Accounting Integration
Best AI Assistant for Xero
Carly gets Xero's entire API, so you can create invoices, log bills, chase what you're owed and check payroll by email, text, ChatGPT or Claude.
Try Carly →What Carly can do with Xero
Create and send invoices
Tell Carly the client, amount and line items. She creates the invoice in Xero with your tax rates and account codes, and emails it to the client.
Chase what you're owed
Ask who still owes you and Carly lists every unpaid invoice in Xero, oldest first, then drafts a follow-up to each client from your own inbox.
Log bills
Forward a supplier invoice and Carly enters it in Xero as a bill, with the due date, amount and account code filled in.
Record payments
Tell Carly a client paid and she records the payment against the invoice in Xero, so your receivables stay current.
Carly gets all of Xero, not a handful of actions
Most AI tools that work with Xero wire up a short list of actions: create an invoice, look up a contact, and that's it. Carly loads Xero's entire Accounting and Payroll APIs, every endpoint, so whatever Xero's API can do, you can ask Carly to do in a sentence.
Out of the box that means invoices, bills, contacts, payments, aged receivables and payables, your organisation's tax rates and account codes, and Australian payroll: pay runs, payslips, timesheets and employees. Need more, like bank transactions or a profit and loss report? Add the permission under Advanced when you connect, and Carly can use those endpoints too.
Ask from your inbox, your phone, ChatGPT or Claude
Email or text Carly what you need and she does it in Xero. Or add Carly to ChatGPT or Claude and your Xero is right there in the chat: ask "through Carly, which invoices are outstanding?" and she pulls them straight from your books.
Carly also runs on her own. Tell her "every Monday, chase any invoice more than 14 days overdue" and she checks Xero on schedule, drafts each follow-up from your own mailbox as a reply on your last thread with that client, and holds them for your approval until you tell her to send on her own.
Who uses Carly with Xero
Business owners who do their own books and would rather send a message than hunt through Xero's menus. Bookkeepers who want overdue invoices chased and supplier bills entered without the copy and paste. Tradies, builders and consultants who invoice from a job site, between client calls, or at 5:30 in the morning.
If a task in Xero fits in a sentence, Carly can do it for you.
See it in action
How to connect Xero to Carly
Create a free app in Xero
Go to developer.xero.com/app/manage, sign in with your normal Xero login and click New app. Name it Carly and choose Web app (not Custom connection). Answer Xero's two questions: AI model, No; security requirements, Yes.
Paste Carly's two links
Company or application URL: https://carlyassistant.com. OAuth 2.0 redirect URI: https://carlyassistant.com/api/custom-oauth/callback/connection. Tick the terms and click Create app.
Copy your two keys
On the Configuration page, copy the Client id. Then click Generate a secret and copy that too. Xero only shows the secret once.
Paste them into Carly
In Carly, open Integrations, then Connect an API. Type Xero, press Continue, paste both keys and click Connect and check.
Click Allow access
Xero shows what Carly will see. Pick your organisation and click Allow access. You're connected: email, text or chat Carly what you need in Xero.
Frequently asked questions
What is the best AI for Xero?
Carly. It gets Xero's entire Accounting and Payroll APIs, every endpoint, instead of a short list of actions, and it works wherever you are: email, text, ChatGPT or Claude. It can also run on its own, chasing overdue invoices on a schedule without you asking each time.
How do I connect Xero to Carly?
It takes about five minutes and no code. In Xero's developer portal (developer.xero.com/app/manage), click New app and create a Web app with https://carlyassistant.com as the company URL and https://carlyassistant.com/api/custom-oauth/callback/connection as the redirect URI. Copy the Client id, generate a secret, and paste both into Carly under Integrations, then Connect an API, then Xero. Click Connect and check, pick your organisation, and click Allow access.
Does the Xero app cost anything?
No. A Xero Web app is free and can connect up to five organisations. Don't choose Custom connection: that's Xero's premium option, and Carly doesn't use it.
Xero says "Client cannot request a refresh token in client credentials flow." What do I do?
That means the app was created as a Custom connection. Go back to developer.xero.com/app/manage, click New app, choose Web app, and paste the new app's client ID and secret into Carly. Then click Connect and check again.
What can Carly do in Xero?
Anything Xero's Accounting and Payroll APIs allow, within the permissions you approve. Out of the box, Carly can create, update and send invoices and bills, manage contacts, record payments, read aged receivables and payables, see your tax rates and account codes, and read Australian payroll (pay runs, payslips, timesheets and employees). Want bank transactions or profit and loss reports too? Add the permission under Advanced when you connect.
Can I use Xero through Carly in ChatGPT or Claude?
Yes. Connect Xero to Carly once, then add Carly to ChatGPT or Claude from "Use Carly in Claude, ChatGPT" in Carly. In any chat, ask something like "through Carly, which invoices are outstanding?" and Carly answers from your Xero.
Does Carly work with multiple Xero organisations?
Carly works with one organisation per connection. If your Xero login can see several, Carly asks which one to use when you connect. To switch later, delete the Xero connection in Carly and connect again.
Ready to automate your busywork?
Carly schedules, researches, and briefs you—so you can focus on what matters.
See what people say
"Before Carly, I relied on a Calendly link, but the whole process felt impersonal and not very professional. Carly changed that by handling all the back-and-forth, so I'm no longer stuck in endless email threads trying to line up schedules.
Now Carly reaches out to candidates, shares my real-time availability, lets them pick a slot, then sends a Zoom link and drops it straight into my calendar. She sends reminders to both of us before each call, which has significantly reduced no-shows and last-minute confusion.
On top of scheduling, Carly acts like a full executive assistant, sending me my schedule the night before so I can prepare for each call. It reminds me of the old x.ai assistant, but Carly is noticeably smarter, faster, and better suited to my healthcare recruitment business."