Xero

Xero AI Integration

Finance & ERP

With Xero connected, your assistants can answer questions from invoices, bills, bank transactions, contacts, and financial reports, across every Xero organization you connect. Ask which invoices are overdue or what Acme Corp still owes.

Access Mode
Read Only
Setup Time
~5 minutes
Auth Method
OAuth 2.0
Available soon Read-only by default

Connect Xero to JoySuite

Your assistants read Xero data with read-only access when someone asks.

Available soon. Setup takes about 5 minutes once it's ready.
Join Waitlist

What you can do

Checking what a customer owes usually means filtering the invoice list and opening their contact record.

List overdue invoices

"Show me all overdue invoices"

Ask which invoices are past due.

See yesterday's bank transactions

"What transactions came in yesterday?"

Ask which transactions came into your bank accounts on a given day.

Check a customer's balance

"What's the outstanding balance for Acme Corp?"

Ask how much a customer such as Acme Corp still owes.

Break revenue down by tracking category

"What was our revenue last month by tracking category?"

Ask for last month's revenue split by a Xero tracking category.

See bills due this week

"What bills are due this week?"

Ask which bills you need to pay in the coming days.

Match invoices to your CRM

"What invoices are outstanding for contacts in my CRM?"

See outstanding invoices for the contacts in your CRM.

What Your Assistants Can Access

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

📄

Invoices

Access sales invoices, line items, and payment status.

Invoice # Contact Amount Due Date Status
🏦

Bank Transactions

Query bank feed transactions and reconciliation.

Account Amount Date Description Status
👥

Contacts

View customer and supplier records.

Name Type Balance Email Phone
📋

Bills

Access purchase bills and payment status.

Bill # Supplier Amount Due Date Status
📊

Reports

Query P&L, balance sheet, and aged reports.

Report Period Filters Data
💳

Expenses

Access expense claims and receipts.

User Amount Category Date Status

Connector Commands

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

/xero invoice

Get Invoice

Retrieve invoice details and payment status.

/xero contact

Get Contact

View customer or supplier record.

/xero bank

Bank Transactions

Query bank feed transactions.

/xero bills

Get Bills

View bills due and payment status.

/xero report

Get Report

Generate P&L, balance sheet, or aged report.

/xero search

Search

Search across Xero transactions.

Commands respect your permissions and access settings.

Connect Xero to Your Other Tools

See how Xero works with your other connected tools.

🔵
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☁️

Xero + Salesforce Integration

Look up a customer's invoices and balance next to their CRM record.

🔵
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💬

Xero + Slack Integration

Get invoice status and financial answers directly in Slack channels.

🔵
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📊

Xero + Power BI Integration

Combine Xero figures with BI dashboards in one answer.

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📁

Xero + Google Drive Integration

Reference financial data alongside invoices and receipts stored in Drive.

Permissions & Access Control

You control exactly what JoySuite can access within Xero.

Default

Read Access

Read-only is the default for every connector. Your assistants can search and retrieve data. Nothing in your source system is ever changed.

  • Search and query records
  • View record details and history
  • Access related records and associations
  • View reports and dashboards
Not available

Write Access

The Xero connector is read-only. JoySuite can search and read Xero data but can't create, change, or delete anything in it.

  • Make changes in Xero itself
For your IT team Security & safety How JoySuite works with your LMS

Frequently asked questions

Does JoySuite store my Xero data?

No. JoySuite connects to Xero via OAuth and queries data in real-time. Your accounting data stays in Xero. JoySuite reads it from Xero when you ask a question and doesn't keep a copy.

What Xero permissions does JoySuite need?

Read access only. JoySuite queries invoices, contacts, and reports based on your Xero user permissions.

Can I limit which Xero data JoySuite can access?

Yes. JoySuite respects your Xero user permissions and organization settings. You control which data is available during setup.

How long does setup take?

About 5 minutes. Connect via OAuth, authorize access, and start asking questions about your accounting data.

Can I connect multiple Xero organizations?

Yes. JoySuite supports connecting multiple Xero organizations, and you can query across all of them.

Related Connectors

Other connectors people use with Xero.

QuickBooks

QuickBooks

Finance & ERP
Sage

Sage

Finance & ERP
NetSuite

NetSuite

Finance & ERP
Salesforce

Salesforce

CRM & Sales

Connect Xero when it launches

Join the waitlist and we'll tell you when the Xero connector is available.

Join Waitlist