Xero Intelligence
AI Copilot doesn't just connect to Xero — it understands your entire account. Every invoice, every line item, every payment, every credit note. It knows your books better than you do.
Official Xero App Store PartnerEverything from Xero, at its fingertips
The AI has read-access to every data point in your synced Xero account. Here's what it uses:
Every Invoice
All authorised, overdue, and paid invoices — amounts, due dates, payment dates, statuses. Historical and current.
Payment History
Full payment records — when each invoice was paid, how many days late, partial payments, overpayments.
Line Items
Every line on every invoice — descriptions, quantities, unit prices, account codes. The AI knows exactly what services were delivered.
Contact Data
Debtor company names, email addresses, phone numbers, and Xero contact IDs — all linked to invoice history.
Credit Notes
All credit notes and their relationships to invoices. The AI factors these into net outstanding calculations.
Real-Time Sync
Data syncs continuously from Xero. The AI always has the latest picture — no stale data, no manual refreshes.
What Xero Intelligence enables
"What services do I provide to Apex Industries?"
Parses all invoice line items to list services, classify them as recurring vs one-off, and calculate total service value.
"How have their payments changed over time?"
Analyses payment dates across all historical invoices to calculate days-to-pay trends, identify deterioration, and compare periods.
"Do they have any credit notes?"
Checks all credit notes linked to the debtor and factors them into net outstanding calculations.
"What's their total lifetime value to my business?"
Aggregates all invoice amounts (paid and unpaid) to calculate total revenue, revenue rank, and percentage of workspace total.
Beyond basic Xero integration
Explore more AI Copilot capabilities
Every dimension works together to give you complete debtor intelligence.