Microsoft Copilot

Finance Admin for Xero

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

Keep routine finance work close to the conversation

Finance Admin for Xero brings invoice and report tasks into Microsoft Teams and Copilot, so the people who ask finance questions get the answer without leaving the thread.

Working scope

Choose a finance task, then confirm the access it needs

Start with invoices and reports, then agree which Xero tasks and access rights suit your setup.

Finance work

Invoices and reports

Information

Insights and reports

Interface

Teams and Copilot

Before use

Check tasks and access

Put finance admin where the conversation already happens

Bring the Xero tasks your team repeats most and the access finance can grant.

Discuss the Finance Admin agent

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Want to learn more?

Explore the rest of the site or get in touch with the team.

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Finance Admin for Xero

Keep routine finance work close to the conversation

Choose a finance task, then confirm the access it needs

Put finance admin where the conversation already happens

Want to learn more?

Explore

Get in Touch

Evidence & Community

Office

Assurance and credentials

Bring AI spend into the FinOps review