Xero Accounting Integration

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"

"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"

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

"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"

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

"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"

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

"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?"

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

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

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

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

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

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."

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"

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."