Finance
Cloud accounting — invoices, bank reconciliation, and financial reports.
Ask the Orbit Assistant about your Xero data in plain English — it plans the API calls and answers clearly, not with raw JSON.
Put Xero inside autonomous skills and playbooks that run on schedules, webhooks, or events — and chain it with your other tools.
Set action policies and member access, require approvals where needed, and review recorded activity. Supported autonomy modes depend on your plan.
These cover common tasks. API exploration depends on your plan, vendor permissions and supported endpoints. Workspace simulations use fictional data and may use AI Power. Real actions follow workspace approval policies and vendor limits.
List invoices
list_invoices
Get invoice
get_invoice
List contacts
list_contacts
List bills (payables)
list_bills
Profit & Loss report
get_profit_and_loss
Balance Sheet report
get_balance_sheet
Create draft invoice
create_invoice
Explore Xero in a workspace with fictional sample data before adding credentials. Workspace simulations may use AI Power; signup may require a beta invite.
Explore in a workspace