Streamline invoicing, reporting, and financial insights without ever switching apps. Xero Agent brings the power of Xero directly to your Microsoft 365 workflow.
Access advanced financial tools right inside Microsoft Teams and Copilot without needing to switch between apps. Instantly retrieve invoices, generate real-time reports, and get AI-powered financial insights through conversational queries like “show me my recent invoices” or “get profit and loss report.”
Transform how your team interacts with financial data through automated categorization, intelligent search, and collaborative financial management. Xero Agent eliminates administrative overhead while providing immediate access to the financial information your team needs, when they need it.
Built on enterprise-grade security, the solution maintains Xero’s robust authentication protocols while delivering financial automation where your team already collaborates.
We begin with a comprehensive analysis of your current financial workflows, Microsoft 365 environment, and integration requirements. Our team works closely with your stakeholders to define success metrics and create a tailored implementation roadmap.
Our structured deployment follows a phased approach, starting with core functionality and progressively enabling advanced features. This ensures minimal disruption while maximizing user adoption and value realization at each stage.
We provide comprehensive training programs tailored to different user roles - from finance teams to project managers. Our enablement resources ensure your team can leverage Xero Agent's full capabilities from day one.
Reduce invoice processing and financial reporting time by over 50% through automation and seamless integration.
Provide real-time financial insights and AI-powered analytics to support data-driven business decisions.
Break down departmental silos by making financial data accessible and actionable across your organization.
