Xero is a cloud-based accounting software platform that helps businesses manage their finances, invoicing, and reporting.
Enhance your financial operations with AI Agents that can automate tasks, provide insights, and streamline workflows.
Xero provides robust accounting and financial management tools. Relevance AI transforms this financial data into intelligent actions with AI Agents that can analyze, automate, and optimize financial processes.
Seamless Data Orchestration
The agent automates data flow between Xero and other systems, ensuring accuracy and consistency.
Intelligent Financial Insights
The agent analyzes financial data in real-time, providing actionable insights for informed decision-making.
Automated Workflow Optimization
The agent streamlines repetitive tasks, enhancing efficiency and allowing teams to focus on strategic initiatives.
Relevance AI gives you access to Xero's financial management capabilities within your AI-powered workflows.
What you’ll need
You don't need to be a developer to set up this integration. Follow this simple guide to get started:
- A Xero account
- A Relevance AI account with access to your workspace
- Authorization (you'll connect securely using OAuth—no sensitive info stored manually)
Security & Reliability
The integration uses secure OAuth authentication, ensuring only authorized workflows access your Xero accounting data. Relevance AI handles API operations through Xero's accounting endpoints in the background—so you don't have to manage tenant IDs, request formatting, or API limits.
Built-in validation and response handling ensure your financial workflows run smoothly, even with complex accounting data structures.
No training on your data
Your data remains private and is never utilized for model training purposes.
Security first
We never store anything we don’t need to. The inputs or outputs of your tools are never stored.
Best Practices for Non-Technical Users
To get the most out of the Xero + Relevance AI integration without writing code:
- Maintain accurate tenant IDs: Always include the correct Xero tenant ID in API headers for proper organization access.
- Structure API requests: Use appropriate HTTP methods (GET, POST, PUT) based on your specific accounting needs.
- Handle authentication properly: Ensure OAuth credentials are current and have the correct read-write permissions.
- Validate data formats: Follow Xero's required formats for dates, currencies, and accounting codes.
- Monitor API limits: Stay within Xero's API rate limits to prevent disruption of automated workflows.
