Xero
Connect Xero from Integrations in the Workforce AI dashboard, then ask your AI employee to use it as part of a job. The action reference below is normalized from the current Xero toolkit reference into plain business language.
Good first jobs
Section titled “Good first jobs”- Find invoices, contacts, and account records.
- Prepare an invoice or reconciliation follow-up.
- Summarize open financial work for review.
Connect Xero
Section titled “Connect Xero”- Open Workforce AI and choose Integrations.
- Find Xero and select Connect.
- Complete the provider sign-in or connection details shown on screen.
- Return to your AI employee and give it one clear job using Xero.
The provider controls which accounts and workspaces you can authorize. You can reconnect or remove the connection from the Integrations page.
Available tools
Section titled “Available tools”- Create bank transaction
- Create contact
- Create credit note
- Create invoice
- Create item
- Create manual journal
- Create payment
- Create purchase order
- Create quote
- Get account
- Get asset
- Get balance sheet report
- Get bank transaction
- Get budget
- Get connections
- Get contacts
- Get credit note
- Get invoice
- Get item
- Get manual journal
- Get organisation
- Get payment
- Get profit loss report
- Get project
- Get purchase order
- Get quotes
- Get trial balance report
- List accounts
- List assets
- List attachments
- List bank transactions
- List credit notes
- List files
- List folders
- List invoices
- List items
- List journals
- List manual journals
- List payments
- List projects
- List purchase orders
- List quotes
- List tax rates
- List tracking categories
- Post invoice update
- Update bank transaction
- Update contact
- Update credit note
- Update manual journal
- Update purchase order
- Update quote
- Upload attachment
Workforce AI applies its approval rules to actions that create, change, send, publish, move, or remove information. When an action needs approval, you will see it in Approvals before it runs.
How to ask for the work
Section titled “How to ask for the work”Use the result you want and the record or audience involved:
Using Xero, find invoices, contacts, and account records. Show me the result here.
For recurring work, add the timing, the information to use, and the finish line. You can save a successful job as a schedule when it should run on a regular rhythm.
Common questions
Section titled “Common questions”Does Workforce AI need my Xero password?
Section titled “Does Workforce AI need my Xero password?”Use the provider sign-in or connection screen shown by Workforce AI. OAuth providers keep your password with the provider.
Why is a proposed action waiting?
Section titled “Why is a proposed action waiting?”Open Approvals in Workforce AI. Review the complete proposal, then approve or deny it.
How do I switch to another Xero account?
Section titled “How do I switch to another Xero account?”Open Integrations, remove or reconnect Xero, and choose the account you want during the provider sign-in.
Can I use Xero in a scheduled job?
Section titled “Can I use Xero in a scheduled job?”Yes. Once the connection and job work the way you want, tell your AI employee when the job should run.