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.

Xero is your source of truth for accounting, but Teams is where your team collaborates. Breadwinner AI merges them seamlessly, bringing instant financial insights into the conversations where decisions happen. Ask about invoices, contacts, and balances in Teams — no need to open Xero, no training required, full audit trail included.

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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 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

Who uses Xero + Microsoft Teams?

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

Account Manager

Check client balances and invoice status during calls. Verify payment terms and credit availability before quoting new work.

Finance Team Member

Answer invoice and payment questions from colleagues in team channels. Reduce back-and-forth emails with instant, logged responses.

Ops Manager

Review monthly expense trends and cost variations in Teams. Monitor operational spending without direct Xero access.

Sales Rep

Verify credit terms and customer balances before pitches. Confirm payment history to inform sales strategy.

Office Manager

Track supplier payments and bill due dates in Teams. Confirm payment status and vendor credibility without admin access.

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 Microsoft Teams

Connect Microsoft Teams 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 Microsoft Teams + Breadwinner AI

See all finance systems available through Microsoft Teams.

Also available for Xero

Access your Xero data through any supported interface.

Xero + Slack

Xero + ChatGPT

Xero + Claude

Xero + Google Gemini

FAQ

Xero + Microsoft Teams FAQ

Common questions about using Xero with Microsoft Teams 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 Microsoft Teams, 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 as a Microsoft Teams app that responds in chats and channels.
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 Teams.
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 Teams 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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