Accounting Integration
Best AI Assistant for Xero
Carly is an AI assistant that connects to Xero so you can create invoices, reconcile transactions, check cash flow, and log bills — all by email or text. No add-ons, no browser tabs, no logging in.
Try Carly →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.
Why accountants and business owners use AI for Xero
Xero is powerful accounting software, but the day-to-day work inside it — creating invoices, matching bank transactions, entering bills, checking cash flow — still takes manual effort. For small business owners, that means time away from revenue-generating work. For bookkeepers managing multiple Xero orgs, it means repetitive data entry across clients.
AI assistants that connect to Xero cut that overhead. Instead of navigating Xero's dashboard, you send a quick email or text describing what you need. The AI handles the action inside Xero — the data stays in Xero, the audit trail stays intact, and your accountant sees everything exactly where they expect it.
How Carly automates Xero accounting tasks
Carly connects to your Xero account via OAuth and works through email or text. There's no plugin to install inside Xero and no extra interface to learn. You write what you need in plain language and Carly executes it.
Send Carly a client name, amount, and line items and she'll create and send an invoice through Xero with the correct tax rates and account codes. Forward a supplier invoice to Carly and she'll log the bill with the right due date and tax treatment. Ask for a cash flow snapshot and she'll pull your outstanding receivables, upcoming bills, and bank balances into a summary.
Carly can also help with bank reconciliation — matching recent transactions to open invoices or bills and flagging anything that doesn't line up. This is particularly useful for bookkeepers who manage multiple Xero organizations, since you can specify which org a request applies to without switching between accounts.
Who benefits from an AI Xero assistant
Small business owners running their own books who want to create invoices and log bills without the Xero learning curve. Bookkeepers and accountants managing multiple Xero organizations who need a faster way to enter data across clients. Freelancers who invoice regularly and want to fire off an invoice from their phone between client calls. Finance teams that need quick cash flow numbers without generating full reports.
If you spend time in Xero doing tasks that could be described in a sentence, Carly can do them for you from your inbox.
See it in action
How to connect Xero to Carly
Sign up for Carly
Create your account in under 2 minutes.
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.
Frequently asked questions
What is the best AI for Xero?
Carly is an AI assistant that connects directly to Xero and works over email or text. You can create invoices, log bills, reconcile transactions, and check cash flow without opening Xero. Unlike Xero's built-in features, Carly works from your inbox — no dashboard required.
Can AI automate Xero invoicing and billing?
Yes. Email Carly with the client, amount, and line items and she'll create and send the invoice through Xero with the correct tax rates and account codes. For bills, forward a supplier invoice to Carly and she'll log it with the right due date and tax treatment.
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 AI 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 — all from a simple email or text request.
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.
Is there an AI assistant that can check my Xero cash flow?
Yes. Ask Carly for a cash flow snapshot and she'll pull your outstanding receivables, upcoming bills, and current bank balances from Xero and send you a summary. No need to run reports inside the Xero dashboard.
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