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Xero Integration

Connect your Xero organization to Revelry Ai so the AI can answer bookkeeping questions from live accounting data in chat: invoice and bill status, who owes you and who you owe, bank activity, and financial reports. With your approval, the AI can also create invoices, record payments, and update contacts.

Xero is an organization-level integration. Someone with the Manage Integrations permission connects one Xero organization once, and every member of your Revelry Ai organization can use the Xero tools in chat.

What You Can Do​

Contacts, invoices, and payments​

  • List and search contacts (customers and suppliers), and view one contact's details and balances
  • List and filter invoices, covering both sales invoices and bills, by status, contact, invoice number, or due date
  • View a single invoice or bill with its line items
  • List payments recorded against invoices and bills
  • List bank transactions (spend and receive money) for reconciliation questions
  • View the chart of accounts and the connected organization's details (name, base currency, financial year end, tax basis, timezone)

Financial reports​

  • Profit and Loss over a date range, optionally with up to 11 comparison periods by month, quarter, or year
  • Balance Sheet as at a date, with the same comparison options
  • Aged Receivables and Aged Payables for a single contact
  • Bank Summary of balances and cash movements over a date range

Write actions​

  • Create a sales invoice or a bill. New invoices are saved as Draft unless you ask for Submitted or Authorised
  • Record a payment against an invoice or bill, using one of the bank accounts in your chart of accounts
  • Update a contact's name, email, or phone number

All other Xero tools are read-only and run without approval.

In chat, write actions require approval. Each write stops at an approval prompt that shows what the AI will send to Xero. Choose Approve, Always Allow (skips the prompt for that kind of action for the rest of the chat), or Deny. Nothing is sent to Xero when you choose Deny.

Outside interactive chat, write actions run without approval. Skill runs outside a chat, workflow steps, and API chats have no one present to approve, so Xero write actions there run as soon as the AI calls them.

Prerequisites​

  • A Xero user with the Standard, Adviser, or Administrator role and the Connected Apps permission in the organization you want to connect
  • Manage Integrations permission in Revelry Ai to connect or manage the integration
  • The Xero integration must be enabled for your organization

Connecting Xero​

  1. Go to the Integrations page (under My Organization in your account menu at the bottom of the left navigation)
  2. Switch to the Shared tab (Xero is an organization-level integration)
  3. Find Xero and click Connect to open the Xero integration page
  4. Click Connect
  5. Sign in to Xero and choose which Xero organization or organizations to authorize
  6. Review the access Revelry Ai is requesting and allow it
  7. You'll be redirected back to the Xero integration page in Revelry Ai

What you authorize​

The Xero consent asks for permission to:

  • Stay connected without signing in again, and share your Xero name and email address
  • Read contacts, invoices and bills, payments, and bank transactions
  • Read organization settings and the chart of accounts
  • Read the Profit and Loss, Balance Sheet, Aged Receivables, Aged Payables, and Bank Summary reports
  • Create and update contacts, invoices and bills, and payments (used only by the three write actions above)

Choosing the Xero Organization​

One connection works with exactly one Xero organization, and every Xero tool is scoped to it.

  • If you authorized a single organization, it is selected automatically
  • If you authorized several, the page shows a button for each one. Click the organization this connection should use
  • To switch to a different organization later, disconnect and connect again

Using Xero in Chat​

  1. Start or continue a chat
  2. In the Chat Tools menu, open Integrations and turn on the Xero toggle
  3. Ask about your accounting data

Example prompts:

  • "Which invoices are overdue, and by how much?"
  • "Show me the unpaid bills due this month"
  • "What's our aged receivables position for Acme Construction?"
  • "Run the profit and loss for last quarter"
  • "What was our bank balance movement in August?"
  • "Create a draft invoice to Acme Construction for 40 hours of consulting at 150 each"

The AI calls the appropriate Xero tools, and you'll see tool execution cards showing what was retrieved. The same integration toggles are available when you create or edit a Skill, so Skills can use Xero tools when they run. Xero write actions in a Skill run outside a chat do not ask for approval (see Write actions).

