Xero Agent
pateikė Data-Driven AI
Automate Xero finance tasks in Microsoft 365 Copilot and approval workflows
Xero Agent is a smart financial assistant built for Microsoft Teams and Microsoft 365 Copilot that helps organizations manage their Xero accounting tasks directly within Teams. Designed for any size organization using Xero, it brings automation, insight, and collaboration into your daily workflow—without switching apps.
Note: An active
is needed to use this Agent. Please
for more details.
Key Benefits:
● Invoice & Bill Filtering: Quickly find and view invoices or bills using natural-language queries.
● Financial Summaries: Generate real-time Profit and Loss report with a simple query like "show profit and loss report".
● Smart Search: Easily locate financial records using flexible, conversational queries.
Use Cases:
● Accountants track, categorize, and analyze transactions within Teams and Microsoft 365 Copilot.
● Business owners check cash flow and review financial statements.
● Team members quickly access invoices and reporting for project tracking or budget reviews.
Target Audience:
● SMBs and Enterprises using Xero as their Finance/Accounting platform
● Finance and Accounting Teams
● Bookkeepers and Accountants
● Business Owners and Advisors
● Startups and Scaleups
Programų galimybės
- Gali siųsti duomenis internetu
- Ši programa gali pasiekti aktyvaus pranešimo asmeninę informaciją, pvz., telefono numerius, pašto adresus arba URL. Programa gali siųsti šiuos duomenis trečiosios šalies paslaugai. Kitų jūsų pašto dėžutėje esančių elementų skaityti arba keisti negalima.