Xero AI agent: let a bot help with invoices and bookkeeping

What can a bot do in Xero?

Xero is built for small businesses that do their own books. A bot can take the typing and the chasing so you keep the judgement.

• Look up invoices. Find an invoice and its status, or a contact's outstanding balance.
• Chase payments. List overdue invoices and draft a polite reminder.
• Draft invoices and bills. Prepare one from a message, a quote or a photo for you to approve.
• Reconcile help. List bank transactions that look unmatched and suggest matches.
• Report. Summarise profit, spending and what customers owe for a period.
• Prepare for year end. Gather the items your accountant asks for.

What can you ask a bot to do in Xero?

These are the kinds of requests that work well. Type them in the app, or send them from your phone on Telegram.

• "Who owes me money and for how long?"
• "Draft an invoice to Harbor & Co for the three days of work I listed."
• "Show bills due this week."
• "Which bank transactions are still unreconciled?"
• "Summarise spending by category this quarter."

How do you connect Xero to AppuBot?

1. Open AppuBot on your computer.
2. Click Connect apps in the sidebar to open the Apps page.
3. Sign in once in your browser. This links AppuBot to your own account for connected apps, and you only do it the first time.
4. Find Xero on the page and connect it. Your browser opens Xero's own sign-in and consent screen, and you approve it there.
5. Switch Xero on for the bots that may use it. Each bot has its own switch, so a bot you did not choose never touches it.

The same Apps page lists about 1,700 other apps. Connecting one app once makes it available to every bot you allow.

Will it ask before it changes things in Xero?

Creating invoices or bills, or changing records, affects your books and your customers, so on "Approve for me" the bot shows you the draft and waits. Looking things up goes ahead.

This follows the bot's permission choice. On "Approve for me" the bot asks before it acts in your account, and it waits as long as you take. Reads and searches go ahead without a question. On "Full access" it acts without asking, so keep that for bots you trust with the app. More in Approvals.

What should you know before relying on a bot in Xero?

A bot works through your own Xero account, so it can do what that account can do and nothing more. If a task fails, it tells you why in the chat instead of guessing.

Be specific about which project, folder, list or account you mean when you have several, and say once what the bot should never touch. You can save that in its memory so it applies to every chat. AppuBot is free during early access and needs no AppuBot account, and you keep using the AI plan you already have.

Which routines suit Xero?

Accounts follow routines of their own, so a routine fits.

• Monday receivables. List overdue invoices and who to nudge.
• Weekly bills. Mondays, list bills due this week.
• Month-end checklist. Report open items before you close the month.

Xero with computer use and Telegram

The connection reads and drafts in Xero. For a bank feed or a report that only shows in the browser, computer use lets the bot open it in your own signed-in browser. Spreadsheet work can go to Google Sheets.

On Telegram you can send a photo of a bill and say "add this bill from the supplier", then approve it from your phone.

Is it private to use Xero with a bot?

It uses your own Xero account and sees the organisation data your access allows. Financial details it reads go to its AI provider to be worked on, so consider your clients' confidentiality. Turn Xero off per bot at any time.

Turn the app off for a bot at any time from its switch on the Apps page, and the bot loses access at once. You can also disconnect the app completely. See connected apps for how connections work.