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Finance Admin for Xero

Bring Xero invoices, reports, and finance insights into Teams and Copilot.

Product identity artwork for the Finance Admin for Xero agent

Finance Admin for Xero

Keep routine finance work close to the conversation

Finance Admin for Xero brings invoice and report tasks into Microsoft Teams and Copilot. Staff can get finance insights and reports there.

Working scope

Choose a finance task, then confirm the access it needs

Start with invoices and reports. The exact Xero tasks and access rights must fit your setup.

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