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Automate Xero with AI Agents.

Automate finance workflows with Xero and AI workers. Use Toolhouse to reduce manual bookkeeping, speed up follow-up, and keep operations moving.

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Your Xero AI Worker

Xero AI Worker

Active

You: Review all overdue invoices from the last 45 days, prioritize customers by balance and payment history, and draft personalized follow-up reminders for anything past due. Flag accounts that need human escalatio...

Scanning unpaid invoices and due dates in Xero...

Ranking accounts by outstanding balance and payment risk...

41 overdue invoices prioritized for faster collection.

The worker grouped overdue invoices by urgency, drafted reminder messages for each account segment, and flagged 6 high-risk customers for manual outreach. This helps you...

41Invoices prioritized

6High-risk accounts flagged

6 hours manually reviewing aging reports and writing remindersBeforeto8 minWith Toolhouse

Use cases

Top Xero automation use cases

Use case 1

Automate invoice follow-up

Late payments create unnecessary admin work for finance teams. Toolhouse AI workers can use Xero to monitor unpaid invoices, trigger reminder workflows, and keep internal teams updated on collection status. This helps businesses improve cash flow without relying on manual follow-up. It is a practical way to automate invoice reminder software workflows inside daily operations.

Your Xero AI Worker

Xero AI Worker

Active

You: Analyze our accounts receivable aging report, identify which customers should get a second reminder this week, and prepare a short action list for the finance manager with recommended next steps.

Reviewing receivables aging buckets...

Drafting next-best collection actions by account...

27 collection actions prepared for this week's AR follow-up.

The worker sorted receivables by overdue bucket, highlighted accounts most likely to delay payment, and produced a clean follow-up plan for the finance manager. Instead...

27Collection actions created

9Accounts escalated

1 full day of manual AR review and prioritizationBeforeto11 minWith Toolhouse

Use case 2

Streamline accounts receivable

Accounts receivable is one of the highest-value finance automation opportunities for growing businesses. AI workers can review outstanding balances in Xero, prioritize which customers need outreach, and trigger the next best action based on due dates or account history. That reduces repetitive work for finance teams and helps speed up collections. The result is better workflow automation for revenue operations.

Your Xero AI Worker

Xero AI Worker

Active

You: Pull this month's P&L and cash flow movements, summarize any unusual changes versus last month, and draft a finance update I can send to leadership before tomorrow's meeting.

Gathering reporting inputs from current and prior periods...

Summarizing variance drivers for leadership review...

Leadership-ready finance summary created in minutes.

The worker organized core Xero reporting inputs, surfaced the biggest month-over-month changes, and drafted a concise update your leadership team can review right away....

3Reports summarized

8Key variances highlighted

5 hours pulling numbers and writing summariesBeforeto9 minWith Toolhouse

Use case 3

Sync finance reporting workflows

Finance reporting often stalls because data needs to be gathered, checked, and shared across teams. With Xero in the workflow, AI workers can organize reporting inputs, summarize key changes, and prepare updates for leadership on a recurring schedule. This saves time for operations and finance teams that need fast visibility into performance. It also makes reporting automation more consistent as the business grows.

Your Xero AI Worker

Xero AI Worker

Active

You: Check all uncoded bills, missing receipts, and unreconciled items blocking month-end close. Create a checklist by owner and highlight the items most likely to delay close this week.

Checking open bills, receipts, and reconciliation gaps...

Building a month-end checklist by owner and urgency...

34 month-end blockers identified and assigned.

The worker compiled open finance tasks, grouped blockers by owner, and surfaced the items that need immediate attention before close. This gives lean finance teams a cle...

34Tasks handled

7Critical blockers found

2 days of manual close coordinationBeforeto14 minWith Toolhouse

Use case 4

Handle expense and bill reviews

Expense and bill review processes are important, but they often involve too much back-and-forth. Toolhouse can build AI workers that use Xero to flag exceptions, route approvals, and keep stakeholders informed when action is required. This helps teams reduce delays in payable workflows and maintain better operational control. Businesses get more reliable process automation without adding finance headcount.

