Xero
Clients ask about invoices, vendors check payment status, and your team pulls financial reports, all through an AI agent connected to Xero. Accounting data stops sitting in spreadsheets and starts answering questions. Billing inquiries resolved instantly, not after business hours.
Your AI agent reads invoices, processes payments, retrieves P&L reports, and manages contacts in Xero through natural conversation with your customers and team.
Xero
See how businesses use AI agents to handle billing inquiries, financial reporting, and accounting operations through Xero integration.
A client emails at 9 PM asking about an unpaid invoice. Your AI Agent picks up the conversation, searches Xero by the client's email, finds the matching invoice, and reports the current status: amount due, due date, and any partial payments applied. The client gets clarity without waiting for your bookkeeper's morning shift. Your team starts the day with fewer inbox requests.
Your CEO messages the AI Agent on the first of the month: 'What was our revenue and profit last month?' The agent pulls the Profit and Loss report from Xero for the previous period, extracts total income, total expenses, and net profit, and delivers a clean summary. Executive decision-making gets real-time financial data without scheduling a finance team meeting.
A supplier contacts your company asking 'Did you process our payment for Invoice 4521?' Your AI Agent searches Xero for the invoice, checks the payment records, finds the payment was applied two days ago, and shares the payment date and amount. The supplier gets immediate confirmation. Your accounts payable team avoids another follow-up call.
Xero
FAQs
The agent uses Xero's List Invoices and Get Invoice APIs, filtering by contact, status, date range, or invoice number. When a client asks about a specific invoice, the agent searches Xero in real time and returns the current balance, due date, and payment history.
Yes. The agent calls Xero's Create Invoice endpoint with an array of line items, each with description, quantity, unit amount, account code, and tax type. It supports both sales invoices (ACCREC) and bills (ACCPAY). Tax rates are applied automatically based on your Xero tax settings.
Tars connects via OAuth with scopes for accounting data (invoices, contacts, payments, reports) and project access. You authorize these through your Xero login. No admin credentials are shared. You can revoke access anytime from Xero's Connected Apps settings.
No. All financial data, including invoices, payments, and reports, is queried from Xero in real time during conversations. Tars does not cache or store copies of your accounting records. Each request pulls live data from your Xero organization.
Yes. The agent uses Xero's Get Profit and Loss Report endpoint with date parameters. You can request reports for any period, this month, last quarter, year to date, or a custom range. The agent returns total income, expenses, and net profit for the specified period.
Xero's reports require logging into the platform and navigating to the Reports section. With Tars, anyone with access to the AI agent can request financial summaries through chat, from Slack, WhatsApp, or your website. Financial data becomes conversational rather than dashboard-bound.
Yes. The agent reads the organization's base currency from Xero and can create invoices in any currency your Xero account supports. Exchange rates are handled by Xero's multi-currency settings. The agent includes currency codes when presenting invoice data to avoid ambiguity.
The agent retrieves the invoice status from Xero, identifies it as voided, and informs the client. It can also search for any replacement invoices on the same contact record. The client gets a clear explanation rather than confusion about a missing payment.
Don't limit your AI Agent to basic conversations. Watch how to configure and add powerful tools making your agent smarter and more functional.
Privacy & Security
At Tars, we take privacy and security very seriously. We are compliant with GDPR, ISO, SOC 2, and HIPAA.
Email - sales@hellotars.com
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