Xero Agent
作者 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
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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
應用程式功能
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