---
title: Xero
summary: Manage invoices, contacts, bank transactions, and financial reports in Xero.
---

# Xero

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.

## Related

- [Integrations Guide](/en/docs/guides/integrations-guide): the full catalog and security model these connections share
- [QuickBooks](/en/docs/integrations/quickbooks): a similar accounting alternative