Xero AI integration
Connect AI agents to your Xero account.
Your books are in Xero. Your overdue invoices are in Xero. Your sent quotes are in Xero. The data the agents need to chase customers and recover revenue lives entirely in your accounting system. agentyard connects to Xero through the official API, reads what it needs, and acts on your behalf. The invoice chase agent and quote follow-up agent both run on this integration. From $99 a month.
What it does
Reads Xero. Acts on what it reads.
Invoice chase
Pulls your aged-receivables every morning. Works out which invoices are 3, 14, 30, 60 days overdue. Sends polite SMS and email reminders on a schedule. Each message includes a one-tap pay link to your Stripe, Square or direct EFT details. Stops the moment a payment lands or a dispute is raised.
Quote follow-up
Reads your sent Xero quotes. Follows up at day 2, 5, 10 and 21. Each message references the actual quoted line items and price. Stops when the customer responds or accepts. Lifts conversion 20 to 40 per cent for most Aussie tradies and accountants.
Call-to-contact activity log
Optional, requires read-write. When the AI receptionist takes a call from an existing Xero contact, it logs the call summary as a Note against that contact. You see a full activity history when you open the contact in Xero.
BAS-quarter quiet mode
Optional. During the week before and after your BAS lodgement, the agent pauses invoice chasing on customers who pay BAS-quarterly themselves. Avoids awkward "where's my payment" messages from clients also juggling their own BAS.
How it connects
Standard Xero OAuth. Five minutes of clicking.
OAuth, not user seat
The agent connects through Xero's OAuth flow (a Custom Connection or App Connection depending on your plan). It does not take up a user seat. It does not affect your Xero subscription cost.
Read-only by default
The default connection is read-only. The agent reads invoices, quotes, contacts and aged-receivables. It cannot change invoices, void them, or alter your books. If you want activity logging, you opt into read-write during setup.
Scoped permissions
The Xero scopes requested are the minimum needed: accounting.transactions.read, accounting.contacts.read, accounting.reports.read. You see the full list in the Xero authorisation screen before clicking Allow.
Audit visibility in Xero
Every API call the agent makes appears in your Xero audit log as the connected app. Compliance teams can review every read at any time.
Australian-specific
GST, BAS, ABN — all handled.
Xero is the Australian SMB default. Our integration is built knowing that.
- GST aware. The agent reads GST-inclusive and exclusive amounts correctly. Customer messages always reference the inclusive amount because that's what customers paid.
- BAS quarter aware. Optional pause during BAS-lodgement weeks. Useful for B2B businesses where your client is also lodging BAS.
- ABN matched on invoices. When an invoice has the customer's ABN in the contact record, the agent references it correctly in formal reminder messages (used by tradies invoicing builders).
- Xero Practice Manager support. For accountants on XPM, the agent can read client lists, send engagement-letter chases, and remind clients to send through their BAS info. Multi-client routing handled in the playbook.
Pricing
Bundled into the agent that uses it.
The Xero integration is part of the agent build, not a separate fee.
Invoice chase agent
$1,500
+ $99/mo. Read-only Xero connection included.
Quote follow-up agent
$1,500
+ $99/mo. Read-only Xero connection included.
Read-write Xero (for call activity logging) is optional, no extra build cost. Full pricing on the pricing page.
Common questions
Xero-specific questions.
Is the connection to Xero read-only?
By default, yes. The agent reads invoices, quotes, contacts and aged-receivables. It does not change invoices, void them, or alter your books. Read-write is optional for clients who want call summaries logged against contacts.
Does the agent need its own Xero user seat?
No. The agent connects via Xero OAuth as a Custom Connection or App Connection. No user seat, no impact on subscription cost.
Will it work for Australian GST and BAS?
Yes. GST-aware, BAS-quarter optional pause, ABN handling. Built for Aussie SMBs.
What about Xero Practice Manager?
Yes. For accountants on XPM, the agent reads client lists and sends polite quote follow-ups and engagement-letter chases.
Can the agent issue refunds or credit notes?
No. Refunds and credit notes always require human authorisation, even on read-write. The agent never makes financial adjustments.
Connect a read-only Xero in 5 minutes.
Drop your details. We'll send a Xero OAuth link, you click Allow, we show you exactly what the agent would chase first. No commitment.