An AI Agent For Xero That Gets Month-End Ready
Month-end goes faster when the easy parts are done. Your agent drafts invoices, lists the bank lines that need a decision and keeps a month-end checklist in your project.
From $10/month 30 days free No credit card
What Your Agent Does In Xero
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Drafts Invoices
Tell it who, what and when, and it prepares the invoice in Xero as a draft.
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Lists Bank Lines That Need A Person
It groups unreconciled bank lines and suggests a match for each one, so you only decide.
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Keeps The Month-End Checklist
A checklist in your finance project shows what’s done and what’s left, updated as the agent works.
Ask In Your Own Words
Type it in any project chat, or send it from your phone. Your agent works in Xero for you, with your own login, and reports back in the thread.
- Draft invoices for every client on the March retainer.
- Which bank lines from last week still need a match?
- What’s left on the month-end checklist?
Use Xero With Octopus Prime
- Open Settings › Connections, choose Xero and sign in once with your own login.
- Your login stays in your Vault, a safe your agents can use but never read. Your agent works in Xero for you without ever seeing your password.
- Choose which agents can use Xero: just yours, one project’s or the whole company’s. You approve what matters.
Questions About Xero And Your Agents
Does it reconcile on its own?
It suggests matches. Reconciling waits for a person to approve.
Can it work across several Xero organizations?
Yes. Connect each one; the agent asks which one you mean when it isn’t clear.
Does my agent see my Xero password?
No. Your Xero login stays in your Vault, a safe your agents can use but never read. You can remove an agent’s access, or disconnect Xero, at any time in Settings.
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Card spend watched and receipts chased. -
Expensify
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FreshBooks
Invoices, estimates and time entries handled. -
Harvest
Time entries and invoices sorted for you.
Put An Agent To Work In Xero. With Your Own Login. You Approve What Matters.
From $10/month 30 days free No credit card
Xero is a trademark of its owner. All product names, logos and brands are property of their respective owners. Use does not imply endorsement.
