Xero + Claude
Connect Xero to Claude — Accounting Answers Instantly
Let your team query Xero data through Claude. Ask about invoices, payments, and account balances — no Xero login required.
Ask questions in plain English — get answers in ~5 seconds
Strictly read-only — impossible to modify your accounting data
Granular permissions control what data each channel can see
Every conversation logged for full audit trail
What your team can ask
Real questions, answered in seconds from your Xero data — right inside Claude.
"What's the total amount of credit notes issued this month?"
Finance manager tracking refund activity
"Which suppliers have we paid more than $10k this year?"
CFO reviewing vendor concentration
"Are there any unreconciled bank transactions from last week?"
Bookkeeper catching up on reconciliation
How it works
Connect Xero
Link your Xero account through our secure admin portal. Read-only access — we never modify your data.
Data is cached
Your full Xero dataset is replicated into a secure cloud database for fast, reliable queries.
Set permissions
Control what data each team can see — AR for sales, inventory for ops, or full visibility for execs.
Connect Claude
Link a Claude channel or account to a permission set. Your team starts asking questions immediately.
Need Xero data inside Salesforce instead?
Breadwinner also offers a native Salesforce integration for Xero — certified, SOC II compliant, and trusted by hundreds of companies for over 12 years. Different product, same trusted company.
Give your whole company access to Xero data
Read-only. Permissioned. Logged. Set up in under an hour.