AI Agent for Xero

How It Works

Get your Xero AI Agent up and running in minutes.

1

Log into the Client Portal and assign Xero to any agents that need it.

2

Configure the integration settings and integration prompt in the FONE app.

3

Your AI starts answering calls with live Xero data, looking up invoices, checking payment status, and pulling contact information in real time.

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 — providing callers with real-time status, due dates, and payment details.

Contact Management

Pull up customer and supplier records during calls — outstanding balances, payment history, email addresses, and account notes from your Xero contacts.

Payment Status

Callers can check whether payments have been received, invoices are overdue, or credits have been applied — your AI reads live data from Xero.

Account Balances

Your AI provides summary-level financial information to authorized callers — outstanding receivables, recent payments, and account reconciliation status.

Get Started ▶ Hear a real call

AI Agent for Xero Example Prompts

Copy and paste these prompts into your Xero AI Agent prompt box to get started quickly.

Example 1 — Invoice Inquiry:
"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."

View All Integration Prompt Examples →

See It in Action

Here's how your AI Agent for Xero handles a real conversation.

Caller

Hi, I sent a payment last week for invoice 4821. Can you confirm you received it?

AI Agent

Let me check that for you. I found invoice #4821 for $3,250. Yes, a payment of $3,250 was recorded on March 8th. That invoice is now marked as paid in full. Would you like me to email you a receipt?

Caller

That would be great, thanks.

AI Agent

Done. I've noted a receipt request on your account. Our team will send that to the email on file. Is there anything else I can help with?

Frequently Asked Questions

Is my financial data secure?

Absolutely. Your AI uses read-only API access to Xero. It can look up invoices and contacts but cannot create, edit, or delete any financial records.

Can it see all our Xero data?

You control exactly what your AI can access. Most businesses enable invoice and contact lookup while keeping bank feeds, payroll, and reports restricted.

Does it work for both receivables and payables?

Yes. Your AI can look up both customer invoices (accounts receivable) and supplier bills (accounts payable) to answer questions from either side.

How does it handle multi-currency?

Your AI reads whatever currency is on the invoice or contact record in Xero and reports it accurately to callers, including exchange rate information when available.

Can it replace our bookkeeper?

No — it's designed to answer phone questions about invoices and payments, not manage your books. Think of it as a front-desk assistant with read access to your Xero data.