Xero Integration — Automate Xero with AI on Beauto

Xero is a cloud-based accounting software for small businesses, providing invoicing, bank reconciliation, bookkeeping, and financial reporting in real time

Category: accounting · 53 actions available

What you can automate with Xero

Beauto connects Xero with 900+ other apps so you can build AI-powered workflows in minutes. Trigger automations from Xero events, enrich Xero data with AI, or sync Xero with the rest of your stack — without writing code.

  • Sync Xero data with Gmail, Slack, Notion, HubSpot, Google Sheets, and more
  • Trigger AI agents on new Xero events and route the output anywhere
  • Schedule recurring Xero tasks — daily reports, cleanups, or bulk updates
  • Use natural language to describe the workflow; Beauto builds it for you

Xero actions Beauto supports

  • Create Bank Transaction — Create a bank transaction in Xero. Use SPEND for payments out or RECEIVE for money received.
  • Create Contact — Create a new contact in Xero. Contacts can be customers, suppliers, or both.
  • Create Invoice — Create a new invoice in Xero. Supports both sales invoices (ACCREC) and bills (ACCPAY).
  • Create Item — Create an inventory item in Xero. Items can be tracked for sales and/or purchases.
  • Create Manual Journal — Create one or more manual journals (journal entries) in Xero with journal lines. Manual journals must balance (debits equal credits).
  • Create Payment — Create a payment in Xero to link an invoice with a bank account transaction.
  • Create Purchase Order — Create a purchase order in Xero to order goods/services from suppliers.
  • Get Account — Retrieve a specific account from Xero's chart of accounts by its unique ID. Returns detailed account information including code, name, type (BANK, REVENUE, EXPENSE, etc.), status (ACTIVE/ARCHIVED), tax settings, bank det
  • Get Asset — Retrieve a specific asset by ID from Xero. Returns depreciation details and book value.
  • Get Balance Sheet Report — Retrieve Balance Sheet report from Xero. Shows assets, liabilities, and equity at a specific date. Liability and credit balances appear as negative numbers in the response. Response structure is Reports → Rows → Sections
  • Get Budget — Retrieve a budget from Xero. Budgets track planned vs actual spending by account.
  • Get Connections — Tool to list active Xero connections. Use to retrieve all current tenant connections for the authenticated user and resolve the correct tenant_id before making data requests. When multiple tenants are returned, never ass
  • Get Contacts — Tool to retrieve a list of contacts. Use when you need up-to-date contact information with filtering, paging, or incremental updates.
  • Get Invoice — Retrieve a specific invoice by ID from Xero. Returns full invoice details including line items and status.
  • Get Item — Retrieve a specific item by ID from Xero. Returns item code, name, pricing, and tax details.
  • Get Manual Journal — Retrieve a specific manual journal by ID from Xero. Returns full details including journal lines.
  • Get Organisation — Retrieve organisation details from Xero. Returns company info, base currency, timezone, financial year settings, SalesTaxBasis, SalesTaxPeriod, etc. Response fields are nested under data.data.Organisations[0]. Use Timezo
  • Get Profit & Loss Report — Retrieve Profit & Loss report from Xero. Shows income, expenses, and net profit for a specified period. Response rows are labeled (e.g., 'Net Profit', SummaryRow); parse by row label, not array index. Aggregates multiple
  • Get Project — Retrieve a specific project by ID from Xero. Returns project details, deadlines, and status.
  • Get Purchase Order — Retrieve a specific purchase order by ID from Xero. Returns full details including line items and status.
  • Get Quotes — Tool to retrieve a list of quotes. Use when you need to list, filter, or page through sales quotes. Use after obtaining the tenant ID via connections.
  • Get Trial Balance Report — Retrieve Trial Balance report from Xero. Shows all account balances (debits and credits) at a specific date. Use to verify that total debits equal total credits and to prepare financial statements. Credit balances appear
  • List Accounts — Retrieve chart of accounts from Xero. Returns all accounting codes used for categorizing transactions. Use AccountID (not name or code) as the unique identifier for accounts. Results may be paginated; increment the page
  • List Assets — Retrieve fixed assets from Xero. Assets track depreciation and book value of capital equipment.
  • List Attachments — List all attachments for a specific entity in Xero (invoice, contact, etc.).
  • List Bank Transactions — Retrieve bank transactions from Xero. Includes SPEND, RECEIVE, and transfer types; unfiltered results include DELETED transactions that skew totals. Dates returned in /Date(milliseconds_since_epoch)/ format. Rate limit:
  • List Credit Notes — Retrieve list of credit notes from Xero. Credit notes are issued to reduce amounts owed by customers.
  • List Files — Retrieve files from Xero Files. Lists documents stored in Xero's file management system.
  • List Folders — Retrieve folders from Xero Files. Lists document folders in Xero's file management system.
  • List Invoices — Retrieve a list of invoices from Xero. Results include both sales invoices (Type=ACCREC) and bills (Type=ACCPAY) by default; filter by Type in the `where` clause when only one is needed. Supports filtering by status, con
  • List Items — Retrieve items (inventory/products) from Xero. Items can be tracked for sales and/or purchases.
  • List Journals — Retrieve journals from Xero. Journals show the accounting entries for all transactions. Omitting filters returns the full historical journal ledger and can produce very large responses — use If-Modified-Since and/or paym
  • List Manual Journals — Retrieve manual journals from Xero. Manual journals are used for period-end adjustments and corrections.
  • List Payments — Retrieve list of payments from Xero. Payments link invoices to bank transactions; invoices may have multiple partial/split payment records. Response Date fields use Xero's /Date(milliseconds)/ format requiring custom par
  • List Projects — Retrieve projects from Xero. Projects track time and costs for client work.
  • List Purchase Orders — Retrieve list of purchase orders from Xero. Purchase orders track goods/services ordered from suppliers.
  • List Tax Rates — Retrieve tax rates from Xero. Shows available tax codes and rates for the organization. Use returned tax codes as valid `TaxType` values in other tools — invalid values cause ValidationException errors.
  • List Tracking Categories — Retrieve tracking categories from Xero. Tracking categories are used to segment data for reporting (e.g., departments, regions).
  • Update Invoice — Tool to update an existing invoice. Use when you need to modify the details of an invoice after it's been created.
  • Update Contact — Update an existing contact in Xero. Only provided fields will be updated.

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