini, and Perplexity.
Even better with other data sources
Connect Xero alongside your other tools and ask cross-platform questions. The real power is in combining data from multiple sources.
Start using Xero with AI
Create an account, connect Xero, and start asking questions in minutes.
Get started free