AI agents for Xero

Xero runs the books for a huge share of Australian small businesses – but someone still has to feed it. Bills arrive by email, invoices need raising, payments need chasing, and it all lands on whoever "does the accounts" after hours. That's exactly the work our agents take over.

What our agents automate in Xero

• Invoice drafting – job details become draft invoices in Xero, ready for a quick review and send.
• Bill entry and coding – supplier bills are read from your inbox, coded to the right accounts and entered as drafts.
• Overdue payment follow-ups – polite, persistent reminders in your tone, escalating on a schedule you set.
• Reconciliation prep – transactions matched and suggested, so reconciling takes minutes instead of an evening.
• Weekly cash snapshots – a plain-English summary of what came in, what went out and what's overdue.

How we set it up

We start read-only: the agent watches your Xero workflow until you're happy with how it behaves. Drafts and approvals stay in your hands for as long as you want them to. Once you're comfortable, it runs on its own – hosted, monitored and updated by us, including when Xero changes.

A good fit for

Trades and home services juggling quotes and invoices, clinics managing supplier bills, and any owner whose bookkeeping happens at 9pm.

Ready to hand it off? Book a free discovery call, see pricing, or browse all integrations.