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BooksAI Office with Xero
Official Xero connection with invoice and bill permissions.
What AI does in Xero
- Creates and sends invoices
- Enters bills from documents
- Chases overdue invoices
- Weekly numbers in the digest
Integrations that use it
Back office
Invoices, reminders and records kept in step
Documents
Paperwork typed in before you see it
Questions
Do I need to move anything?
No. Xero stays where it is. AI Office reads and writes there through the official connection and you can revoke access from Xero at any time.
What permissions does it need?
Only the scopes for the actions listed on this page. We show you the exact permission screen during the build.
What if I use a different version or plan?
Most plans include the official connection. If yours does not, email notifications from Xero are usually enough for the read side.
Your systems stay yours
Nothing to migrate and nothing new to learn. AI plugs into the phone number, inbox, calendar and books you already use, and a person is always one step away.
- Week 1: we map your calls, emails and paperwork
- Weeks 2 and 3: we build and test on your real cases
- Week 4: live, with a person watching every hand-off
- Every month: we tune what it says and what it may do