Can Claude connect to Xero?
Yes. Xero has an official connector for Claude. Helm sets it up for your team with the right permissions, tested prompts and training, so people actually use it.
View the official Xero connectorWhat is Xero?
Xero is cloud accounting software for invoicing, bank reconciliation, bills, GST and BAS, payroll and reporting. It was founded in New Zealand and is the most widely used accounting platform among Australian small businesses and their accountants.
Visit XeroWhat Claude can do with Xero
Read only: Claude looks, your team changes
- Summarise profit and loss and compare periods or financial years
- Show cash position and bank transactions
- List overdue receivables and upcoming payables
- Identify top customers by revenue
- Review invoices, bills and the chart of accounts
Who uses it
Business owners
Ask how the business is going, who owes money and what is due this week, in plain English.
Bookkeepers
Review receivables, payables and bank transactions before BAS and month end.
Accountants
Compare a client's financial years and draft EOFY discussion points.
What your team can ask Claude
“Compare this financial year's profit and loss with last year and summarise the main changes.”
“Show overdue receivables and payables so I can plan cash for the next month.”
“Who are our top ten customers by revenue this financial year?”
“What's our cash position right now, and what bills are due in the next fortnight?”
“Draft friendly reminder emails for customers more than 30 days overdue.”
How it connects
Xero has an official connector in Claude's directory. A Claude admin switches it on and each person signs in with their own Xero login, so Claude only sees what they're allowed to see. Helm handles the setup, checks the permissions and trains your team on what to ask.
Looking after your Xero data
Xero holds customer, supplier and bank transaction details, so Helm keeps Claude to read only access and makes sure payroll records are out of reach.
- Only the access you approve.
- Everything stays in your own accounts.
- On Claude's business plans, your data isn't used to train AI models.
Want to learn how to connect Xero?
Book a 30-minute intro call and we'll show you how Claude can work with Xero in your business.
Questions about Claude and Xero
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