Xero Accounting Integration

Overview

Xero integration connects Every Agent directly to your Xero accounting software. Create invoices, manage contacts, record payments, and pull financial reports - all through natural conversation with Every Agent. Key Features:

Full read/write access to Xero invoices and contacts
Record and view payments
Create and manage bank transactions
Pull financial reports (P&L, balance sheet, trial balance)
Access chart of accounts and tax rates
Manage inventory items

Xero integration gives Every Agent full accounting access to your Xero organization. This is a powerful integration for businesses that use Xero as their primary accounting system.

How Xero Integration Works

Agent-Powered Accounting

Every Agent connects directly to Xero’s API with comprehensive accounting capabilities:

You: "Create an invoice in Xero for Acme Corp, $5,000 for consulting services"
Agent: "I've created invoice INV-0042 in Xero:
       - Contact: Acme Corp
       - Amount: $5,000.00
       - Description: Consulting services
       - Due Date: Feb 28, 2026

       The invoice is saved as a draft in Xero."

You: "Show me my profit and loss for last quarter"
Agent: "Xero P&L Report (Q4 2025):
       Revenue: $125,000
       Cost of Sales: $45,000
       Gross Profit: $80,000
       Operating Expenses: $35,000
       Net Profit: $45,000"

What You Can Do

Invoicing:

Create, update, and delete invoices
List and search invoices by status, date, or contact
View invoice details and line items

Contacts:

Create and update contacts
Search contacts by name or email
View contact details and history

Payments:

Record payments against invoices
List payment history
View payment allocations

Bank Transactions:

Create and update bank transactions
View bank transaction history
Reconcile transactions

Financial Reports:

Profit and Loss statements
Balance sheets
Trial balance
Aged receivables and payables

Configuration:

View chart of accounts
Access tax rates
Manage inventory items

Connecting Xero

OAuth Connection

Go to Agent Settings → Connections
Find Xero in the list of available integrations
Click Connect
Log in to your Xero account
Select your Xero organization (if you have multiple)
Review and approve the requested permissions
You’ll be redirected back to Every with connection confirmed

Permissions Requested:

Accounting transactions (read/write)
Contacts (read/write)
Settings (read)
Reports (read)
Attachments (read/write)
Files (read/write)
Assets (read/write)

Xero integration has write access to your accounting data. Every Agent can create and modify invoices, contacts, and transactions. Review the permissions carefully before connecting.

Ask Every Agent: After connecting, test the integration:

“List my recent Xero invoices”
“Show me my Xero contacts”
“What’s my current trial balance in Xero?”

Connection Status

View Status: Agent Settings → Connections → Xero Status Indicators:

✅ Connected - Integration active and working
⚠️ Needs reconnection - Token expired, click to reconnect
❌ Not connected - Integration not set up

Using Xero with Every Agent

Invoice Management

Create invoices:

"Create a Xero invoice for TechStart Inc for $3,500 web design"
"Make an invoice in Xero: Acme Corp, 20 hours consulting at $150/hour"
"Draft a Xero invoice for Beta Corp with two line items: Design $2,000, Development $5,000"

View and search invoices:

"Show me all unpaid invoices in Xero"
"List Xero invoices from last month"
"Find invoice INV-0035 in Xero"
"What invoices are overdue in Xero?"

Update invoices:

"Update invoice INV-0042 in Xero to add a line item for expenses"
"Change the due date on Xero invoice INV-0035 to March 15"

Contact Management

Create and update contacts:

"Create a new contact in Xero: Widget Corp, contact@widget.com"
"Add a contact to Xero for Sarah Chen at TechStart Inc"
"Update Acme Corp's email address in Xero to billing@acme.com"

Search contacts:

"Find all contacts in Xero"
"Search Xero for contacts with 'tech' in the name"
"Look up Beta Corp in Xero"

Payment Recording

Record payments:

"Record a $5,000 payment for invoice INV-0042 in Xero"
"Mark invoice INV-0035 as paid in Xero"
"Add a partial payment of $2,500 to Xero invoice INV-0040"

View payments:

"Show me all payments in Xero this month"
"List payments for Acme Corp in Xero"

Financial Reports

Profit and Loss:

"Show me my Xero P&L for this month"
"Generate a profit and loss report from Xero for Q4"
"What's my year-to-date revenue in Xero?"

Balance Sheet:

"Pull my balance sheet from Xero"
"Show Xero balance sheet as of December 31"

Trial Balance:

"Get my trial balance from Xero"
"Show Xero trial balance for last month"

Aged Reports:

"Show aged receivables from Xero"
"What invoices are overdue? Pull from Xero"
"Get aged payables report from Xero"

Bank Transactions

Create transactions:

"Record a bank transaction in Xero: $500 office supplies from Office Depot"
"Add a spend transaction to Xero for software subscription $99"

View transactions:

"List recent bank transactions in Xero"
"Show me unreconciled transactions in Xero"

Export to Xero Format

Even without the live Xero integration, you can export Every invoices in Xero-compatible CSV format:

Go to Data → Export
Select Invoices
Choose Xero format
Set date range
Download CSV
Import into Xero: Business → Invoices → Import

Xero CSV format includes:

ContactName (required)
InvoiceNumber (required)
InvoiceDate (DD/MM/YYYY)
DueDate (DD/MM/YYYY)
Description
Quantity
UnitAmount
AccountCode
TaxType

Use CSV export when you want to batch-import historical invoices or when you prefer manual control over what gets pushed to Xero.

