Xero

Xero

Finance & ERP

Connect Xero to JoySuite and give your AI assistants access to your accounting data. Query invoices, bank transactions, contacts, and financial reports using natural language.

Access Mode
Read Only
Setup Time
~5 minutes
Auth Method
OAuth 2.0
Coming Soon

Connect Xero to JoySuite

Enable your AI assistants to query Xero data, surface financial insights, and help your team stay on top of finances.

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What Your Assistants Can Access

JoySuite securely connects to Xero, making these resources available to your AI assistants.

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Invoices

Access sales invoices, bills, and payment status.

Invoice # Contact Amount Status Due Date
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Bank Transactions

Query bank feeds, transactions, and reconciliation.

Date Description Amount Account Reconciled
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Contacts

Access customers, suppliers, and contact details.

Name Email Balance Type Status
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Accounts

Query chart of accounts and balances.

Account Code Type Balance Currency
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Reports

Access P&L, balance sheet, and budget reports.

Report Type Period Columns Totals
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Payments

View payment records and batch payments.

Date Amount Invoice Account Reference

Connector Commands

Use these specialized commands to interact with your Xero data directly in conversations.

/xero invoice

Get Invoice

Retrieve invoice details and payment history.

/xero contact

Get Contact

Access customer or supplier record.

/xero bank

Bank Transactions

Query bank feed and transactions.

/xero report

Run Report

Generate financial report.

/xero aging

Aged Report

View aged receivables or payables.

/xero search

Search

Search contacts and transactions.

Example Prompts

See how your team can leverage Xero data with natural language queries.

"

Show me all overdue invoices. What's the total amount outstanding?

Invoices Overdue AR
"

What's our bank balance and what were the largest transactions this week?

Bank Transactions Cash Flow
"

Pull the P&L for last month. How does it compare to the same month last year?

P&L Comparison YoY
"

Which customers have outstanding balances over $5,000?

Customers AR Collections

Cross-System Intelligence

Combine Xero data with other connected systems for deeper insights.

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Xero + CRM

Surface customer payment status alongside sales opportunities.

Complete customer financial view
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Xero + Slack

Get financial answers instantly in team conversations.

Real-time accounting data
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Xero + Analytics

Combine Xero data with business intelligence tools.

Enhanced financial analysis
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Xero + E-Signature

Track signed contracts alongside invoices and payments.

Contract-to-cash tracking

Permissions & Access Control

You control exactly what JoySuite can access within Xero.

Default

Read Access

Standard access level for querying Xero data.

  • View invoices and transactions
  • Access contact records
  • Run financial reports
  • Query bank transactions
Not Available

Write Access

Write access is not available for this connector.

  • Xero is read-only by design
  • Invoice creation requires Xero
  • Data integrity preserved
  • Full audit trail maintained

Connect in Minutes

1

Click Connect

Select Xero from the connector library

2

Authorize

Log in and approve the connection

3

Configure

Choose which data to sync

4

Start Asking

Query your data with natural language

Related Connectors

These connectors work great alongside Xero.

Ready to Connect Xero?

Give your AI assistants access to your Xero data. Get started in minutes.

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