Can Claude connect to Xero Practice Manager (XPM)?
Yes. Xero Practice Manager (XPM) doesn't have an official Claude connector yet, but Helm connects it for you, securely and with only the access you approve.
What is Xero Practice Manager (XPM)?
Xero Practice Manager (XPM) is Xero's practice management software for accounting firms, covering clients, jobs, time tracking, quotes and invoicing. It is included with Xero's partner plans and widely used by Australian and New Zealand accounting practices.
Visit Xero Practice Manager (XPM)What Claude can do with Xero Practice Manager (XPM)
Read or update, depending on your setup
- List jobs by state and flag overdue ones
- Review time and costs logged against jobs
- Summarise invoices and work in progress
- Check staff workloads and assigned tasks
- Look up client details and their jobs before a meeting
Who uses it
Practice managers
See which jobs are overdue or stuck and who has capacity.
Partners
Review work in progress, write offs and billing each month.
Accountants
Check a client's jobs and time before a review meeting.
What your team can ask Claude
“List our current jobs by state and flag any that look overdue.”
“Summarise this month's invoices and costs for our practice review.”
“Which jobs have unbilled time over 2,000 dollars?”
“How many hours has each staff member logged this week, and who's overloaded?”
“Give me a summary of this client's jobs and anything outstanding before my meeting.”
How it connects
There's no official Claude connector for Xero Practice Manager (XPM) yet. Helm connects it using the method that suits your setup, whether that's a secure custom connector we build and host, or an AI agent that works inside Xero Practice Manager (XPM) with your team's approval. We'll recommend the right one on a 30-minute call.
Looking after your Xero Practice Manager (XPM) data
XPM holds client contact details, staff time and billing records, so Helm limits Claude to the clients and jobs each staff member can already see.
- 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 Practice Manager (XPM)?
Book a 30-minute intro call and we'll show you how Claude can work with Xero Practice Manager (XPM) in your business.
Questions about Claude and Xero Practice Manager (XPM)
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