Get More Done with Zenzap’s Xero AI Agent

Zenzap’s Xero AI agent works across your workflows and alongside your team, all through a familiar chat interface.

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How Zenzap AI Agents Work

Connected

Xero

Xero agent

Talk to Xero Like You Talk to Your Team

Tell your agent what you need in a message or voice note. It can work in Xero for you, finding information, taking action, and keeping track of tasks.

Dana Reyes

Works for me. Let’s lock that in.

You

Hey @Xero agent, follow up on our discussion and make the updates.

Xero agent

Done. It’s all in Xero.

Automate Workflows with Xero

Build workflows around how you actually work, then let your agent handle updates, follow-ups, and recurring work in Xero.

Your agent, your control

Choose what your agent can access and how it can act in Xero. Require approval before actions, keep access read-only, or allow approved work to run automatically.

What Can Zenzap’s Xero AI Agent Do?

Find financial records

Search Xero for supported invoices, bills, expenses, customers, vendors, and accounts.

Create finance records

Create supported invoices, bills, expenses, payments, or accounting tasks in Xero.

Update accounting data

Change supported amounts, categories, statuses, due dates, and record details in Xero.

Flag finance work that needs attention

Check Xero for overdue, unreconciled, rejected, or exceptional records.

Summarize financial activity

Bring supported balances, transactions, cash activity, and open items from Xero into the chat.

Monitor recurring finance work

Run regular checks and coordinate close, payment, or reconciliation work in Xero.

Security & Compliance

Zenzap’s AI agents are SOC 2, GDPR, and ISO 27001 certified, with full HIPAA compliance and signed BAA for healthcare teams. Your data is never used to train AI models.

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About Xero

Xero is an accounting app that lets you track businesses expenses and accounting with intuitive mobile apps and web interfaces for point-of-sale, ecommerce, time-tracking, and more.