Xero Integration

Connect Xero to Arahi's no-code AI agents and automate workflows in minutes.

About the Xero integration

Xero is online accounting software for small businesses. Manage invoicing, bank reconciliation, bookkeeping, and expenses from one place. With Arahi AI, you can connect Xero to bexio, ERPNext, Harvest and 1,500+ other apps using AI-powered workflows. No coding required — set up triggers, actions, and intelligent automation in minutes.

Category
Accounting & Finance
Authentication
oauth

Xero automation use cases

Invoice chasing sequences
Send escalating email + SMS reminders for overdue Xero invoices until payment lands.
Expense receipt routing
Capture receipts from email or Slack and push to Xero with category and project pre-tagged.
Monthly close checklist
Turn monthly Xero close into a tracked checklist with reminders and ownership across the team.
Revenue recognition digest
Digest Xero revenue activity weekly — invoiced, recognized, deferred — for the finance lead.

Xero workflow examples

Send reminders using Get Contacts and Gmail

Each Monday, Arahi AI pulls Xero Get Contacts with overdue balances and sends personalized Gmail reminders with links to outstanding invoices.

Xero Get Contacts overdue to Gmail reminder email.

Convert accepted quotes with Get Quotes

Arahi AI reads Xero Get Quotes daily, identifies accepted quotes, and uses Update Invoice to mark the related draft invoice as approved for sending.

Xero Get Quotes accepted to Update Invoice approval.

Audit integrations using Get Connections

Weekly, Arahi AI calls Xero Get Connections, diffs against last snapshot, and posts new or removed tenants into a Slack finance-ops channel.

Xero Get Connections diff to Slack finance-ops post.

Xero actions

Get Connections
Tool to list active xero connections. use when you need to retrieve all current tenant connections for the authenticated user.
Get Contacts
Tool to retrieve a list of contacts. use when you need up-to-date contact information with filtering, paging, or incremental updates.
Get Quotes
Tool to retrieve a list of quotes. use when you need to list, filter, or page through sales quotes. use after obtaining the tenant id via connections.
Update Invoice
Tool to update an existing invoice. use when you need to modify the details of an invoice after it's been created.

Apps teams connect with Xero

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