Finance Admin for Xero
See Xero finance tasks, reports, and workflows in Microsoft Teams and Copilot.
Review Finance Admin for XeroEnterprise agent platform
Plan how teams will build, link, secure, and watch agents across one platform.
Shared architecture
The Data-Driven AI Agent Foundation is the core design for Data-Driven agents. It brings Microsoft’s build, workflow, deployment, monitoring and change tooling under a single governance design.
Platform boundaries
A diagram does not show how each control works in your setup.
Development paths
The Foundation sets out no-code, low-code, and pro-code paths under the same governance plan.
No-code
Visual tools and guided steps for business users and consultants.
Low-code
Shared patterns and a small amount of code for teams that need more control.
Pro-code
APIs and developer tools for engineers who need custom links or features.
Foundation layers
Each shared workflow pattern, result layer, monitor, and control needs an owner and proof that it works. The diagram places CloudMonitor.ai in the monitoring and cost layer. Check which use and cost data your setup can send.

Use the layer diagram to set owners and plan control checks.
Agent directory
These pages show agents for Xero finance work, licence help, and Microsoft partner referrals.
See Xero finance tasks, reports, and workflows in Microsoft Teams and Copilot.
Review Finance Admin for XeroGet help with Microsoft 365 licences and Partner Benefits.
Review the License AgentReview an agent that can create and track Microsoft partner referrals.
Review the Partner Sales AgentBring the use case, users, data, allowed actions, sign-in rules, and proof you need.
Explore the rest of the site or get in touch with the team.