AI-Agents working with Xero
Choose a ready-to-run Agent that connects to Xero and handles recurring work for you.
Send Customer Balance Report
Get a dated customer balance detail report in your inbox for your weekly receivables review, with open invoices and subtotals grouped by customer.
Works with
45 tools
45 tools
Send Group Mail Merge
Your group mailing goes out from the team mailbox, with duplicate addresses skipped and a reply showing sends and exceptions.
Works with
20 tools
20 tools
Update Approval Card Dates
Your review cards show current supplier bill due dates. Reviewers can see what changed without reopening the bill.
Works with
13 tools
13 tools
Published by
Accounts Payable Essentials
Deny Repeat ACH Requests
See likely repeat supplier payments stopped before release, with the paid bill behind each denial ready for your review.
Works with
10 tools
10 tools
Update Bill Reviews
Your bill review queue shows payments against open tasks, giving your team the details to close or correct the review.
Works with
9 tools
9 tools
Published by
Accounts Payable Essentials
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