How to Use Xero with AgentCLiQ

Overview

The Xero integration connects your accounting data to AgentCLiQ, giving your AI agent team access to invoices, contacts, and organization settings. Your CFO agent can analyze cash flow, track accounts receivable, and generate financial reports using live Xero data.

What you get

• Pull invoice data including status, amounts due, payment history, and aging
• Access customer and supplier contact records with financial summaries
• Read organization settings including base currency and financial year end
• Generate reports combining Xero financial data with CRM and operational metrics

Connect Xero

1. In AgentCLiQ, go to Settings then Integrations
2. Find the Xero card under Accounting and Finance and click Connect
3. You will be redirected to Xero to authorize access
4. Select the organization you want to connect and click Allow access
5. You will be returned to AgentCLiQ with the connection active

Permissions

AgentCLiQ requests read-only access to your Xero data:

• accounting.invoices.read: Read invoices, credit notes, quotes, and purchase orders
• accounting.contacts.read: Read customer and supplier contact records
• accounting.settings.read: Read organization settings and chart of accounts

How agents use Xero

• CFO: Analyzes invoices, cash flow patterns, revenue trends, and AR aging
• CEO: Reviews financial health in briefings, flags overdue accounts
• CRO: Correlates sales pipeline with invoice and payment data
• COO: Monitors operational costs and vendor payment status
• CMO: Tracks marketing spend ROI against revenue data

Learn more

Visit the Xero integration overview for the full list of capabilities.