Accounting Integration

How to Automate Xero with AI

Connect Carly to Xero to create invoices, reconcile transactions, check cash flow, and log bills — just by emailing or texting Carly.

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What Carly can do with Xero

Create and send invoices

Email Carly with the client name, amount, and line items and she'll generate an invoice in Xero and send it. No logging into the Xero dashboard.

Reconcile transactions

Ask Carly to match recent bank transactions to open invoices or bills in Xero. She'll flag anything that doesn't match so you can review it quickly.

Check cash flow on demand

Ask Carly for a cash flow snapshot and she'll pull your outstanding receivables, upcoming bills, and bank balances from Xero and send you a summary.

Log bills and expenses

Forward a supplier invoice or receipt to Carly and she'll create the bill in Xero with the right account codes, due date, and tax treatment.

See it in action

Mail

Invoice for Meridian Design Group 2 messages

You 10:22 AM

To: Carly

Carly, create an invoice in Xero for Meridian Design Group — $4,800 for brand strategy consulting (March). Net 30 terms. Send it to their AP team.

Carly 10:23 AM

To: You

Done! Here's what I created in Xero: • Invoice #1047 → Meridian Design Group • Amount: $4,800 (Brand Strategy Consulting — March) • Terms: Net 30, due April 22 • Status: Sent to their AP contact on file You currently have $12,300 in outstanding receivables. Want me to send a reminder on the two invoices that are overdue?

How to connect Xero to Carly

Sign up for Carly

Create your free account in under 2 minutes. No credit card required.

Connect Xero

Authorize the Xero integration from your Carly dashboard. One click, and you're connected.

Start giving instructions

Email or text Carly with what you need done in Xero. She handles the rest.

Automate Xero in 2 minutes

No complex setup. No code. Just tell Carly what you need.

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Frequently asked questions

How does Carly connect to Xero?

Go to your Carly dashboard, click Connect next to Xero, and sign in with your Xero account. That's it — Carly can then create invoices, log bills, reconcile transactions, and pull financial summaries.

Can Carly create invoices in Xero?

Yes. Email Carly with the client, amount, and line items and she'll create and send the invoice through Xero. She can handle tax rates and account codes automatically.

Is my Xero financial data secure with Carly?

Carly uses encrypted connections and OAuth authentication to access Xero. She never stores your bank credentials and only accesses the data needed to complete your request.

Can Carly help with bank reconciliation in Xero?

Yes. Carly can match bank transactions to invoices and bills in Xero, suggest matches for unreconciled items, and flag transactions that need your review.

Does Carly work with multiple Xero organizations?

Yes. If you manage more than one organization in Xero, you can connect them all and specify which one you're referring to in your message. Carly will route the request to the right org.

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