Xero for your voice agent
Your voice agent can look up invoices, check payments and find the customer in Xero on every plan. It connects with your own app.
Call 1800 570 693 to talk to the demo agent. Plans start at A$49 a month.
Integration record
- Status
- Needs setup
- Plan
- Every plan, from Starter at A$49 a month
- How it connects
- With your own Xero app. You register an app in Xero's developer settings, paste its client ID and secret in Connected apps, then sign in.
- What it reads
- Look up invoices, check payments, find the customer and share the invoice link.
- What it changes
- Create invoices and payments.
- What starts an action
- The agent runs an action during a call or chat when the conversation needs it. It only runs the actions you switch on. Switched on when you connect: look up invoices, check payments, find the customer and share the invoice link.
- Custom work
- None for the actions listed here. Anything they don't cover needs a custom API tool on Scale, or a Concierge build.
- Checked
- Ready-made actions added 10 November 2026, with a connection test you run after connecting ("List the Xero organisations you connected"). Action list checked 14 November 2026.
Ready-made actions
- Look up invoicesFind a caller's invoices and what is still owed.On when connected
- Check paymentsSee which payments have come in.On when connected
- Find the customerMatch the caller to a contact.On when connected
- Share the invoice linkGet the online link so the caller can pay.On when connected
- Create invoices and paymentsRaise an invoice or record a payment.Off until you switch it on
Xero actions
Reads 49
- Download Attachment
- Get Account
- Get Asset
- Get Balance Sheet Report
- Get Bank Summary Report
- Get Bank Transaction
- Get Budget
- Get Connections
- Get Contact Aged Report
- Get Contact History
- Get Contacts
- Get Credit Note
- Get Invoice
- Get Item
- Get Manual Journal
- Get Online Invoice
- Get Organisation
- Get Payment
- Get Profit & Loss Report
- Get Project
- Get Purchase Order
- Get Quotes
- Get Record History
- Get Repeating Invoice
25 more
- Get Trial Balance Report
- List Accounts
- List Advance Payments
- List Assets
- List Attachments
- List Bank Transactions
- List Batch Payments
- List Credit Notes
- List Organisation Currencies
- List File Associations
- List Files
- List Folders
- List Invoices
- List Items
- List Journals
- List Manual Journals
- List Payments
- List Projects
- List Project Time Entries
- List Purchase Orders
- List Quotes
- List Tax Rates
- List Tracking Categories
- List Organisation Users
- Validate Credential
Changes 24
- Allocate Overpayment
- Bulk Create Bank Transactions
- Bulk Create Invoices
- Create Bank Transaction
- Create Contact
- Create Credit Note
- Create File Association
- Create Invoice
- Create Item
- Create Manual Journal
- Create or Update Account
- Create Payment
- Create Purchase Order
- Create Quote
- Create Tracking Option
- Update Invoice
- Update Bank Transaction
- Update Contact
- Update Credit Note
- Update Item
- Update Manual Journal
- Update Purchase Order
- Update Quote
- Upload Attachment
Deletes 1
- Delete Item
Xero setup
Registering your Xero app
Create an app in Xero's developer settings and copy its client ID and secret. Connected apps shows the redirect address to give it.
Signing in to Xero
Paste the client ID and secret in Connected apps, then sign in and approve access.
Choosing the actions
The ready-made actions start in their default state. Switch any of them on or off for each agent.
Testing, then publishing
Watch the agent use the live app in the browser tester, then publish. Voice and text agents share the connection.
More integrations
Get started
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