Xero API: invoices, contacts and accounting with AI agents
Xero is cloud accounting software with a broad API covering accounting, payroll (in some countries) and files. Companies and accountants use it, mostly outside Brazil, to connect sales, banking and reports. Access is through an app in the developer portal with OAuth 2.0.
What the Xero API offers
Invoices and credit notes
Create and query sales and purchase invoices.
Contacts
Manage customers and suppliers.
Payments and bank
Record payments and query bank transactions.
Reports
Read the trial balance, profit and loss, balance sheet and aged reports.
Chart of accounts
Query accounts and categories.
Webhooks
Receive events for invoices and contacts.
How to access the Xero API
- With your company’s credentialsOAuth 2.0 with an app registered in the Xero developer portal. The user chooses which organization to authorize.
- There are call limits per organization.
- Use the demo organization for tests.
- Approved postings only after human review.
Official documentation: developer.xero.com
What an iTeam agent does with the Xero API
Overdue invoice follow-up
The agent reads the aged report and sends the customer reminders with the invoice link.
Purchase invoice entered
Supplier bills received by email become draft invoices for approval.
Monthly summary
The agent reads the profit and loss report and explains the variances in plain language.
Assisted reconciliation
Unmatched bank transactions are listed with a suggested account.
From the credential to the agent at work, with approval
Register the app in Xero
In the Xero developer portal, create the app, choose the scopes and authorize the organization.
Set permissions per agent
In iTeam, the Xero credential goes into the vault and each agent gets a closed list of actions (read reports, create a draft invoice). Actions that change data require a person's approval.
Validate small, then scale
Start with one case: create a draft invoice in the demo organization. Once the result is checked, the process gets more volume, always with audit and approval wherever there is risk.
Ready-made AI teams that use Xero
Bank reconciliation team
Bank lines, Stripe payouts and ledger entries are matched each morning. You only see what did not match, with a reason.
Accounts payable team
Invoices arrive by e-mail and in shared folders. The team reads them, checks them and lines them up for your approval before the due date.
Cash flow forecast team
Every week the projection is rebuilt from your books, open invoices and bills, with a plain note on what changed and why.
Bookkeeping team
Transactions are categorized as they come in, receipts are matched, and the month-end close starts with a short list of questions.
Questions about the Xero API
Is the Xero API free?
The API comes with the Xero subscription. Apps with many connections may fall under partner plans. Check the Xero portal.
Do I need to write code to use the Xero API with iTeam?
No. iTeam reads the Xero API documentation, builds the calls, and the deployment team adjusts the flow with you. What stays with your company is approving and following along.
Is Xero suitable for a company in Brazil?
Xero is used mostly outside Brazil, in subsidiaries or companies with international operations. For Brazilian tax invoices, there is usually another ERP.