Your Xero AI Worker

Xero AI Worker

Active

You: Automate finance workflows with Xero and AI workers. Use Toolhouse to reduce manual bookkeeping, speed up follow-up, and keep operations moving.

Reading workflow context...

Preparing the next best action...

Handle expense and bill reviews

Expense and bill review processes are important, but they often involve too much back-and-forth. Toolhouse can build AI workers that use Xero to flag exceptions, route a...

-Tasks handled

-Actions ready

manualBeforetominutesWith Toolhouse

Use case 5

Support month-end operations

Month-end close depends on many small coordination tasks that are easy to miss. AI workers can use Xero to track open items, remind owners about missing inputs, and summarize what still needs review before close is complete. That helps finance teams reduce last-minute scrambling and improve operational discipline. It is a strong fit for business process automation in lean finance teams.

Your Xero AI Worker

Xero AI Worker

Active

You: Automate finance workflows with Xero and AI workers. Use Toolhouse to reduce manual bookkeeping, speed up follow-up, and keep operations moving.

Reading workflow context...

Preparing the next best action...

Support month-end operations

Month-end close depends on many small coordination tasks that are easy to miss. AI workers can use Xero to track open items, remind owners about missing inputs, and summ...

-Tasks handled

-Actions ready

manualBeforetominutesWith Toolhouse

Testimonials

What our customers say

1,000,000+ agents· 15,000+ teams· 1,000+ integrations· Start for free

“We built in record time what would have taken weeks otherwise! I can honestly say that without Toolhouse, our team would have been spending much MUCH more time delivering AI features in the products we're building.”

Marcos Ocón

COO @ Develative (Developer Agency)

EngineeringSince 2025

“I built an agent that qualifies my leads and books calls automatically. No developer, no agency. It paid for itself in the first week.”

Andrew Njoo

Founder @ Stack2Sale

MarketingSince 2025

“Our team of 12 was drowning in repetitive tasks. We described what we needed and the agent just worked. We didn't write a single line of code.”

Kristian Freeman

Manager @ Large Engineering Company

InfrastructureSince 2025

Pricing

Simple, transparent pricing

Start free, scale as you grow. No hidden fees, no surprises.

Business

$500/month

Includes FREE unlimited tokens

Credits / month25,000
Workers50
Log retention30 days
Worker email inboxIncluded
OnboardingIncluded
Organizations—
Account engineer—
SupportSlack, Email

Start now →

No credit card needed

For scaling businesses

Business Max

$1,200/month

Includes FREE unlimited tokens

Credits / month80,000
Workers500
Log retention1 year
Worker email inboxIncluded
OnboardingIncluded
OrganizationsIncluded
Account engineerOn demand
SupportPriority (Slack, Email, Phone)

Start now →

No credit card needed

For larger companies

Enterprise

Custom

For scaling needs

Credits / monthVolume pricing
WorkersUnlimited
Log retentionCustom
Worker email inboxIncluded
OnboardingIncluded
OrganizationsIncluded
Account engineerNamed
SupportCustom

Talk to sales →

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FAQ

Using Xero with AI workers

Common questions about Xero automation with AI workers.

How can Toolhouse automate Xero workflows?

Toolhouse lets you build AI workers that use Xero to automate invoice follow-up, accounts receivable, reporting, bill review, and month-end coordination. This reduces manual finance admin and helps teams run faster workflows.

Is Xero a good fit for AI-driven finance automation?

Yes. Xero is a strong fit for AI workers because finance teams rely on repeatable workflows like reminders, reconciliation support, approvals, and reporting that benefit from automation.

What teams benefit most from Xero workflow automation?

Finance, operations, and leadership teams benefit most. They can use Xero automation to improve cash flow, reduce repetitive work, strengthen reporting, and support more efficient business operations.

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