Lists come back in pages, so for large result sets the AI may make several calls or ask you to narrow the request.

Managing the Connection​

The Xero integration page shows the Connected Organization and the Access Granted for the connection.

Granting write access​

If the connection is read-only, the Xero integration page shows a Write Access section with a Grant write access button. Clicking it runs the Xero consent again. The connected organization stays the same, and the section disappears once write access is granted.

Reconnecting​

To reconnect, or to switch to a different Xero organization, click Disconnect on the Xero integration page, then click Connect and authorize again.

Disconnecting​

  1. Navigate to Integrations and open Xero on the Shared tab
  2. Click Disconnect and confirm

Disconnecting deletes the stored Xero credentials and turns off the Xero tools for everyone in your Revelry Ai organization. Revelry Ai also asks Xero to remove the connection and revoke its tokens. If someone already removed Revelry Ai from Xero's Connected Apps page, the disconnect still completes. Xero data already in chats or artifacts stays there.

Data Handling​

  • Revelry Ai retrieves Xero data only when a Xero tool runs.
  • Retrieved data is sent to the AI provider for your chat's model to generate a response. Revelry Ai does not use it to train AI models, and Xero's developer terms prohibit using Xero API data for training.
  • Xero credentials are stored encrypted at rest. Revelry Ai never receives your Xero password.
  • Xero data the AI pulls into chats, artifacts, or documents follows your organization's normal sharing rules, and disconnecting does not delete it.

See the Privacy Policy.

Troubleshooting​

The Xero card is missing. The integration may not be enabled for your organization, or your account may not have the Manage Integrations permission that the Shared tab requires. Contact your Revelry Ai team about enabling it, or your organization admin about the permission.

The page shows "Setup Incomplete". Revelry Ai could not confirm which Xero organization the connection is authorized for. Disconnect and connect again.

"That organization is not authorized for this connection." A later consent authorized a different set of Xero organizations. Choose one of the organizations now listed, or disconnect and reconnect.

Chat says "Xero setup is incomplete". The connection exists but no Xero organization has been selected. Someone with the Manage Integrations permission needs to open the Xero integration page and choose one.

Chat says "Xero is not connected". Your organization has no Xero connection. Someone with the Manage Integrations permission needs to connect Xero from the Shared tab.

Chat says "Your Xero connection needs to be restored". Xero rejected the stored credentials, usually because access was revoked from the Xero side. Reconnect from the integration page. Revelry Ai refreshes the connection's tokens when a Xero tool runs, but if no Xero tool runs for 60 days, Xero expires the connection and you need to reconnect.

Chat says "Xero rate limit exceeded". Xero limits how many requests an app can make per minute and per day. If the message gives a number of seconds, wait that long and try again. Otherwise, try again shortly.

A write action fails with "Xero API error" or "Your Xero connection needs to be restored". The connection may be read-only. If the Xero integration page shows a Write Access section, click Grant write access and try again. Otherwise, reconnect from the integration page.

Limitations​

  • One Xero organization per connection. Switching organizations requires disconnecting and connecting again.
  • Once connected, every member of your Revelry Ai organization can use the Xero tools. Access cannot be limited to specific members or groups.
  • Write actions are limited to creating invoices and bills, recording payments, and updating a contact's name, email, or phone. The AI cannot create contacts, edit or void existing invoices, delete records, or create bank transactions or journals.
  • New invoices and bills need a contact that already exists in Xero.
  • Aged Receivables and Aged Payables run for one contact at a time.
  • Reports are limited to Profit and Loss, Balance Sheet, Aged Receivables, Aged Payables, and Bank Summary. Trial Balance, Budget, and Executive Summary are not available.
  • The integration covers Xero's Accounting API only. Payroll and Projects data are not available.
  • Xero limits how many requests an app can make to your Xero organization per minute and per day.

Next Steps​