Xero + Microsoft Teams
Query Xero from Microsoft Teams — Finance Data on Demand
Give your team access to Xero data inside Microsoft Teams. Ask about contacts, invoices, and transactions — get answers immediately.
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 Microsoft Teams.
"Show me all draft invoices that haven't been sent"
Finance coordinator cleaning up month-end
"What's our total revenue from recurring invoices this quarter?"
Head of Finance tracking subscription income
"Which contacts have a credit balance?"
AP analyst reviewing overpayments
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 Microsoft Teams
Link a Microsoft Teams 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.