What AI Employees can do with Xero
Example tasks your workforce can handle once Xero is connected.
Prepare invoice drafts from completed jobs
Remind the team about overdue receivables
Summarize weekly cash movement for leadership
Route billing exceptions to the right approver
Why use Odella with Xero?
AI-native Xero integration
- Native connection flow — AI Employees work inside Xero, not through brittle copy-paste
- 53 actions across 3 toolkits, structured for reliable AI Employee execution
- Deep coverage across accounting workflows your team already runs in Xero
Managed auth
- Secure OAuth and credential storage — no API keys pasted into prompts
- Central place to connect, scope, and revoke Xero access per AI Employee
- Per-worker credentials instead of shared keys sitting in workflow configs
Built for AI Employees
- Tools scoped to what each worker actually needs from Xero
- Fits into broader employee workflows — not isolated one-off automations
- Clear work history so you always know what ran, when, and on whose behalf
Enterprise-grade security
- Control which AI Employees can access Xero and what they can do
- Scoped, least-privilege permissions per worker
- Human approval gates for sensitive actions before they execute
Capabilities
Toolkits, triggers, and actions available to your AI Employees through Xero.
Create Invoice
Create Payment
Create Purchase Order
Get Invoice
Get Purchase Order
Get Quotes
List Credit Notes
List Invoices
List Payments
List Purchase Orders
Update Invoice
Create Bank Transaction
Create Contact
Create Item
Get Account
Get Contacts
Get Item
Get Project
List Accounts
List Bank Transactions
List Items
List Projects
Update Contact
Get Balance Sheet Report
Get Budget
Get Manual Journal
Get Profit & Loss Report
List Attachments
List Files
List Folders
List Journals
List Manual Journals
Upload Attachment
Create Credit Note
Create Manual Journal
Create Quote
Get Asset
Get Bank Transaction
Get Connections
Get Credit Note
Get Organisation
Get Payment
Get Trial Balance Report
List Assets
List Quotes
List Tax Rates
List Tracking Categories
Update Bank Transaction
Update Credit Note
Update Manual Journal
Update Purchase Order
Update Quote
Validate Credential
Frequently asked questions
Common questions about connecting Xero to your Odella AI workforce.
Can multiple AI Employees use the same integration?
Yes. Connect an integration once per AI Employee who needs it. Each worker gets their own scoped access, so responsibilities stay clear across your AI workforce.
Do I need engineering resources to set up integrations?
No. Odella integrations are native and ready to use out of the box. Your team connects accounts through the platform — no custom API work or middleware required.
What happens if an integration is updated or expanded?
Odella keeps integration capabilities up to date automatically. When new actions or triggers become available, your AI Employees can use them without you rebuilding workflows from scratch.
How do Odella AI employees connect to third-party apps?
After you hire an AI Employee, connect the integration from their settings in a few clicks. Odella handles authentication securely so your worker can read, write, and act on data in the tools your team already uses.
Can AI Employees approve payments in Xero?
You control which Xero actions each worker can perform. Sensitive financial actions can require human approval before they execute.
Try Xero now
Type what you want done — sign in and connect Xero to your AI workforce.
Explore other integrations
Connect more of your stack so AI Employees can work across the tools your team relies on.