Xero

Check your profit and loss, see who owes you money, review your cash position, and find your top customers — directly from Claude. Xero surfaces visual financial summaries with flexible date ranges and year-over-year comparisons, so you can stay on top of your numbers without switching apps. Every response links back to Xero for deeper analysis. Make Xero a native part of your AI workflow — a fast, read-only window into your business finances.

You can use Xero to:

Check cash position:
"What's my current cash balance across all bank accounts?"

Review receivables:
"Who are my top 5 customers by overdue invoice amount?"

Understand performance:
"Summarize my profit and loss for the financial year to date"