Groxbot + Xero

Xero is a cloud-based accounting software for small businesses, providing invoicing, bank reconciliation, bookkeeping, and financial reporting in real time

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How a Bot uses Xero

53 Xero tools. Connect under Plugins. The Bot still asks before anything leaves the thread.

Read Xero for the invoices, payouts, or disputes you name.
Flag exceptions over policy. Never refund, pay, or submit evidence alone.
Return a table: amount, reason, what to do next.

Never without you

Refund, payout, or charge
Submit a dispute

First message

List Xero exceptions over policy this week. Do not refund or pay.

Tools a Bot can call

A sample from the Xero toolkit. The Bot calls these after you connect. Writes that would go live still wait for approval.

Create Bank Transaction
Create Contact
Create Credit Note
Create Invoice
Create Item
Create Manual Journal

Jobs that use Xero

Founder analytics — Pull the numbers you name. Cite the source. Never change production dashboards. Five bullets, then open questions.
Expense manager — Read receipts and statements. Flag anything over policy. Never submit or pay. Return a table of exceptions.
Account health — Watch the accounts you name. Flag churn risk with evidence. Do not message the customer until you say so.