Start free

Let your phone agent check invoices, quotes and contacts in Xero while it talks to customers.

Connect Xero to AgentCalls and your agent can work with your accounts during a call. It can look up a customer's contact details, find an open invoice or quote, and update an invoice when a detail changes. Your agent reads from Xero with the access you give it, so callers get accurate answers without waiting for someone to check the books. Xero is one of the tools that works with AgentCalls across 68 actions for finance and invoicing.

Start freeSee pricing

What your agent can do with Xero

  • Look up a customer's contact details and account record during a call
  • Find an open or paid invoice by number, customer or date and read back the amount due
  • List and check sales quotes so callers hear the current status
  • Update an existing invoice, such as a changed due date or reference, after a call
  • Retrieve your connected Xero organisations so the agent always uses the right business file

Xero exposes 68 actions. You choose which ones the agent may use and whether each runs during or after the call.

Example calls

Customer checks an unpaid invoice

  1. Caller

    Hi, I'm calling about invoice 0427. I want to confirm how much is still outstanding.

  2. Agent

    Of course. Can I take the company name, so I can find it in our records?

  3. Caller

    It's Northgate Dental Ltd.

  4. Agent

    Thanks. Invoice 0427 for Northgate Dental is dated 3 March, with 1,240 pounds still due. The due date was 17 March, so it's now overdue. Would you like me to note that you'll pay this week?

  5. Caller

    Yes, please. We'll pay on Friday.

Caller asks about a quote and wants the due date moved

  1. Caller

    I received quote Q-1182 from you last week. Has it been accepted yet?

  2. Agent

    Quote Q-1182 is still open. It was sent to your address on 10 June and is valid until 30 June. Do you want to accept it or change anything?

  3. Caller

    Could you extend the validity to 15 July? We need more time for approval.

  4. Agent

    Done. The validity date on Q-1182 is now 15 July. I've added a note that you're waiting on internal approval.

Outbound reminder about a changed invoice

  1. Agent

    Hello, this is a call from Riverside Plumbing about invoice 0391. May I speak with Sam Okafor?

  2. Caller

    Speaking.

  3. Agent

    Sam, we moved the due date on invoice 0391 to 28 August, so you have more time. The amount is 680 dollars. Is there anything else you need from us?

  4. Caller

    No, that's fine. Thanks for letting me know.

How to connect Xero

  1. 1

    Create your agent

    Sign up to AgentCalls, pick an English or Arabic voice and write what the agent should know and do in plain language.

  2. 2

    Connect Xero

    From Integrations in the dashboard, choose Xero and enter the connection details from your Xero account settings.

  3. 3

    Choose the actions

    In the agent editor, enable the Xero actions the agent may use and set each to run during the call or afterwards. Then test it from your browser.

Use cases that use Xero

Use casesPayment remindersThe agent calls customers with overdue invoices, confirms the amount, takes a promise to pay or sends a payment link, and records the outcome in your books.

Related integrations

NetsuiteE-commerce & paymentsNetSuite by Oracle is a cloud-based ERP suite that combines accounting, CRM, e-commerce, and inventory management for…ApaleoCalendars & bookingApaleo is a cloud-based property management platform handling reservations, billing, and daily operations for…Zoho BooksFinance & invoicingZoho Books handles accounting, invoicing, and expense tracking, offering real-time collaboration and integrations…Zoho InventoryE-commerce & paymentsZoho Inventory helps businesses track stock, manage orders, and sync inventory across multiple sales channels…BlackbaudCRM & salesBlackbaud offers cloud-based software for nonprofits, schools, and healthcare institutions, supporting fundraising…FreshBooksFinance & invoicingFreshBooks is a cloud-based accounting software service designed for small and medium-sized businesses, offering…

All Finance & invoicing integrations

Questions, answered.

Does the agent work with Xero during the call or only afterwards?

Both. Your agent can look up contacts, invoices and quotes while a call is live, and it can update an invoice during or straight after the call. Changes show up in your Xero account as soon as they are saved.

What do I need before I connect Xero?

You need an active Xero account with the organisation you want to use. Sign in from the AgentCalls dashboard, approve the connection in Xero, and choose the business file the agent should use.

Which plan includes the Xero integration?

Integrations, including Xero, are included from the Growth plan. Your agent's access stays within the permissions you grant in Xero.

Page drafted from the tool's public description and reviewed automatically for accuracy of claims

Put your agent to work with Xero.

Connect in minutes, test from your browser, go live on a number in the US, UK or Gulf. Free to start, no card needed.

Start freeSee pricing