AI for Xero · Accounting
AI employees that actually work inside Xero.
Xero keeps the books, but the work around it is mostly chasing: unpaid invoices, uncategorized transactions, missing receipts, and clients who haven't sent their documents. Cyndra AI employees handle that work, keeping Xero current and the cycle short without adding headcount.
Built for: Finance teams and accounting firms running on Xero
Can I get an AI agent that works in Xero?
Yes. Cyndra deploys AI employees that work inside Xero, connecting via the Xero API to chase invoices, categorize transactions, draft reconciliation memos, and collect client documents. They live in Slack, Teams, and email, act under your approval, and audit-log every action. Xero is one of 1,000+ integrations.
Why this matters
Xero is the system of record. Cyndra is the worker.
Finance work is repetitive until it isn't, and most of the volume is the repetitive part: the same invoice reminder, the same recurring transaction, the same missing receipt. Teams either burn hours on it or let it slip and reconcile under pressure at month-end. An AI employee takes the routine off the plate so people handle the judgment calls.
What Cyndra does in Xero
5 workflows your team is probably doing by hand right now.
- 01
Invoice chasing and collections
The AI employee tracks unpaid invoices in Xero, sends tiered reminders on your schedule, posts a weekly aging report to the finance channel, and drafts a personal follow-up for accounts that need a human. The routine reminders send on schedule; you approve the personal ones.
- 02
Transaction categorization and anomaly flagging
The AI employee proposes categories for new transactions based on your chart of accounts and past behavior, flags duplicates and unusual amounts, and surfaces the ones that need a decision. Month-end cleanup shrinks from days to a review session.
- 03
Receipt and bill collection
The AI employee chases missing receipts and bills via Slack, email, or WhatsApp, attaches them to the right Xero transaction, and pings the person back if a document is unreadable. Expenses stop leaking.
- 04
Reconciliation memo drafting
For accounts that don't tie out cleanly, the AI employee drafts a reconciliation memo with the matching transactions, the exceptions, and a recommended adjusting entry, ready for the controller to approve.
- 05
Client document collection (for accountants)
For accounting firms, the AI employee chases clients for the documents you need via email or WhatsApp, tracks what's in and what's outstanding, and posts a per-client status to your team. Busy season capacity without seasonal contractors.
How we connect
Direct Xero integration, no middleware, no lock-in.
Cyndra connects to Xero through Xero's OAuth with scopes set per AI employee, for example invoices, contacts, and bank transactions, and the specific organization the role needs. Credentials live server-side, never in the model context. Sensitive actions can be gated behind human approval, and every action is written to an audit log.
Sample deployment
What a real Xero engagement looks like.
A 10-person accounting firm deployed Cyndra inside Xero over two weeks to survive busy season without contractors. Week 1: OAuth, client document chasing, and invoice reminders. Week 2: transaction categorization and reconciliation memo drafting. During the following busy season, document-chase time per client fell sharply, write-up work moved out of nights and weekends, and the firm took on new clients without adding staff.
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FAQ
Xero + Cyndra, answered.
Does Cyndra replace Xero?
No. Xero stays your accounting system. Cyndra is the AI employee that does the work around it: chasing invoices, categorizing transactions, collecting receipts, and drafting reconciliation memos. Every action is written back to Xero with an audit trail.
How is this different from Xero's built-in automation?
Xero automates rules inside its own UI, like recurring transactions and bank feeds. Cyndra AI employees are role-specific agents that work across Slack, Teams, email, and WhatsApp, taking multi-step actions inside Xero under human approval. Think of Xero rules as in-product automation; think of Cyndra as a teammate assigned to your finance workflow.
Can it really collect documents from clients?
Yes. The AI employee sends reminders on your schedule through email or WhatsApp, accepts uploads, logs what's in and what's missing per client, and escalates stragglers to you. It works the way a diligent bookkeeper would, without the evenings.
How does Cyndra handle sensitive financial data?
Every AI employee runs with scoped OAuth and reads only what its role requires. Credentials live server-side, never in the model context, and nothing is used to train shared models without your explicit opt-in. Every action is audit-logged.
Can we pilot this with one workflow first?
Yes. Most engagements start with a single workflow, often invoice chasing or document collection, then expand. We scope the pilot against measurable outcomes in the first discovery call.
Work with us
Put AI employees to work inside
Xero.
A free 30-minute call to scope your Xero deployment. We map the highest-ROI workflows and give you a custom quote.