AI Agent for Xero | One Dash Zero

How It Works

Get up and running in minutes — no code required.

1

Log into the Client Portal and assign Xero to any agents that need it.

2

Configure the integration settings and integration prompt in the FONE app.

3

Your AI starts answering calls with live Xero data, looking up invoices, checking payment status, and pulling contact information in real time.

Key Features

Everything your AI needs to handle Xero inquiries like a pro.

Invoice Lookup

Your AI searches Xero invoices by contact name, invoice number, or amount — providing callers with real-time status, due dates, and payment details.

Contact Management

Pull up customer and supplier records during calls — outstanding balances, payment history, email addresses, and account notes from your Xero contacts.

Payment Status

Callers can check whether payments have been received, invoices are overdue, or credits have been applied — your AI reads live data from Xero.

Account Balances

Your AI provides summary-level financial information to authorized callers — outstanding receivables, recent payments, and account reconciliation status.

Get Started Talk to DASH

See It in Action

Here's how your AI handles a real Xero conversation.

Caller

Hi, I sent a payment last week for invoice 4821. Can you confirm you received it?

AI Agent

Let me check that for you. I found invoice #4821 for $3,250. Yes, a payment of $3,250 was recorded on March 8th. That invoice is now marked as paid in full. Would you like me to email you a receipt?

Caller

That would be great, thanks.

AI Agent

Done. I've noted a receipt request on your account. Our team will send that to the email on file. Is there anything else I can help with?

Frequently Asked Questions

Is my financial data secure?

Absolutely. Your AI uses read-only API access to Xero. It can look up invoices and contacts but cannot create, edit, or delete any financial records.

Can it see all our Xero data?

You control exactly what your AI can access. Most businesses enable invoice and contact lookup while keeping bank feeds, payroll, and reports restricted.

Does it work for both receivables and payables?

Yes. Your AI can look up both customer invoices (accounts receivable) and supplier bills (accounts payable) to answer questions from either side.

How does it handle multi-currency?

Your AI reads whatever currency is on the invoice or contact record in Xero and reports it accurately to callers, including exchange rate information when available.

Can it replace our bookkeeper?

No — it's designed to answer phone questions about invoices and payments, not manage your books. Think of it as a front-desk assistant with read access to your Xero data.