Xero Accounting

xero.com
Databases Commerce AI Productivity Analytics

Xero Accounting is a cloud accounting platform designed to streamline invoicing, bills, payroll setup, and day-to-day financial administration. It helps businesses keep customer and vendor records organized, track sales and purchase activity, and maintain a consistent source of truth across financial workflows. Xero’s API and webhook capabilities support reliable, near-real-time automation for teams that want their finance operations to run with less manual work.

Connect Xero Accounting so BOBs can run end-to-end invoicing and bill operations with fewer handoffs. BOBs can create sales invoices, generate or update purchase bills, and keep customer, vendor, and employee records current—so your accounting stays aligned with what your business is actually doing. When Xero data changes, BOBs can respond immediately: for example, they can update related records, attach supporting documents, and coordinate next steps across your connected tools.

This enables broader use cases like “quote-to-invoice” follow-through, automated onboarding and account management for new contacts, and document-ready accounting workflows where invoices and bills are continuously reinforced with the right files. With webhook-triggered responsiveness, BOBs can act the moment an invoice, quote, contact, or webhook event is created or updated—keeping your finance ops faster and more accurate.

What can BOBs do with Xero Accounting?

Perform actions

  • Add Items to Existing Sales Invoice
  • Bank Statements Report
  • Create Bank Transaction
  • Create Bill
  • Create Credit Note
  • Create Employee
  • Create History Note
  • Create Item
  • Create or update contact
  • Create or Update Contact
  • Create Payment
  • Create Purchase Bill
  • Create Sales Invoice
  • Create tracking category
  • Delete tracking category
  • Delete tracking category option
  • Download Invoice
  • Email an Invoice
  • Find contact. Optionally, create one if none are found
  • Find Invoice
  • Find or Create Contact
  • Get Bank Summary
  • Get Contact
  • Get History of Changes
  • Get Invoice
  • Get Item
  • Get Sales Invoice Online URL
  • Get Tenant Connections
  • Get tracking category
  • List Contacts
  • List Credit Notes
  • List Invoices
  • List Manual Journals
  • List tracking categories
  • Make API Call
  • Update Contact
  • Update tracking category
  • Update tracking category option
  • Upload File

Listen to real-time events

  • New or Updated Contact
  • New or updated invoice
  • New or Updated Quote
  • Webhook Event Received (Instant)