Connect Xero to renlyAI in two clicks. Your AI agent reads invoices, payments, contacts, and reports directly from your Xero organisation. Every write is approval-gated. Built in Australia, works with Xero AU, NZ, and UK.
Xero is brilliant at recording transactions. It is not built to answer the question your CFO asks at 4pm on a Friday. renlyAI sits on top of Xero, queries the same data your accountant uses, and gives you a real answer with the numbers and the workings.
Every example below is grounded in tools shipped in renlyAI's Xero connector. Not roadmap. Available now on Pro and above.
"What is our cash position and aged receivables this morning?"
Agent pulls the Bank Summary, Aged Receivables by Contact, and recent payments. Reports back with cash on hand, outstanding invoices over 30/60/90 days, and which customers to chase first.
"Invoice Acme Pty Ltd for the May retainer, $8,500 plus GST."
Agent finds the contact, drafts the invoice with the right line items and tax rate, and shows you an approval card. Nothing posts to Xero until you click approve.
"Run the May P&L and tell me why net profit is down on April."
Agent fetches the Profit and Loss for both months, compares them line by line, and writes a plain-English variance summary. Highlights the three biggest movers.
"Send the outstanding balance summary to all customers over 60 days."
Agent pulls aged receivables, drafts a chase email for each customer, and queues approval cards. You approve in a batch. The agent sends through Outlook.
"Record the $4,400 from Acme as a payment against invoice INV-2245."
Agent matches the payment to the invoice, drafts the entry, and shows you a preview. You approve. The payment is recorded with the correct account allocation.
"Pull the GST collected and paid for the June quarter."
Agent fetches the relevant reports, calculates totals, and prepares a summary your bookkeeper can use to file the BAS. Does not lodge for you. Gives you the numbers.
No black box. Here is the actual tool surface the agent uses. Read tools run freely. Writes go through approval cards.
xero_list_invoicesList invoices by status, date, or contactxero_get_invoiceFull invoice detail by IDxero_create_invoice_previewDraft an invoice for approvalxero_execute_create_invoicePost an approved invoice to Xeroxero_list_contactsSearch customers and suppliersxero_create_contactAdd a new contactxero_list_accountsChart of accounts (Revenue, Expense, Bank)xero_get_reportP&L, Balance Sheet, Trial Balance, Bank Summary, Aged AR/APxero_record_payment_previewDraft a payment for approvalMost AI tools that touch financial systems either ask for a read-only token (limited) or have full access with no human in the loop (terrifying). renlyAI does neither.
renlyAI is built by XiPlatform Pty Ltd in Australia. The Xero connector understands AUD, GST, BAS-relevant reporting, and Australian financial terminology. Works equally well with Xero NZ and UK regions if your business is cross-border.
Yes. renlyAI is built in Australia by XiPlatform Pty Ltd. The Xero connector works with any Xero organisation, including Australian, New Zealand, and UK regions. Local currency, GST, and BAS-relevant accounts are read directly from your chart of accounts.
renlyAI drafts invoices for you. Every invoice goes through an approval card. You see the line items, totals, and tax before anything is created in Xero. Nothing posts to Xero until you click approve.
Profit and Loss, Balance Sheet, Trial Balance, Bank Summary, Aged Receivables, and Aged Payables. The agent fetches these directly from Xero and explains the numbers in plain English.
By default, AI calls run through the model providers configured for your plan. On the Enterprise plan you can bring your own model keys (BYOLLM) including Azure OpenAI in your own tenant. Xero data is never used to train models.
No. You connect Xero in two clicks through OAuth. Pick which Xero organisation to link. That is it. The agents work out of the box.
Included with the Pro plan from US$19.99 per seat per month. Pro Plus and Enterprise plans add additional governance, audit, and BYOLLM features.
Start asking real questions about your finances and get real answers, with the data, in seconds. Free plan available with your work email. No credit card.