Xero Accounting Agent

What it can do

• Money owed to youReview customer invoices, overdue balances and the credits or payments behind collections.7skills

  Reads of recorded accounting data. Availability depends on the connected organisation and its granted access; missing data is not a zero balance.

  • Review invoice and bill details to understand what remains unpaid and when it falls due.
  • Identify overdue customer balances and the invoices behind each aging bucket.
  • Read the receivables aging report for a selected customer and reporting date.
  • Review customer and supplier credits that explain reductions in outstanding balances.
  • Trace recorded payments to invoices and credits to understand how balances were settled.
  • Review excess payments held as credit before deciding how to follow up a balance.
  • Review payments recorded ahead of an invoice to understand balances still awaiting allocation.
• Bills and purchasingUnderstand supplier commitments, upcoming bills and spending already recorded in your books.4skills

  Reads of recorded accounting data. Availability depends on the connected organisation and its granted access; missing data is not a zero balance.

  • Identify overdue supplier balances and the bills behind each aging bucket.
  • Read the payables aging report for a selected supplier and reporting date.
  • Review purchase commitments and their recorded status before following up with a supplier.
  • Trace recorded billable expenses between supplier costs and customer invoices.
• Cash and bank activityReview balances and recorded bank activity with each account and currency kept in context.3skills

  Reads of recorded accounting data. Availability depends on the connected organisation and its granted access; missing data is not a zero balance.

  • Review account balances and cash movement over a reporting period when a bank report is available.
  • Inspect recorded receipts and spending to explain activity that sits outside invoice payments.
  • Trace recorded transfers between your bank accounts without treating them as new revenue.
• Financial performanceRead financial statements and budgets to understand business performance in the selected organisation.7skills

  Reads of recorded accounting data. Availability depends on the connected organisation and its granted access; missing data is not a zero balance.

  • Review the profit-and-loss result for a reporting period you choose — income, expenses and profit.
  • Review the financial position as of a selected reporting date — assets, liabilities and equity.
  • Review account balances at a reporting date to support reconciliation with your accountant.
  • Review the financial summary for a reporting period to identify questions for your accountant.
  • Find the budgets recorded in your books and the periods they cover.
  • Review the overall budget report across selected periods to understand the planned figures.
  • Find which reports are available for the selected organisation before requesting a financial view.
• Ledger and accounting setupInspect posted entries and the reference data that gives your financial records their meaning.6skills

  Reads of recorded accounting data. Availability depends on the connected organisation and its granted access; missing data is not a zero balance.

  • Trace posted ledger entries to understand which transactions affected an account.
  • Review recorded manual adjustments and their debit and credit lines with your accountant.
  • Review the chart of accounts behind the books — how income, expenses and balances are classified.
  • Review configured tax rates and where they apply before investigating a tax discrepancy.
  • See which currencies are enabled so financial answers retain the correct monetary context.
  • Review reporting categories and their options to understand departmental or regional breakdowns.
• Customers and recurring businessReview your contacts, sales pipeline and recurring billing arrangements as recorded in your books.5skills

  Reads of recorded accounting data. Availability depends on the connected organisation and its granted access; missing data is not a zero balance.

  • Find customer and supplier records before investigating a balance — searchable by name, email or reference.
  • Review contact groups and their membership to understand how business relationships are organised.
  • Review product and service records with their recorded pricing and account classifications.
  • Review sales quotes and their recorded status to understand outstanding proposals.
  • Review recurring invoice templates and their schedules to understand expected billing.
• Your accounting organisationIdentify the connected accounting organisation and the people recorded as having access.2skills

  Reads of recorded accounting data. Availability depends on the connected organisation and its granted access; missing data is not a zero balance.

  • Confirm which organisation the books belong to before interpreting them — legal identity, base currency and financial year.
  • Review the people recorded with accounting access and their organisation roles.

How it has been taught to work it

Playbooks are the vetted techniques a session loads for this platform — what to check, in what order, and what a number means before it is reported.

• Querying Xero — the read surface (v1 verified + v2 synthetic), paging, and the live gotchasAlways when Xero is attached. The full read surface, paging, the.NET date trap, granular report scopes, how aging is computed, how reports come back, and which parts are SYNTHETIC and still awaiting deploy-time validation.
  Vetted Aug 31, 2026Always on
• Xero domain model (the MSP's own books, not a client fleet)Always when Xero is attached. What Xero is, its entity model, the single-organisation binding, and the read-only boundary every answer respects.
  Vetted Aug 31, 2026Always on
• Xero financial health — P&L, margin, cash, and the one-screen snapshotHow is the business doing, profit this month, margin, cash position, financial health snapshot, are we profitable, revenue and expenses, what hit the bank account, transfers between our accounts.
  Vetted Aug 31, 2026
• Xero general ledger feed & budgets — journals, manual entries, budget vs actualThe GL journal feed, what actually posted to the ledger, manual journal entries or adjustments, budget vs actual, executive summary or financial-snapshot ratios.
• Xero receivables & payables — who owes us, what we owe, how overdueWho hasn't paid us, overdue invoices, accounts receivable/payable, aging, collections, cash we're owed, bills we owe, AR/AP, credit notes, payments applied to an invoice, overpayments, prepayments, one customer's own aging report.
  Vetted Aug 31, 2026
• Xero reference & configuration data — accounts, tax rates, items, currencies, categories, usersWhat GL accounts / chart of accounts do we have, tax rate or VAT/GST setup, product or item catalog, which currencies are enabled, tracking categories / departments / regions, who has Xero login access, contact groups, what reports this tenant exposes.
• Xero sales & purchasing pipeline — purchase orders, quotes, repeating invoices, billable expensesOutstanding purchase orders, sales quotes or proposals sent, recurring or repeating invoices, billable-expense links between a supplier bill and a customer invoice.