Xero integration with AI agents
Xero is cloud accounting software used by small and mid-sized businesses and accountants for invoices, bills, bank reconciliation and reporting. The agent reaches Xero through the iTeam app catalog, using the official API and OAuth, to read and create invoices, accounts, contacts and reconciliation entries.
What AI agents do with Xero
Supplier invoices entered
Invoices that arrive by e-mail are read and entered in Xero as bills, with a suggested ledger account. The accountant approves in batches.
Overdue invoices chased
The agent follows overdue invoices in Xero and sends reminders with the payment link, in English or Portuguese.
Reconciliation prepared
It suggests matches between the bank statement and the entries and sets aside what did not match. The accountant reviews only the exceptions.
Overseas subsidiary tracked
For companies with operations in more than one country, the agent consolidates the Xero figures in the parent company's monthly report.
Connect Xero once. The agents use it within your rules.
- In the app catalogAvailable in the iTeam app catalog, with the app’s own login and permissions per agent.
- Each agent gets the right accessYou decide what each agent can read or do in Xero, by area and by person.
- Human approval where it mattersSensitive actions wait until someone with the authority approves them.
- A trail and a cost for every actionWho asked, what the agent did in Xero and what it cost, all on record.
Ready-made AI teams that use Xero
Bank reconciliation team
Bank lines, Stripe payouts and ledger entries are matched each morning. You only see what did not match, with a reason.
Accounts payable team
Invoices arrive by e-mail and in shared folders. The team reads them, checks them and lines them up for your approval before the due date.
Cash flow forecast team
Every week the projection is rebuilt from your books, open invoices and bills, with a plain note on what changed and why.
Bookkeeping team
Transactions are categorized as they come in, receipts are matched, and the month-end close starts with a short list of questions.
Often used together with Xero
Questions about Xero and AI agents
Does iTeam integrate with Xero?
Yes, through the iTeam app catalog, using the official Xero API.
Does the agent approve payments?
Not by default. It enters and prepares. Approval stays with the person who has the authority, and every action is kept in the audit trail.
Does it work with multiple currencies?
Yes. The agent reads the amounts and currencies that Xero already handles.
