integrations
AI agents for Xero
Polytask agents read the bills and requests that land in your inbox and do the data entry in Xero, so you check the result instead of typing it.
sound familiar?
The invoices pile up until someone has a spare evening.
Supplier bills arrive by email, customers need invoicing and quotes need chasing. Each one is only a few minutes of typing, and there’s always another.
Supplier bills
Reads the invoice from the email or PDF, finds the supplier and drafts the bill in Xero with the document attached.
Customer invoices and quotes
Raises draft invoices and quotes from an email, a job sheet or a spreadsheet, and emails an invoice when it’s ready.
Payments and bank transactions
Records payments against invoices and adds bank transactions.
Reports and follow-ups
Reads your profit and loss, balance sheet and overdue invoices, then sends you a summary or drafts a reminder to the customer.
an example
A supplier invoice at a building supplies wholesaler
- 1A supplier emails an invoice at 7:15 am.
- 2The agent reads the PDF, finds the supplier in Xero and picks the account codes.
- 3If it isn’t sure about something, it asks the owner.
- 4The bill is waiting in Xero as a draft, with the PDF attached, ready to approve.
your control
You stay in charge
Only what you allow
You decide which accounts each agent can reach, and you can limit a connection to reading only.
Approvals where you want them
Choose the actions that need someone’s OK first, and the right person on your team gets the request.
Rehearse it first
A rehearsal reads your real data and only simulates changes, so you see what it would have done.
to be clear
What stays with you
- An email, text or schedule starts the job. Changes inside Xero don’t start an agent.
- Reconciling your bank feed stays in Xero.
- Adding or editing items in your Xero catalogue stays with you.
- Payroll covers Australian organisations only. An agent sets up the next scheduled pay run for you to check, and doesn’t lodge STP.
questions
Common questions
- Can Polytask create invoices in Xero automatically?
- Yes. An agent can raise draft invoices, bills, quotes, purchase orders and credit notes. You can require someone’s OK before anything is sent.
- Does it work with more than one Xero organisation?
- Yes. An agent can work across several organisations, and you choose which ones it can reach.
- Can I try it without changing anything in Xero?
- Yes. A rehearsal reads your real data and only simulates changes, and you get a list of what it would have done.
Bring the Xero job you keep putting off.
Tell us the job that keeps landing back on your desk, and we’ll show you what an agent would do with it.
Nothing important goes out without your OK — from the first minute.