AI Agent · Finance & Admin
Xero Finance Chat Agent — Ask Your Accounts Anything
"Who still owes us money?" "What did we invoice Acme last quarter?" — ask your accounts in plain English and get instant answers, pulled live from Xero.
This is the real workflow. Click to pan and zoom the canvas.
Digging through accounting software for a simple answer is a job nobody enjoys. This agent connects directly to your Xero account and answers natural-language questions about customers, invoices and payments — live, not from a stale export. It looks up outstanding balances, finds overdue invoices, and summarises a customer’s payment history in seconds. Conversation memory means you can drill in (“and how much of that is over 60 days?”) just like talking to your bookkeeper.
What it connects
KEY FEATURES
- Plain-English questions, live answers from your Xero data
- Finds outstanding invoices, overdue payments and customer history
- Conversation memory for natural follow-up questions
- Read-only by design — it reports on your accounts, it never edits them
- Runs privately on your own hosted n8n instance
Want this running in your business?
Every Awesomate hosting plan comes with your own private n8n instance. Deploy this agent from our template library in one click — or have our team build it for you.
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