An AI agent that chases what Xero says you are owed.
Connect Xero and an OpenHelm agent can watch your ledger on a schedule: drafting polite reminders for overdue invoices, sending a weekly cashflow digest, and surfacing reconciliation exceptions before month-end, with every action logged for your accountant.
Recurring jobs
What an OpenHelm agent can do with Xero.
Each of these runs as a scheduled, self-correcting job: you describe it in plain English, approve the plan once, and an independent evaluator checks every run against the goal.
Overdue-invoice reminders
Each morning, find invoices past their due date and draft a courteous, escalating reminder email for each, sent after your approval or automatically at higher autonomy.
Weekly cashflow digest
Summarise cash in, cash out, upcoming bills and debtor days into a Monday-morning email for the founders.
Reconciliation exceptions
Flag unreconciled transactions and unusual entries into a data table, so month-end starts with a worked list instead of a hunt.
Spend anomaly watch
Track supplier spend over time and alert you when a category or supplier jumps beyond its usual range.
Get started
Connect Xero in minutes.
- 1
Connect Xero
Add Xero under Connections in the OpenHelm app and complete the hosted sign-in, or mint a connect link programmatically with POST /v1/connections/links.
- 2
Describe the job in plain English
Tell OpenHelm what you want done and how often. It drafts a plan with a schedule, the tools it will use, and a clear definition of done.
- 3
Approve the plan
No job fires until you have reviewed the plan. Set the autonomy level to control whether writes execute directly or queue for your approval.
- 4
It runs, self-checks and reports
Runs execute in isolated cloud sandboxes on schedule. An independent evaluator scores each run against the goal, and results arrive as logs, emails or data-table rows.
For developers
Or provision the connection over the API.
curl https://api.openhelm.ai/v1/connections/links \
-H "Authorization: Bearer oh_live_..." \
-H "Content-Type: application/json" \
-d '{ "provider": "<provider id>", "name": "Xero" }'
# → a short-lived hosted link; open once to authorise, then
# poll GET /v1/connections until it shows as authenticated.
# Provider ids are listed in the Connections API docs.The same connections back runs started over REST. See the AI agent API and the Connections API docs.
Related ways to put agents to work with Xero:
Common questions about the Xero integration
Finance & ops
More integrations in this category.
Put an agent to work in Xero this week.
Connect once, describe the job, approve the plan. From then on it runs on schedule, checks its own work, and reports back with evidence.