Stay on top of your finances, based on your Xero data, inside Claude
Always know where your business stands by checking profit, cash, invoices, or customers from your Xero data, wherever you work.
Get Xero finance answers instantly with Claude
Connect to your finances while you work
Get answers based on your P&L, receivables, and cash data in Claude.
Get clear answers before pulling reports
Spot overdue invoices, cash tightening, or revenue shifts without stitching together multiple reports.
Confirm the details in Xero before you act
Jump straight to the report, invoice, or customer record in Xero before you take action.
Ask your Xero questions without leaving Claude
Stay connected to your numbers wherever you work. If you start your day Claude drafting a plan or writing emails, and a finance question pops up, simply ask.
- Ask about profit, cash position, receivables, or overdue invoices in plain English in Claude
- Get answers based on period you care about, including month, quarter, financial year, or year-over-year
- Get the number without opening reports, filtering views, or exporting data
You stay in flow and still work from the same numbers your accountant sees.
See what actually needs attention, not just the numbers
Get clear on what your numbers say, before pulling the details. Claude helps put together the right signals so you can see what changed and why it matters.
- See revenue, profit, and cash together to pinpoint whether the issue is sales, collections, or liquidity
- Identify unpaid invoices and receivables to know who owes you money and what needs follow-up
- Spot customer concentration by seeing which customers drive most of your revenue
You move from "something looks off" to "this is the issue" in one step.
Stay in control of every decision
Turn to Xero for the details so your next move stays your own. Xero stays the source of truth to support decisions and actions.
- Open the report, invoice, or customer record in Xero from Claude
- Confirm full detail before chasing invoices, making decisions, or discussing with your accountant
- Keep control of every action: Claude is read-only at launch and nothing changes unless you do it in Xero
You get speed without giving up control or trust in your books.
See exactly what you can ask Claude about your business
Examples of real questions, the Xero data behind the answers, and how to go from answer to action.
AI that keeps your books accurate and you in control
Wherever Xero uses AI, your financial data stays protected, answers come from your books, and every decision stays with you.
FAQs
Profit (P&L), cash position, what you're owed (receivables), what you owe, overdue invoices, and top customers. Answers come directly from your Xero data.
Profit (P&L), cash position, what you're owed (receivables), what you owe, overdue invoices, and top customers. Answers come directly from your Xero data.
No. You ask in Claude and get the answer there. When you need detail or want to act, you go straight into Xero from the link.
No. You ask in Claude and get the answer there. When you need detail or want to act, you go straight into Xero from the link.
No. It's read-only at launch. It shows you what's happening. You take action in Xero.
No. It's read-only at launch. It shows you what's happening. You take action in Xero.
No. Your Xero data is session-based and not used to train models.
No. Your Xero data is session-based and not used to train models.
You stop asking them for basic numbers like P&Ls or receivables. You come in already seeing what changed, so they can focus on what it means and what to do next.
You stop asking them for basic numbers like P&Ls or receivables. You come in already seeing what changed, so they can focus on what it means and what to do next.
Because you don't always want to stop your work, open reports, filter dates, and dig for one number. This lets you ask the question where you already are, get the answer from Xero data, and only go into Xero when you need detail or want to act.
Because you don't always want to stop your work, open reports, filter dates, and dig for one number. This lets you ask the question where you already are, get the answer from Xero data, and only go into Xero when you need detail or want to act.