HeartBeatAgents

Xero

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Manage invoices, contacts, bank transactions, and financial reports in Xero.

What it does

Connects an agent to Xero. Agents can list and create invoices, send an invoice, manage contacts, list and create bank transactions, list accounts, and pull a profit-and-loss, balance sheet, or trial balance report.

Setup

  1. Go to Settings → Integrations → Xero.
  2. Click Connect and authorize via OAuth 2.0.
  3. Choose which Xero organization the agent should work with.
  4. Assign the connection to an agent.

Scopes requested

Accounting access covering transactions, contacts, and settings, with offline access so the connection keeps working without you having to sign in again.

Typical use

An agent that creates and sends an invoice the moment a deal closes, or one that pulls a profit-and-loss report when you ask how the business is doing this quarter.