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.
To get the most out of the 0CodeKit + Relevance AI integration without writing code:
- Start with a clear setup: Ensure your 0CodeKit account is properly configured with the necessary OAuth credentials and permissions.
- Utilize example code: Leverage the provided code snippets for PDF compression and barcode reading to jumpstart your integration.
- Validate inputs: Always check your input parameters for correctness before making API calls to avoid unnecessary errors.
- Test with sample data: Run your automations using test PDFs and images to ensure everything works smoothly before going live.
- Monitor API usage: Keep an eye on your API calls to avoid hitting rate limits, and implement caching where appropriate.
