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Xero Practice Manager logo Xero Practice ManagerAccounting and bookkeeping AI integration

AI automation across Xero Practice Manager and the rest of your software.

Give the practice a joined view of clients, jobs, deadlines, assignments and time, with reviewed job updates prepared from Teams.

Job briefing

Xero Practice Manager · Accounting and bookkeeping
SL Sarah L.8:41 AM @Horizon, brief me on the Mercer Group job: deadline, current state, assigned staff, open tasks, notes and time recorded.
HorizonAPP8:41 AMOn it. Checking Xero Practice Manager now.Job, deadline and assigned staff checked in Xero Practice ManagerOpen tasks, notes and time recorded read as wellCross-checked and compiled into one briefing
One current job briefing for the team.

Due this week

Xero Practice Manager · Accounting and bookkeeping
TW Tom W.9:12 AM @Horizon, which jobs due in the next seven days are unassigned, overdue or have no recent time recorded?
HorizonAPP9:12 AMOn it. Checking Xero Practice Manager now.Jobs and time recorded checked in Xero Practice ManagerAnything overdue or unassigned flaggedCross-checked and compiled into one list
A focused list of work needing attention.

Job update

Xero Practice Manager · Accounting and bookkeeping
PN Priya N.11:26 AM @Horizon, prepare a job note and follow-up task for this client, assigned to Priya for Friday. Show me the update before saving it.
HorizonAPP11:26 AMOn it. You approve before anything is saved.The approved details read from this threadDraft job note and task prepared for Xero Practice ManagerNothing saved in Xero Practice Manager until you approve
A reviewed XPM job update ready to save.
Book a Xero Practice Manager integration session
Connect with
Xero logoXeroFYI logoFYIIgnitionOutlook or SharePoint
Native tools and custom work

Keep the practice workflow in XPM. Join up the context.

Your existing software

Check what is already available

  • Xero Practice Manager owns the firm's clients, jobs, assignments and time records.
  • XPM has a separate connection and approval process from Xero Accounting. A Xero ledger connection does not grant practice access.
  • Xero's current Practice Manager 3.1 documentation covers client, job, staff and time access, subject to its partner and security requirements.
A custom Horizon workflow

Scope the useful addition

  • Combine an approved job briefing with the relevant FYI document or Outlook conversation.
  • Show overdue, unassigned or quiet jobs to the person who owns the next step.
  • Prepare supported notes and tasks for review, then test the agreed access before rollout.

Official sources checked 29 September 2026: Xero Practice Manager 3.1 · Xero practice connection requirements.

FYI integration Accounting workflows
The connection

How does Horizon actually get into Xero Practice Manager?

Horizon connects through Xero Practice Manager's official API, a doorway Xero arranges rather than one you switch on inside the product. We complete Xero's partner and security checks, then your practice approves exactly what Horizon may see and manage.

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

What Horizon can see

Clients, jobs, deadlines, tasks, notes, staff assignments and recorded time, within the access your practice approves.

02 · Prepare

What Horizon can prepare

Job updates, tasks, notes, assignments and time entries. Horizon shows each change to your team before anything is saved into XPM.

03 · Start

How work can start

The reviewed XPM documentation does not establish instant change alerts for this workflow, so Horizon checks for new and updated records on a schedule you agree.

What we confirmed about the Xero Practice Manager connection

  • Access runs through Xero's partner and security process, so it takes longer to stand up than a self-service connection.
  • An existing Xero accounting connection does not carry over; Practice Manager access is approved separately.
  • There is no public Practice Manager test environment, so we agree a careful testing approach before anything touches live records.

Checked against official Xero Practice Manager information on .

Day to day

Use Xero Practice Manager from one place.

XPM keeps owning your jobs, client groups, WIP and staff allocations. 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 “Brief me on the Mercer Group job: deadline, current state, assigned staff, open tasks, notes and time recorded.” One current job briefing for the team.
Practice manager11:18 AM “Which jobs due in the next seven days are unassigned, overdue or have no recent time recorded?” A focused list of work needing attention.
Accountant3:06 PM “Prepare a job note and follow-up task for this client, assigned to Priya for Friday. Show me the update before saving it.” A reviewed XPM job update ready to save.
AI automation for accountants and bookkeepers AI integration services Xero AI integration
Often paired with

Software we connect with Xero Practice Manager.

Xero logoXero AI automationKarbon logoKarbon AI automationFYI logoFYI AI automationMYOB Practice logoMYOB Practice AI automationDext logoDext AI automation
Common questions

Using Horizon with Xero Practice Manager, answered.

What could our team ask Horizon to do with Xero Practice Manager?
Give the practice a joined view of clients, jobs, deadlines, assignments and time, with reviewed job updates prepared from Teams. Typical results include one current job briefing for the team, a focused list of work needing attention, and a reviewed XPM job update ready to save.
Can our team use Xero Practice Manager from Microsoft Teams?
Yes, after the agreed access is approved. Your team asks Horizon in Teams, Horizon checks the approved Xero Practice Manager information and connected systems, then returns the answer or proposed action for review.
Can Horizon use Xero Practice Manager with Outlook, SharePoint or our other software?
Yes. We design one workflow around Xero Practice Manager 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 Practice Manager, not just answer questions?
Yes, where Xero Practice Manager 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 Practice Manager?
We start with one useful, controlled request such as: @Horizon, brief me on the Mercer Group job: deadline, current state, assigned staff, open tasks, notes and time recorded. The first version stays narrow enough to test with real staff and real review steps.
What access is needed before work starts?
XPM access is arranged through Xero rather than switched on by the user. We confirm your practice access, records and approval steps before a build.
Does Horizon replace Xero Practice Manager?
No. Xero Practice Manager 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 Practice Manager 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.
Xero Practice Manager integration session

Show us what you want Xero Practice Manager connected to.

We will confirm the access path, the systems in scope and the safest first workflow.

Book a Xero Practice Manager integration session
30 min with our Director. No sales rep, no follow-up.