What can an AI agent do with Xero?

Auto-generate invoices from CRM deal closures or order completions Reconcile incoming payments against outstanding invoices Pull financial reports for AI-powered business analysis Create supplier contacts and bills from purchase orders Monitor overdue invoices and trigger collection workflows

What agent actions are available for Xero in Fugentic?

Create Invoice, Get Invoice, List Invoices, Create Contact, Get Balance Sheet, Record Payment

How can I use Xero in the Fugentic Agentic Planner?

You can add Xero as a node in the Fugentic Agentic Planner and connect it to your other tools to build automated AI workflows. The planner lets you visually design, configure, and run agents that use Xero alongside the rest of your stack. Try it for free at fugentic.ai/solutions/agentic-planner.

Xero

by Xero Limited

Connect agents to Xero to manage invoices, contacts, accounts, and financial data.

OtherPaidOAuth 2.0accountinginvoicesfinancebookkeepingpaymentsreports

How agents use Xero

✓Auto-generate invoices from CRM deal closures or order completions
✓Reconcile incoming payments against outstanding invoices
✓Pull financial reports for AI-powered business analysis
✓Create supplier contacts and bills from purchase orders
✓Monitor overdue invoices and trigger collection workflows

Agent actions

Create InvoiceCreate a new invoice or accounts receivable transaction

Inputs: contactId, lineItems, type, invoiceNumber, dueDate, reference, status, currencyCode

Returns: invoiceId, invoiceNumber, status, total, amountDue, url

Get InvoiceRetrieve an invoice by ID or number

Inputs: invoiceId

Returns: invoice, status, total, amountDue, amountPaid

List InvoicesList invoices with filters

Inputs: status, contactId, dueDateFrom, dueDateTo, page

Returns: invoices, total

Create ContactCreate a new customer or supplier contact

Inputs: name, emailAddress, phones, isCustomer, isSupplier, taxNumber

Returns: contactId, contact

Get Balance SheetRetrieve balance sheet or profit & loss summary

Inputs: reportType, date, fromDate, toDate

Returns: report, reportName, rows

Record PaymentMark an invoice as paid by recording a payment

Inputs: invoiceId, accountId, amount, date, reference

Returns: paymentId, status, amount

Example workflows

Automated invoice creation

Agent creates and sends invoices when deals close in CRM

Payment reconciliation

Mark invoices as paid automatically based on payment gateway events

About Xero

Vendor: Xero Limited
Pricing Always review details with the vendor: Paid — Xero Starter from $29/month, Standard from $46/month, Premium from $62/month. API access on all plans.
Authentication: OAuth 2.0
Rate limit Always review details with the vendor: 60 requests / minute
Compatible nodes: AgentResourceInputOutput
Website: https://www.xero.com

Build an AI workflow with Xero

Use the Agentic Planner to design, visualize, and connect Xero with your other tools.

Open Agentic Planner

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