Finance Agent for Xero
Data-Driven AI에 의해
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.
Profit Attainment Tracking:
Monitor quarterly revenue and profit performance against targets with detailed attainment reports.
Use Cases:
Invoice Categorization
Approval Workflows
Profit Attainment Reporting
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.
앱 기능
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