AI Receptionist for
Xero
Connect Xero to your AI chat agent to look up invoices, payment status, and contact records on web chat, Facebook, Instagram, and WhatsApp.
How It Works
Get your Xero AI Receptionist up and running in minutes.
Key Features
Everything your AI needs to handle Xero inquiries like a pro.
Invoice Lookup
Your AI searches Xero invoices by contact name, invoice number, or amount — reading back status, due dates, and payment details.
Contact Lookup
Your AI reads customer and supplier records — outstanding balances, payment history, email addresses, and account notes from your Xero contacts.
Payment Status
A customer can check whether a payment was received, an invoice is overdue, or a credit was applied — your AI reads live data from Xero.
Read-Only by Design
The Xero integration reads your books; it cannot create, edit, or delete invoices, take payments, or change any financial record.
AI Receptionist for Xero Example Prompts
Copy and paste these prompts into your Xero AI Receptionist prompt box to get started quickly.
"When a customer calls about an invoice, look it up in Xero by their name or invoice number. Provide the invoice amount, due date, and payment status. If the invoice is overdue, offer payment options and let them know how to submit payment."
Example 2 — Payment Confirmation:
"If a customer says they made a payment and wants confirmation, check Xero for recent payments against their account. Confirm the payment amount and date if recorded, or let them know it may take a few business days to appear."
Example 3 — Statement Request:
"When a customer asks for an account statement, look up their account in Xero. Let them know we can email a statement showing all invoices and payments for any date range they need. Confirm their email address and the period they want covered."
See It in Action
Here's how your AI Receptionist for Xero handles a real conversation.
Hi, I sent a payment last week for invoice 4821 — can you confirm you received it?
Let me check. I found invoice #4821 for $3,250 — a payment of $3,250 was recorded on March 8th, and it's now marked paid in full. Would you like a receipt sent to the email on file?
That would be great, thanks.
I'll note the receipt request for our team to send to the email on file. Anything else I can help with?
Frequently Asked Questions
Built for Practice Management & Accountants
Your AI receptionist works your client list — surfacing status, chasing documents, and logging every call — so your team stays on the work.
For your firm
- Stay on deadline work. Routine "where's my return?" and "what do you need from me?" calls are answered automatically, so staff aren't pulled off prep during the busy season.
- Nothing falls through. Every inbound call is logged to the client record — caller, topic, and follow-up — so the whole team has a complete history.
- Coverage that scales. After-hours and overflow calls are handled 24/7 without adding front-desk headcount as your book grows.
For your clients
- Real answers. Clients hear their actual return, project, or document status instead of waiting on hold or for a callback.
- Always reachable. Questions get answered evenings and weekends, not just during office hours.
- Clear next steps. Clients are told exactly which documents or approvals are still outstanding and how to provide them.