Workforce AI + Xero
Let your AI employees work in Xero.
Connect the account once. Then give your employees a real job using the records, messages, files, or activity already in Xero.
52 Xero actions available.
Useful work
Start with a job you already do.
Pick one repeatable piece of work. Check the first result. Keep it when it saves you a step.
Prepare a clear update for you to review.
Run the same job again on a schedule.
Bring the result into the next piece of customer work.
Try this first
A clear instruction gets a useful result.
In Xero, find the work that needs my attention. Show me the record and who owns it. Tell me the next action. Prepare the update for me to review.
Available actions
What your employees can use.
The complete guide lists every action. These are a few of the jobs available now.
- Create bank transaction
- Create contact
- Create credit note
- Create invoice
- Create item
- Create manual journal
- Create payment
- Create purchase order
Setup
Connect it in the dashboard.
- 1
Open Integrations in Workforce AI.
- 2
Choose Xero and select Connect.
- 3
Complete the sign-in or account details on screen.
- 4
Open Chat and give an employee one Xero job.
Questions
Before you connect Xero.
What can Workforce AI do with Xero?
Xero has 52 available actions in Workforce AI. Your AI employees can use the actions that fit the job you give them.
How do I connect Xero?
Open Integrations in the Workforce AI dashboard, choose Xero, and complete the sign-in or account details shown on screen.
Can Xero be used in a scheduled task?
Yes. Test the instruction in chat first. When the result is right, save the same job as a scheduled task.
Xero + Workforce AI
Put Xero to work.
Connect your account, give your AI employees one job, and check the result.
Start free with the email drafter. No card required. Add a card to try all of Pro, cancel anytime, no surprise charge.