Managing the Integration

Refreshing Connection

If your Xero connection expires:

Go to Agent Settings → Connections
Click Reconnect on Xero
Log in to Xero
Select your organization
Approve permissions
Connection restored

Xero tokens refresh automatically. You typically only need to reconnect if you revoke app access in Xero or change organizations.

Disconnecting Xero

Go to Agent Settings → Connections
Find Xero → Click Disconnect
Confirm disconnection

What happens: Every Agent loses access to Xero. No data is deleted from either system. You can reconnect anytime.

Common Workflows

Create and Send Invoice

You: "Create an invoice in Xero for Acme Corp for the Q1 consulting project"

Agent: "I'll create a Xero invoice:
       - Contact: Acme Corp
       - Description: Q1 Consulting Project
       - Amount: Based on your time entries, 45 hours at $175/hr = $7,875

       Should I create this invoice as a draft or approved in Xero?"

You: "Approved"

Agent: "Invoice INV-0043 created in Xero as Approved.
       Acme Corp will receive the invoice at their registered email."

Monthly Financial Review

You: "Give me a financial summary from Xero for last month"

Agent: "January 2026 Summary from Xero:

       Revenue: $45,000
       Expenses: $28,000
       Net Profit: $17,000

       Outstanding Invoices: 8 ($32,500)
       Overdue: 2 ($7,200)

       Top clients by revenue:
       1. Acme Corp - $15,000
       2. TechStart - $12,000
       3. Beta Inc - $8,000"

Record Client Payment

You: "Acme Corp paid their invoice INV-0038"

Agent: "I found invoice INV-0038 in Xero for Acme Corp, amount $5,000.

       Recording full payment of $5,000...

       Payment recorded. Invoice INV-0038 is now marked as Paid in Xero."

Best Practices

Use Xero as source of truth - Treat Xero as your accounting system of record. Create invoices directly in Xero via Every Agent or use CSV export.

Review before approving - When creating invoices via Every Agent, review the details before approving. Draft invoices can be edited in Xero.

Check permissions - Ensure your Xero user has the necessary permissions for actions you want Every Agent to perform.

Troubleshooting

”Xero not connected” error

Solution: Go to Agent Settings → Connections → Reconnect Xero

”Contact not found in Xero”

Possible causes:

Contact doesn’t exist in Xero
Different spelling than in Every
Contact was archived in Xero

Solution: Create the contact in Xero first, or ask agent to create it: “Create a new contact in Xero for [name]"

"Permission denied”

Solution: Reconnect Xero and ensure you approve all requested permissions. Check that your Xero user role has necessary permissions.

Invoice creation fails

Check:

Contact exists in Xero
Account codes are valid
Tax rates are configured
Required fields are provided

Reports not loading

Possible causes:

Large data volume (report may take time)
Date range too broad
Xero organization access issue

Solution: Try a narrower date range, or check Xero directly to verify data access

Next Steps

Connect Xero

Set up Xero integration now

Export to Xero

Export invoices in Xero CSV format

Every Agent

Learn more about agent capabilities

HubSpot Integration

Connect your CRM

Need help? Contact support at hello@every.ai

​Overview

​How Xero Integration Works

​Agent-Powered Accounting

​What You Can Do

​Connecting Xero

​OAuth Connection

​Connection Status

​Using Xero with Every Agent

​Invoice Management

​Contact Management

​Payment Recording

​Financial Reports

​Bank Transactions

​Export to Xero Format

​Managing the Integration

​Refreshing Connection

​Disconnecting Xero

​Common Workflows

​Create and Send Invoice

​Monthly Financial Review

​Record Client Payment

​Best Practices

​Troubleshooting

​”Xero not connected” error

​”Contact not found in Xero”

​"Permission denied”

​Invoice creation fails

​Reports not loading

​Next Steps

Connect Xero

Export to Xero

Every Agent

HubSpot Integration

Overview

How Xero Integration Works

Agent-Powered Accounting

What You Can Do

Connecting Xero

OAuth Connection

Connection Status

Using Xero with Every Agent

Invoice Management

Contact Management

Payment Recording

Financial Reports

Bank Transactions

Export to Xero Format

Managing the Integration

Refreshing Connection

Disconnecting Xero

Common Workflows

Create and Send Invoice

Monthly Financial Review

Record Client Payment

Best Practices

Troubleshooting

”Xero not connected” error

”Contact not found in Xero”

"Permission denied”

Invoice creation fails

Reports not loading

Next Steps