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Xero logo XeroAccounting and bookkeeping software

AI automation inside Xero.

Bring approved Xero figures, files and Microsoft 365 context into one finance workflow, then prepare updates for review before anything is posted.

Client briefing

Xero · Accounting and bookkeeping
GK Grace K.8:41 AM @Horizon, give me a briefing for Atlas Pty Ltd using its Xero invoices, payments and contact record, plus the latest Outlook emails. Flag anything overdue.
HorizonAPP8:41 AMOn it. Checking Xero and Outlook now.Invoices, payments and contacts checked in XeroLatest client emails read in OutlookAnything overdue flagged
One client briefing across Xero and Outlook.

Draft a quote

Xero · Accounting and bookkeeping
DF Dan F.9:12 AM @Horizon, prepare a draft quote from the approved project brief in SharePoint. Show me the customer, line items, GST and total before anything is created in Xero.
HorizonAPP9:12 AMOn it. You approve before anything is created.Approved project brief read in SharePointDraft quote prepared for XeroCustomer, line items, GST and total shown to you firstNothing created in Xero until you approve
A checked quote ready for approval.

Invoice watch

Xero · Accounting and bookkeeping
SL Sarah L.11:26 AM @Horizon, when a Xero invoice is added or changed, post a review-ready summary here and prepare the next task. Do not contact the client.
HorizonAPP11:26 AMWatching. Each change will land in this thread.Xero signals the invoice changeOfficial Xero change alertsReview-ready summary posted in this threadNext task prepared, held for staff reviewThe client is not contacted
A task and summary ready for staff review.
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Works alongside
Outlook logoOutlookExcel logoExcelDext logoDextKarbon logoKarbonMYOB logoMYOBFYI logoFYI
Native tools and custom work

Start with Xero's AI. Build around the remaining work.

Your existing software

Check what is already available

  • Xero describes JAX for transaction categorisation, bank reconciliation and bill or receipt capture.
  • Its official Claude connector can answer from live Xero data with source links. That connection is read-only.
  • Check the features available in your organisation before commissioning a custom bookkeeping workflow.
A custom Horizon workflow

Scope the useful addition

  • Combine approved ledger records with a specific Outlook conversation or SharePoint project brief.
  • Prepare a quote, invoice or follow-up task using the team's own rules and review steps.
  • Build only when the native feature or an existing app leaves a clear gap in the agreed workflow.

Official sources checked 29 September 2026: Xero AI and Claude connection.

Xero and MYOB compared Accounts payable workflows
The connection

How does Horizon actually get into Xero?

Horizon connects through Xero's official API, the same doorway Xero gives its own app partners. Your team approves which organisation Horizon can see and exactly what it is allowed to do there, before anything is built.

Microsoft TeamsYour team asks here
The official doorwayYour organisation approves access 01Seeapproved records02Prepareyour approval first03Startagreed trigger or schedule
XeroYour approved records
01 · See

What Horizon can see

Invoices, quotes, contacts, payments, bank transactions and reports, plus the files attached to them, within the access your team approves.

02 · Prepare

What Horizon can prepare

Draft invoices, quotes and contact updates, with files attached where they belong. Horizon shows every change to your team first, and nothing is posted into Xero without that approval.

03 · Start

How work can start

Xero can tell Horizon the moment an invoice, contact or credit note is added or changed. For everything else, Horizon checks on a schedule you agree.

What we confirmed about the Xero connection

  • The connection type, current Xero plan and approval requirements are checked before the workflow is planned.
  • Xero caps how quickly connected software can call it and does not lift those caps, so high-volume workflows are designed to pace themselves.
  • Instant change alerts cover invoices, contacts and credit notes; other records are worked on an agreed schedule rather than promised in real time.
  • Xero offers JAX and its own AI connections. We first check whether those meet the task, then scope any remaining work around your records and review process.

Checked against official Xero information on .

Day to day

Use Xero without jumping between systems.

Xero stays your accounting system of record. Your team asks in Teams, Copilot, Claude or ChatGPT, and Horizon answers with only the approved records that request needs.

We connect one workflow first, prove it with your team on real review steps, then expand.

Partner8:42 AM “Give me a briefing for Atlas Pty Ltd using its Xero invoices, payments and contact record, plus the latest Outlook emails. Flag anything overdue.” One client briefing across Xero and Outlook.
Practice manager11:18 AM “Prepare a draft quote from the approved project brief in SharePoint. Show me the customer, line items, GST and total before anything is created in Xero.” A checked quote ready for approval.
Accountant3:06 PM “When a Xero invoice is added or changed, post a review-ready summary here and prepare the next task. Do not contact the client.” A task and summary ready for staff review.
AI automation for accountants and bookkeepers AI integration services MYOB AI integration
Often paired with

Software we connect with Xero.

MYOB logoMYOB AI automationDext logoDext AI automationHubdoc logoHubdoc AI automationApprovalMax logoApprovalMax AI automationKarbon logoKarbon AI automationOracle NetSuite logoOracle NetSuite AI automationQuickBooks logoQuickBooks AI automation
Common questions

Using Horizon with Xero, answered.

What could our team ask Horizon to do with Xero?
Bring approved Xero figures, files and Microsoft 365 context into one finance workflow, then prepare updates for review before anything is posted. Typical results include one client briefing across Xero and Outlook, a checked quote ready for approval, and a task and summary ready for staff review.
Can our team use Xero from Microsoft Teams?
Yes, after the agreed access is approved. Your team asks Horizon in Teams, Horizon checks the approved Xero information and connected systems, then returns the answer or proposed action for review.
Can Horizon use Xero with Outlook, SharePoint or our other software?
Yes. We design one workflow around Xero and the other approved systems your team relies on, so the result can use the relevant information without staff opening each system separately.
Can Horizon prepare changes in Xero, not just answer questions?
Yes, where Xero supports the agreed action. Horizon prepares the change, shows it to the right person and applies it only under the permissions and review rules agreed for the workflow.
What would we start with in Xero?
We start with one useful, controlled request such as: @Horizon, give me a briefing for Atlas Pty Ltd using its Xero invoices, payments and contact record, plus the latest Outlook emails. Flag anything overdue. The first version stays narrow enough to test with real staff and real review steps.
What access is needed before work starts?
We first confirm which Xero organisation and records your team wants to use. Some actions need Xero approval or a specific plan, and nothing is posted without the permissions and review rules you choose.
Does Horizon replace Xero?
No. Xero remains the system your team uses. Horizon connects only the approved data and actions needed for the agreed workflow.
How does Horizon keep the Xero workflow safe?
We agree exactly which records, people and actions are in scope. We test one limited workflow with approved examples, keep important changes behind human review and expand only after the pilot is working properly.
A free introductory call

Put AI to work inside Xero.

Tell us the Xero job you would rather not do yourself.

Book a free intro call
30 min with our Director. No sales rep, no follow-up.