- Category
- Finance
- Developer
- Xero Limited
- Website
- (opens in a new window)
How it works
Check your P&L, cash position, outstanding invoices, top customers and more — directly from ChatGPT. Xero surfaces real-time financial summaries with flexible date ranges, year-over-year comparisons, and links back to Xero for deeper analysis. ChatGPT connects with read-only access. Any data retrieved is used only to respond to your questions and is never stored between sessions.
What else can you do?
Review cash position
Xero Summarize my current cash position using available account data. Explain what is included, flag missing details, and identify questions for the finance team.
Prioritize outstanding invoices
Xero Review outstanding customer invoices and prioritize follow-up by amount and overdue status where available. Include invoice references and flag incomplete information.
Check a customer payment
Xero Check whether this customer's invoice has been paid. Summarize the amount, recorded status, and payment details, and flag any ambiguous matches.
What’s included
App
Xero
Resources
Add the Xero plugin in a few clicks
Availability depends on the plugin, your plan, and workspace settings. Some connections require admin setup or approval. Contact your workspace admin if access is blocked.
