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.

Claude transforms Xero data into board-ready insights. Claude handles multi-currency analysis, reconciliation explanations, and narrative financial assessments—turning raw accounting records into strategic context that drives decisions.

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Ask questions in plain English — get answers in ~5 seconds

Strictly read-only — impossible to modify your accounting data

Granular permissions control what users 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

Who uses Xero + Claude?

Real scenarios where teams get instant answers from Xero — right inside Claude.

CFO

Generate board-ready financial summaries directly from Xero. Claude synthesizes data into executive narratives with variance explanations and strategic context for investor or board presentations.

Accountant

Analyze multi-currency exposure and transaction patterns. Claude identifies reconciliation issues, explains exchange impacts, and prepares detailed client reports.

Business Advisor

Review client financial health comprehensively. Claude explains Xero metrics, identifies trends, and surfaces recommendations ready for advisory conversations.

Finance Manager

Build cash flow narratives with context. Claude analyzes payment patterns, explains liquidity position, and prepares management updates.

Auditor

Check transaction patterns and identify anomalies. Claude reviews journal entries, flags unusual activity, and supports audit workpaper narratives.

How it works

1

Connect Xero

Link your Xero account through our secure admin portal. Read-only access — we never modify your data.

2

Data is cached

Your full Xero dataset is replicated into a secure cloud database for fast, reliable queries.

3

Set permissions

Choose what financial data is visible — full access, or just the areas that matter.

4

Connect Claude

Connect Claude to your Xero data. Your team starts asking questions immediately.

Finance System

More about Xero + Breadwinner AI

See all interfaces, data types, and example questions.

Interface

More about Claude + Breadwinner AI

See all finance systems available through Claude.

Also available for Xero

Access your Xero data through any supported interface.

Xero + Slack

Xero + Microsoft Teams

Xero + ChatGPT

Xero + Google Gemini

FAQ

Xero + Claude FAQ

Common questions about using Xero with Claude through Breadwinner AI.

Breadwinner AI caches your Xero data in a secure cloud database and keeps it updated via webhooks for near-instant updates. When you ask a question in Claude, Breadwinner AI translates it into a SQL query, runs it against your cached data, and returns the answer — typically in under 5 seconds. This is through the Model Context Protocol (MCP), allowing Claude to access your financial data securely.
No. Breadwinner AI is strictly read-only. It can never create, update, or delete any records in your Xero account. All access is one-way: data flows from Xero to Breadwinner AI for querying, but nothing can ever flow back.
You can ask questions about invoices, bank transactions, contacts, bills, payments, and account balances. Essentially, any data available in your Xero account can be queried through natural language in Claude.
Yes. All data is encrypted at rest and in transit. Access is controlled through granular permission sets — you decide exactly what financial data each user or team can see. Every query is logged for a complete audit trail. Breadwinner AI never shares your data with third parties.
Breadwinner AI for Xero starts at $200/month, which includes 10 users and 2,000 questions per month. Additional users are $5/month each. There's a 14-day free trial with no credit card required.
You need Xero admin credentials for the initial connection so Breadwinner AI can access your data. After setup, your team members don't need Xero licenses or logins — they simply ask questions in Claude and get answers.
Breadwinner AI keeps your data fresh via webhooks for near-instant updates. This means when data changes in Xero, the updates are typically available for querying within minutes.
Yes. Breadwinner AI uses data access configurations to control visibility. You can set up a base configuration for your whole account, and Enterprise customers can define multiple configurations so different teams see only the data relevant to them.

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.

Learn about our Salesforce integrations

Give your whole company access to Xero data

Read-only. Permissioned. Logged. Set up in under an hour.

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