Finance Agent for Xero
от Data-Driven AI
Automate Xero finance tasks in Microsoft 365 Copilot and approval workflows
Finance Agent for Xero is a smart financial assistant built for Microsoft Teams and Microsoft 365 Copilot
that helps organizations manage their Xero accounting tasks directly within Teams. Designed for
any size organization using Xero, it brings automation, insight, and collaboration into your
daily workflow—without switching apps.
Key Benefits:
Invoice & Bill Categorization:
Automatic categorization for currency, descriptions, tax and line items.
Save Time:
Stay in Teams and approve Invoices and Bills for payment. No more logging in to Xero with MFA!
Financial Summaries:
Generate real-time Profit and Loss reports with natural language.
Use Cases:
Invoice Categorization
Approval Workflows
Automated Payrun Drafting (Coming soon)
Target Audience:
- SMBs and Enterprises using Xero and Microsoft Teams/Copilot
- Finance and Accounting Teams
- Bookkeepers and Accountants
Note:
- An active Xero account is needed to use this Agent.
- Finance Agent for Xero is not affiliated with or endorsed by Xero or Microsoft.
Възможности на приложението
- Може да изпраща данни през интернет
- Това приложение може да осъществява достъп до лични данни в активното съобщение, като например телефонни номера, пощенски адреси или URL адреси. Приложението може да изпрати тези данни на услуга на друг разработчик. Не могат да бъдат четени или променяни други елементи в пощенската ви кутия.